DESCRIPTION
Ethics and Changing Law Firm Affiliation
When a lawyer moves from one firm to another, it can be a fairly dramatic event. The ethical issues for the lawyer and for his or her prior firm and new firm are substantial. There are issues of when and how to communicate to clients and whether it’s done by the lawyer or the firm. There are issues of ongoing matters and what to do with client files. In ongoing litigation or transactional matters, do lawyers withdraw pending a client decision about whether to move the matter to the lawyer’s next firm? Is withdrawal even permitted? There are also issues of conflicts of interest and how they are managed – for the lawyer who is changing law firm affiliation and for the firms involved. This program will provide you with a practical guide to ethical issues when lawyers change law firm affiliation.
- Ethical issues when lawyers change law firm affiliation
- Propriety and timing of communications with the departing lawyer’s clients – by the lawyer or the firm?
- Ownership and transfer of client files among law firms
- Ongoing litigation or transactional matters – is withdrawal permissible?
- Diligence for the new firm– conflicts, confidentiality, and screening
- Issues when a solo practitioner joins a multi-lawyer firm
Speaker:
Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit. Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.