Litigation

Ca. Litig. Rev. 2023

ETHICS: POTENTIAL PERILS OF USING NON-LAWYER INTAKE PERSONNEL

THE AMERICAN BAR ASSOCIATION STANDING COMMITTEE ON ETHICS AND PROFESSIONAL RESPONSIBILITY ISSUES FORMAL OPINION 506.

Written by Kermit D. Marsh Esq.*

In 2023, the American Bar Association ("ABA") Standing Committee on Ethics and Professional Responsibility (the "Standing Committee") issued Formal Opinion 506, entitled Responsibilities Regarding Nonlawyer Assistants Although the ABA’s Standing Committee’s opinions do not constitute controlling authority in California, Formal Opinion 506 offers valuable guidance to California lawyers.

FORMAL OPINION 506

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