The ABA Standing Committee on Ethics and Professional Responsibility (the “Committee”) recently issued its first opinion on generative AI and not a day too soon. While states such as Florida, California, West Virginia, and Kentucky, as well as the District of Columbia have issued generative AI guidance, most states have yet
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Utah Supreme Court: Lawyers represented former trustees, not the trust—no conflict
Conflicts of interest aren’t always straightforward, especially with trust and estate planning matters. The Supreme Court of Utah recently determined that there was no former client conflict under Utah’s Rule 1.9 where lawyers were found to have only represented the former trustees and not the trust itself in litigation.
Trustees (“Trustees”) hired lawyers to represent…
Must Lawyers Always Tell the Truth (Even When Negotiating Settlement Agreements)?
This blog post was co-authored by Thompson Hine partner Tony Rospert and associate Micah Fishman.
Yes. Or at Least, They Shouldn’t Lie. (Do We Even Need to Say That?)
Lawyers experienced in the art of settlement negotiations can become primarily focused on little more than getting the best results for their client and will…
ABA delivers guidance on “reasonable measures” required to avoid imputing prospective client conflicts to the entire firm
A common situation faced by law firms – and especially larger law firms – is the potential conflicts and disqualifications posed by Model Rule 1.10(a)’s imputation of one lawyer’s conflicts to all lawyers in the firm. This can become a substantial issue when different lawyers get initial calls from different parties to an event or…
To review or not to review…links to a DropBox site
You just figured out that the materials you got from opposing counsel include documents that may have been inadvertently included. What should you do? Model Rule 4.4(b) provides a clear answer—promptly notify the sender. But what happens when you receive, through non-party discovery, a DropBox link that supplies you with live access to opposing party’s…
Artificial Intelligence: Where to turn when AI is everywhere
Like it or not, artificial intelligence is not going away and it’s evolving—quickly. While AI talk has been brewing for quite some time, many of us assumed AI’s direct effect on our business was still years off. But over the last year the pace of development and use has accelerated exponentially and it is…
Corporate Transparency Act: Ethical Considerations for 2024
If you have not heard of the Corporate Transparency Act (CTA), now is the time to become familiar. Millions of companies will be affected by its reporting requirements. With the effective date being right around the corner, all lawyers need to be thinking about the CTA. The CTA, which Congress passed as a component of…
Ohio provides guidance on permissible bonus structures for nonlawyer staff
Qualified non-lawyer support staff is a key component to the operation of many law firms and law offices across the country. Accordingly, the lawyers in those firms have a great interest in retaining exceptional nonlawyer staff. But the Ohio Board of Professional Conduct (the “Board”), recently reminded lawyers of the ethical restrictions placed upon them…
ABA distinguishes between legitimate witness preparation and improper coaching tactics
The ABA Standing Committee on Ethics and Professional Responsibility, (the Committee”) recently issued Formal Opinion 508—which highlights the differences between proper witness preparation and unethical “coaching.” The Opinion also sheds light on how remote platforms have paved the way for easier and less detectable means of improper coaching.
What is allowed?
Discussing testimony with…
Rule 1.8(h): Permissibly limiting your malpractice liability or unwittingly violating ethics rules?
Rule 1.8 addresses conflicts that can arise between a lawyer and client (as opposed conflicts between clients). Prior to the adoption of Model Rule 1.8 in 1983, the ABA Model Code flatly prohibited agreements limiting liability. DR 6-102(A) provided that “A lawyer shall not attempt to exonerate himself from or limit his ability to his…