California Lawyers Association

Ethics Formal Opinion

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]. Read more
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. Read more
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. Read more

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