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February 11, 2004

A (We)blog by Any Other Name

Filed under: pre-06-2006 — David Giacalone @ 12:59 pm

Score one point for the English language — Collin Canright has just renamed  Canright & Paule’s new weblog the Business Writing & Design Weblog,  putting the “we” back on that ugly little, truncated word “blog.”  This seems only fitting for a website containingNews, comment, analysis, opinion, and inspiration on writing and design in business and technology.” Bravo  (and thanks to Collin for giving an ethicalEsq post some credit for the inspiration). 

 

What have you done lately to make your language precise and aesthetically pleasing?


  • P.S. George Wallace and I have been discussing the merits and status of puns of late.  So, I can’t let this opportunity pass without mentioning the wonderful play on words presented by Collin’s last name, now shared by his partner and wife Christina Paule Canright:  Mr. and Ms. Canright are experts on better writing.  I’m sure they groan every time the topic arises, so I apologize for not resisting the temptation.  George understands.

February 10, 2004

Dennis Kennedy Adds His Insight on Virtual English

Filed under: pre-06-2006 — David Giacalone @ 10:29 am

E-lawyering guru Dennis Kennedy responded last night to two recent e&h posts with some helpful, but not totally satisfying, ideas. 

 

We had opined that using “virtual English” [that is, unreal, not-quite-apt English] to describe new forms of lawyering made possible by digital technology is often counterproductive for advancing the underlying concepts — because the average lawyer is turned off or confused by them.  One example was Dennis’ use of the term “virtual law firm.”  Dennis responded:


Fortunately, I cleverly defined the term in my article, in no small part to avoid the issues David raises. I use the term “virtual law firm” almost exclusively when my main audience will be the lawyers and technologists who have a familiarity with both the concept and the use of the term as short-hand. I don’t think that it makes any sense to use the term when the audience is the public at large. Even in other contexts, I tend to define the term because I use the term in the sense of non-formalized collaborations, almost in the sense of food co-ops in rural areas, but also in the sense of project teams as Tom Peters might describe them.

Picking your audience helps a lot, but Dennis’ articles appear in professional magazines that are trying to educate and convert a much wider spectrum of lawyers than the technological cognoscente.  His terminology becomes fixed, as it’s passed on down the line to the average lawyer (who might not get past the headline of an article saddled with such “virtual English” ). Calling a team or network a “law firm” bends the English language in a way that cannot be helpful for current or future communication. 


idea dude small   To me, the time to create nomenclature that is understandable and sellable is when you are first naming a concept.  As much as possible, the meaning of the term should be self-evident.  That being said, I totally embrace Dennis’ maxim that “The use of technology jargon, especially when combined with legal jargon, is both an occupational hazard and a practice to be avoided.” 


Responding to my post on disappeared Comments, Dennis also mentions the issue of using or not using Comments on a weblog, and cites to a good discussion by Megnut.   I agree with Dennis that it’s a question that is best left to each website owner/editor, and with Megnut that having the ability to turn Comments on and off for each post can be particularly useful.  My main point is that filtering out contrary opinions in comments and through Trackbacks — not for unacceptable tone but for commerical reasons — takes a lot of the enjoyment out of weblogging, as well as a lot of the sense of community. 

Bankruptcy and the Law Graduate

Filed under: pre-06-2006 — David Giacalone @ 9:29 am

Britain’s Law Society is considering whether and how going bankrupt should affect the eligibility of law school graduates to become bar members (solicitors), according to a recent article in Legal Week. (thanks to The Legal Reader for the pointer)  The move is being made to “head off droves of law graduates declaring bankruptcy.”

 

The [UK] Legal Week article reports that a majority of top law firms in London would agree with a senior partner at a “magic circle firm” who said “I would take a very dim view of any student attempting to shirk his creditors by declaring bankruptcy.”  The article also states:


  • “Currently, qualified solicitors who declare themselves bankrupt usually go before the Solicitors Disciplinary Tribunal, although lawyers are rarely struck off for bankruptcy alone.  Concerns have also been heightened by last month’s Commons vote backing legislation to introduce university tuition fees.”
  • However, Linklaters graduate recruitment partner Simon Firth said that he would consider each student individually. “We would have a problem with someone who has done something improper, but there is a difference between getting into financial difficulty and someone trying to shirk their obligations,” he said.


