Avoiding Turbulence While Taking Flight: The Ethical Attorney’s Guide to Technology Kathleen Kitson Maria Mancuso Nicholas Palos st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position ▪ May 18 – 22 ▪ Sher Sherato aton Gr n Greens eensboro boro ▪ Gr Greensboro, North eensboro, North Carolina Carolina
Presenters Kathleen Kitson, Esq. Child Support Hearing Officer New Jersey Judiciary Maria Mancuso, Esq. Child Support Hearing Officer New Jersey Judiciary Nicholas Palos, Esq. Support Magistrate Kings County (Brooklyn, NY) Family Court Pam Sala (Moderator) Chief Assistant Friend of the Court Oakland County (MI) Friend of the Court st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
To maintain the requisite knowledge and To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes skill, a lawyer should keep abreast of changes in the law and in the law and practice, including the benefits practice, including the benefits and risks associated with relevant technology.. . and risks associated with relevant technology ABA Model Rule 1.1, Comment 8 ABA Model Rule 1.1, Comment 8 st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Greensboro, North Gr eensboro, North Carolina Carolina May 18 – 22
Workshop Objectives � This CLE workshop will � Alert the participants to the ethical issues which arise as technology continues to impact the practice of law � Demonstrate the intersection between substantive law and the law governing the practice of law � Probably raise more issues than we answer st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Greensboro, North Gr eensboro, North Carolina Carolina May 18 – 22
Workshop Methodology � Our troupe of players will present a series of episodes involving legal ethics issues. � At the conclusion of each episode, the players will discuss various issues raised in the performance and invite your comments. st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
CAUTION: FAILURE TO ENGAGE IN THE DISCUSSION OF THE ISSUES PRESENTED MAY BRING ABOUT LAW SCHOOL FLASHBACKS . . . . “VOLUNTEERS WILL BE CHOSEN” st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sher Sherato aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
ACT I Taxiing to the Runway st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
The Scene The Office of Jane Doe Executive Officer of Doefficients, Inc. st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sher Sherato aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
Jane Doe Jane.Doe@doeco.com 1234 Main Ave. (234)567-8910 Address: Telephone No.: Nature of inquiry I need assistance getting my husband to support our children. He has said he’ll take our company down if I press this, but I know he can provide for these B y clicking on “send” ��� children. He has taken all of our joint accounts. ����������� ���� �� ��������� ����� ����������� ��� ���� ������������ A� ������� ������ ������������ ���� ���� �� ����������� ��� ��������� �� � ������� �������� ��������� st Annual Train ERICSA 51 ERICSA 51 st Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Greensboro, North Gr eensboro, North Carolina Carolina May 18 – 22
GHF: Good afternoon and welcome to Goethe Hidit & Fast. How may I help you today? Jane: Well, I think I need a lawyer to get support from my husband for my children. GHF: Okay, tell me a little more about your situation. Jane: John and I have been married for nine years and we have three children. He moved out last month and is not supporting our children I think he’s going to divorce me after her moves in with his new girlfriend. GHF: Why do you think that? Jane: He took all of our bank records with him, except for my private accounts that he does not know about. GHF: okay, you have assets he does not know about st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Greensboro, North Gr eensboro, North Carolina Carolina May 18 – 22
Jane: Of course I do. I’ve seen this coming and I’ve been preparing for this. I have no intention of telling him about it GHF: So you want our help in making sure he does not learn about it, correct? Jane: Among other things. I have a list of things I want to accomplish. GHF: Such as? Jane: I want control of our company. If I get that, he can have anything else he wants. GHF: Ok. I think I have enough information. Someone from the firm will get back to you in a day or so. st Annual Train ERICSA 51 ERICSA 51 st Annual Training Con ng Confer erenc ence & E & Exposition position Sher Sherato aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
ISSUES AND AUTHORITIES � Websites and Solicitation of Business � Applicable Rules � Model Rule 4.1(a) � Model Rule 7.1 � Model Rule 7.3(a) � Model Rule 8.4(c) � Bar Opinions � ABA Formal Opinion 10-457 � AZ State Bar Opinion 02-04 st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Greensboro, North Gr eensboro, North Carolina Carolina May 18 – 22
ISSUES AND AUTHORITIES � Websites and solicitation of Business � Use of live chat services � Model Rule 7.3(a) � A lawyer shall not by in-person, live telephone or real-time electronic contact solicit professional employment from a prospective client when a significant motive for the lawyer’s doing so is the lawyer’s pecuniary gain � NC Formal Opinion 2011-8 � Philadelphia Bar Opinion 2010-6 st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
ISSUES AND AUTHORITIES � Maintaining confidentiality of information � Duty of Confidentiality � Model Rule 1.6 � A lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation or the disclosure is permitted by paragraph (b). st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
ISSUES AND AUTHORITIES � Maintaining confidentiality of information � Prospective Client � Model Rule 1.18 � A person who discusses with a lawyer the possibility of forming a client-lawyer relationship with respect to a matter may be a prospective client. � Individual cannot make disclosure unilaterally � Use of material learned during such discussion to the extent Model Rule 1.9 permits use of such material when obtained during representation with a former client. st Annual Train ERICSA 51 ERICSA 51 st Annual Training Con ng Confer erenc ence & E & Exposition position Sher Sherato aton Gr Greensboro eensboro Gr Greensboro, North eensboro, North Carolina Carolina May 18 – 22
ISSUES AND AUTHORITIES � Maintaining confidentiality of information � Warnings, Disclaimers & Cautionary Statements � Creation of Attorney-Client Relationship � NM Bar Opinion 2000-1 � NC Bar Opinion 2000-3 � NYCBA Formal Opinion 1998-2 � UT Bar Opinion 96-12 � VT Ethics Opinion 2000-04 st Annual Train ERICSA 51 st ERICSA 51 Annual Training Con ng Confer erenc ence & E & Exposition position Sherato Sher aton Gr Greensboro eensboro Greensboro, North Gr eensboro, North Carolina Carolina May 18 – 22
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