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ABA Model Rule 1.2 and the California Rules of Professional Conduct Rule 1.2, as well as various court rules, permit a lawyer to limit the scope of representation when reasonable under the circumstances, yet many lawyers do not take advantage of this opportunity to provide limited scope and unbundled legal services. This panel will define unbundled and limited scope legal services and the benefits, discuss relevant ethical provisions, and provide some best practices for incorporating this into your legal or pro bono practice.

Speakers

Amy Spivey is a Visiting Assistant Professor and Clinic Director of the Low-Income Taxpayer Clinic at University of California, Hastings College of the Law in San Francisco, California. Before coming to UC Hastings, Amy served as the Clinic Director of the Low-Income Taxpayer Clinic at the Justice & Diversity Center of the San Francisco Bar Association. Prior to working at Low-Income Taxpayer Clinics, she worked in private practice as a tax controversy attorney representing individuals and small businesses before federal and state tax agencies. She received her B.A. from the University of Florida and her J.D. from UC Hastings.

Ana M. Storey is the Executive Director of LevittQuinn Family Law Center, a nonprofit family law center protecting children and standing with family members in crisis. She began her legal services career in 1999 handling custody and civil domestic violence cases, eventually overseeing work in family and consumer law, self-help services, and veterans’ issues. The Legal Aid Association of California recognized her in 2010 with their Family Law Award in Direct Representation.

Ms. Storey is president of California Women Lawyers, having served as a District Seven Governor since 2016, and most recently serving two terms as Treasurer, and chairing the Awards Committee. Ms. Storey is a liaison member to the Los Angeles County Bar Association’s Family Law Executive Committee. She is a former chair of both the California State Bar’s Family Law Executive Committee’s Affirmative/Developing Legislation Committee and of the Los Angeles County Domestic Violence Council’s Systems Improvement Committee. She is a former two-term president of the Latina Lawyers Bar Association.

Ms. Storey earned her Bachelor of Science cum laude in Public Policy and Management from the University of Southern California and her law degree from Loyola Law School, where she served as president of the Women’s Law Association and earned a Dean’s Service Award.