“emptypockets”  We recently asked at this site whether substance abuse should affect bar admission.  And, I happened to pose the bankruptcy question a couple weeks ago while having lunch with a bankruptcy lawyer, a judge and a recent graduate.   Their consensus seemed to be “you shouldn’t be penalized for taking advantage of a perfectly lawful privilege.”  Both of those issues — plus whether the applicant had ever been treated for any mental illness (such as depression) — would certainly have been deemed relevant when I was seeking bar membership 30 years ago, as part of the applicant’s fitness review, but I don’t think the mere existence of such problems would have ended a law graduate’s career.  One thing is certain: rejecting an applicant for any of the above reasons would provoke a law suit in 21st Century America.

 

Many Brits think of Americans as quaintly Puritanical, but I don’t think our Puritan streak runs to financial matters — “greed is good” is, afterall, a mantra for much of our society.  What does bankruptcy tell us about a lawyer’s values?  Would we be hypocrites to pretend to care?  Your Comments are requested.


P.S.  It just occured to me to ask the question this way: “Would or should the client care that the first thing a lawyer did after graduating from law school was to declare bankruptcy to escape his or her debts?”  Maybe lawyers who choose bankruptcy should be required to then serve in a legal services office or do similar public service before cashing in on that law degree.  Hmmm.


update (Sept. 3, 2005):  Going through my Keyword Activity page, I ran across a Google query about bankruptcy and bar admission.   I number of state bar admission websites have the following Q&A, which is reproduced here from the FAQ webpage of the Georgia Office of Bar Admission:



15. WHY ARE FINANCIAL PROBLEMS, SUCH AS PAST DUE DEBTS OR AN OLD BANKRUPTCY, RELEVANT TO MY ADMISSION?



The Fitness Board recognizes that law students sometimes have financial problems associated with the expense of law school, or with ongoing family obligations. The Board also recognizes that mishandling of client funds is a frequent and serious cause for professional discipline. Admission to the bar does not require a perfect credit record. The Board is interested in whether applicants have dealt honestly and responsibly with their creditors, and whether they are doing so at the time of application. Responsible dealings generally include but are not limited to keeping in contact with the creditor, making payment arrangements, and meeting the terms of those arrangements. Defaulted student loans and failure to make child support payments are of particular concern to the Board and may well lead to denial of admission if not resolved at the time of application or soon thereafter.


 

February 9, 2004

New Pro Se Resources Webpage

Filed under: pre-06-2006 — David Giacalone @ 6:02 pm

SelfSupport.org has created a very useful web page, listing online Resources for the Self-Represented.


In addition to listings for Legal Aid Services, there are links to:



Online Information [e.g., hotlines, law library, layman’s glossary, etc.]


Court Forms


Self Help Centers


State Court Websites

NH Report Recommends Strong Program for Pro Se Litigants

Filed under: pre-06-2006 — David Giacalone @ 5:44 pm

A New Hampshire Supreme Court Task Force has released an important set of recommendations for meeting the challenge of the self-represented litigant.   Called Challenge to Justice (Jan. 2004) the Report is notable for both its positive tone and thorough approach to helping the pro se litigant:

As for tone, the Report acknowledges that “They come into their court, on their own, with a conflict or change in their lives, and they expect a resolution. That is their constitutional right,” and that:

All of the suggestions within this report however, are grounded on the single principle that meaningful access to justice in today’s world means a clear recognition by those involved in the system that many of our constituents want to go it alone when they come to court. Our obligation is to give these citizens the help they want, need and deserve.
Here’s an outline of the Task Force’s Findings and Recommendations:

1. EXPANDED LEGAL SERVICES. Because low-income clients lack access to attorneys and are most likely to represent themselves, legal services should be expanded significantly. (See page 8)


2. LIMITED REPRESENTATION. To increase the availability of lawyers, current professional conduct rules should be revised to clearly allow lawyers to engage in limited representation of clients. (See page 10)


3. CASE MANAGERS. Every major court should have one or more well trained case managers to evaluate pro se cases entering the system for possible referral to mediation, the private bar, pro bono or legal services providers and to meet with pro se litigants before their court hearing to prepare the parties and the case for the court. (See page 13) [“Unlike other court personnel who assist these litigants, case managers specifically schedule time to meet with pro se litigants and provide one-on-one assistance to them.”]


4. PUBLIC ACCESS TO INFORMATION. The Judicial Branch and State Office of Information Technology should launch a “Computer in Every Courthouse” project to establish public access computer workstations. (See page 16) An online “Self-Help Center” should be established on the Judicial Branch Website to provide pro se litigants with forms, instructions and comprehensive, user-friendly information about court procedures and available legal services.


