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Conflicts of Interest

Managing the Practice of Investing in Clients

The practice of lawyers investing in clients’ businesses is current and growing. Past experience with this type of activity (which includes taking equity positions in the form of shares of stock) has taught us that this practice raises significant issues which need to be managed. This booklet (Download PDF) will explain the issues you should… Read More »

Categories: Conflicts of Interest, Ethics, Finances, Managing Booklets

Managing Conflict of Interest Situations

Conflicts of interest can be potential or actual, obvious or hidden, anticipated or unexpected, direct or imputed. Conflicts of interest can surface before the lawyer is retained or sometime during the retainer. This booklet (Download PDF) will show how to better manage this risk by identifying, checking for and managing conflict of interest situations.

Categories: Conflicts of Interest, Managing Booklets

How unhealthy lawyers affect client service

man holding head

Almost all lawyers experience stress, but unless it becomes toxic, there is little risk to the client. Occasionally things get truly out of control. That’s when important deadlines are missed, communication with the client diminishes (or ends), and files languish. In extreme cases, the lawyer ‘pretends’ to practice by misrepresenting to the client that work… Read More »

Categories: 2015 September Blue Sky, Articles, Communications Errors, Conflicts of Interest, Firm Management, Inadequate Investigation, Time Management, Wellness, Wellness

Consider threshold questions before accepting joint retainers in wills

pen and document

Joint retainers are common in wills practice. Wills and estates lawyers are often asked to prepare mirror or mutual wills for two spouses. While the lawyer is typically assured by the couple that they are in agreement about the proposed estate plan, lawyers should be careful when relying on these assurances, because over the past… Read More »

Categories: Areas of Law, Articles, Communications Errors, Conflicts of Interest, Content Type, Inadequate Investigation, Retainers, Wills & Estates

A checklist for avoiding conflicts on lateral lawyer transfers

stick man with briefcase

Lateral hiring of partners or associates occurs at firms of every size, and is becoming far more common. In addition to reviewing the transferring lawyer’s credentials and suitability, the transferring lawyer and firm will need to identify and deal with potential conflicts of interest that may arise with respect to clients at the transferring lawyer’s… Read More »

Categories: 2012 January Employment, Articles, Conflicts of Interest, Practice Tips
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