California Rules of Professional Conduct, rule 5.3 requires a law firm’s managerial and supervisory lawyers to make reasonable efforts to ensure their nonlawyers’ conduct is compatible with lawyers’ professional obligations, including rules 1.7 [Conflict of Interest: Current Clients] and 1.9 [Duties to Former Clients].
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Information about a client’s assets and bank accounts acquired by virtue of the attorney’s representation of a client is generally confidential within the meaning of Business and Professions Code section 6068, subdivision (e), and cannot be used or disclosed by the attorney.
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This opinion addresses the elements of ethical screens that effectively comply with the Rules of Professional Conduct. California Rules of Professional Conduct, rule 1.0.1(k) provides a definition of a screen that, while helpful, does not provide a detailed roadmap for a law firm instituting an ethical screen.
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