5. ALTERNATIVE DISPUTE RESOLUTION. The courts should designate a statewide coordinator to oversee alternative dispute resolution programs at all levels of the court system. (See page 19)

6. PROTOCOLS FOR JUDGES AND STAFF. The courts should develop and promulgate written protocols for judges and staff that explain their duties and limitations in managing pro se litigation. (See page 22)


7. SIMPLIFIED RULES. Court rules, forms and procedure should be simplified, where possible, to accommodate self-represented litigants. (See page 26)

Using “Case Managers,” encouraging unbundling, and taking full advantage of the power of technology to assist self-help programs are key factors in achieving the Task Force’s goals. (Thanks to SelfSupport.org for pointing me to this Report)
  • If my alter ego Jack Cliente were still around, he’d probably point out one disturbing aspect of the Report:  Nowhere on the full page of Acknowledgements is the New Hampshire Bar mentioned, nor is any member of the Task Force identified as being a representative of the NHB.   I don’t know if these are oversights or ominous omissions.

February 8, 2004

Smells Fishy: Lawyers Get $30 Million, Plaintiffs Get $10 Million in Salmon Settlement

Filed under: pre-06-2006 — David Giacalone @ 9:59 pm

Alaska salmon fishermen will get less about $2100 each, while defense and plaintiff lawyers share $30 million in a salmon price-fixing settlement approved last week by the district court judge.  It’s all on the up and up, but it doesn’t mean we have to like it.  See law.com NewsWire (02-09-04), which points to an AP article (02-06-04).  (Alakayak v. British Columbia Packers, Alaska Super. Ct., No. 3AN-95-4676-CI),


The $40 million damages pot was produced when some defendants settled early to avoid the risks of trial.  However, plaintiffs’ counsel ended up losing soundly at trial.  At that point, Alaska Gov. Frank Murkowski attempted to prevent class counsel from receiving any of the $16 million fee proposed in the settlement agreement, saying. 

“The fees should be shared by those who have been hurt by this exercise in poor judgment, namely the fishermen and the processors.  This lawsuit has had a devastating impact on our markets, particularly in Japan. It will take a significant, concentrated effort to rebuild what has been lost.”


I’m looking forward to Walter Olson continuing to grill this one.

February 7, 2004

Disappeared from Law-Blog Cyberspace

Filed under: pre-06-2006 — David Giacalone @ 9:24 pm

Call me naiveEsq for not expecting this.  I’ve recently discovered a big difference between lawyer weblogs that were created primarily as marketing tools and those written for the sheer joy of sharing ideas and information, or presenting a point of view:  The marketing and reputation-oriented lawyer weblogs appear to remove Comments, pings and blogroll listings that might make their “product” look less valuable or useful.  Of course, a lot of them simply don’t allow unfiltered comments or pings.


deleteKey n  This has been on my mind the past couple of weeks, because I’ve seen a Comment or two, a TrackBack, and a listing of mine disappear from a couple of e-blawgs.  Frankly, this takes a lot of the fun and sense of community out of weblogging.  I guess that’s what happens when a great form of communication is turned into a “hot” marketing tool.  Maybe I’m just lucky to have it happen so infrequently, given my somewhat atypical views on lawyering and marketing.


Does anyone have thoughts or experiences to share on this topic?  (“Duh, David!” won’t help much, but won’t be deleted.)



P.S.  Going from watching your words to Word Watchers:  You ought to check out an interesting post from the non-censoring Evan Schaeffer, of notes from the (legal) underground, titled Beware the Cynic Incubators.  Evan warns of evil word-abusers and co-opters (especially bemoaning the fate of the terribly overused word “reform”).   


 

February 6, 2004

Can We Talk About “Virtual” English?

Filed under: pre-06-2006 — David Giacalone @ 4:57 pm

phone ringing . .

Appearances to the contrary, I hate being a Name Nag or Word Whiner.  But, terminology keeps many lawyers from seriously considering the use of important new technology that will benefit consumers.  So, I’m going to force myself yet again to nudge all you creaters and “early adopters” of technology to choose nomenclature that is inclusive and understandable to Jill and Jack Lawyer on Main Street (rather than weird, incomprehensible or repulsive).  Today’s targets, the terms:




      • virtual
      • virtual law firm/office
      • disruptive

They may be passive-aggressive rather than violent, but most Lawyers are Luddites, loathe to adopt new technology.  I’m pretty certain that the three terms chosen for today’s lesson will not sell the digital, high-tech, well-networked era of lawyering to the demographic groups that make up the great mass of attorneys.  Sure, I’m no marketing whiz (which may be a plus), but I think my antennae are quite good at picking up communication breakdowns or static. 


My credentials as translator between the high- and low-tech sectors of the Bar?   I’ve practiced in a big fancy city with high-powered lawyers, and in a small, poor one alongside the non-Ivy section; I’m over fifty; I learned to”reframe issues” for better communication between mediation clients; and I’ve been an ESL tutor, seeing first hand the difficulties that neologisms, jargon and idioms pose for linguistic outsiders. 

mouse lawyer small . .

Virtual“:  “Digital” and “computer-assisted” would have been difficult enough nomenclature to popularize with lawyers, but why the heck do we use (and keep changing the meaning of) “virtual” when pitching new technology?   Most lawyers remember the definition of “virtual” from their childhood: “existing in the mind or imagination” or “in essence”.  If they’ve run across it fairly recently, it involves a computerized game environment their sons are dying to experience.  These days, the word keeps being applied to more and more computer-related situations, as is explained in a Usage Note from The American Heritage Dictionary: 


“When virtual was first introduced in the computational sense, it applied to things simulated by the computer, like virtual memory—that is, memory that is not actually built into the processor. Over time, though, the adjective has been applied to things that really exist and are created or carried on by means of computers. . . Virtual tends to be used in reference to things that mimic their “real” equivalents. ”     [and see this computer industry glossary entry]

 

mouse lawyer small flip  Just what “virtual” means or connotes to Main Streeters when discussing the practice of law is any one’s guess.  But, that’s the problem: we and they have to guess.  I’m guessing, it’s not a meaning that opens minds and checkbooks.

 

Virtual Law Firm/Office” is even worse.  It has all the problems of the word “virtual,” plus creating great ambiguity about what a “law firm” is.  I recently praised the concepts in Dennis Kennedy‘s article  “A Vision for Virtual Law Firms — Questions You Should Be Asking” (Law Practice Today, Jan. 2004).  But, let’s be frank: Dennis is not talking about a “law firm” as we know it.  In fact, Dennis says


“To me, virtual law firm simply means an affiliated group of lawyers connected by technology rather than co-existing in common physical locations.” 

Dennis seems to be talking about creating and maintaining a network of lawyers that is able to communicate and share information readily through computer technology, without a pooled profit-center.   That’s not a “law firm” — an entity that exists as a corporation or partnership, and that shares profit and losses.

 

It’s not even a “law office” (nor a shared-suite arrangement).   We’re still at a stage where only a minority of the general public might understand “virtual office” as meaning


“An office that is not a real office environment, such as telecommuters, people working out of the normal office and people working in home offices, presenting an image that is different.”  

Stretching that terminology to mean loosely affiliated people who are part of a professional referral network, and whose computers can talk to each other when necessary, is asking for confusion — which means it turns off much of the target audience.


“bow tie”  “Disruptive Technology”:   Although I hold Jerry Lawson in great esteem, I think this phrase is also a turn-off for the average lawyer.  Weblogs and other techologies may meet the criteria for “disruptive technology” set out by Clayton Christiansen in his 1997 book The Innovator’s Dilemma (HBS Press, 1997).  But, the phrase means nothing to the hordes of lawyers unfamiliar with management theory and corporate strategy.  Forget necktie analogies, most lawyers still see bowties as disruptive.  If your headlines tout a “disruptive technology,” they’ll turn to another page.   Instead, pique their interest with an idea that will help shake up the competition — that’s profit-generating, efficiency-enhancing, a proven client magnate..  


Razzle-dazzle may work in Silicon Valley and Wall Street.  Plain English is virtually always the most effective form of advocacy on Main Street — including when making a sale.



Afterthought (02-07-04):  Yesterday, I forgot to mention the definition of a “virtual law firm” that Jerry Lawson of elawyerBlog recently attributed to Joe Kashi:



” Kashi suggests that it is a law firm that:



  • Has a stable core group of attorneys;
  • Has established collaborative relationships with other, specialized law firms that possess expertise that’s occasionally needed;
  • Is glued together with appropriate computer and telecommunications technology; and,
  • Expands and reduces personnel as needed.

“Sounds like a pretty good working definition.”


Constructing and maintaining such an entity seems like a great way to take advantage of new technologies, bringing efficiencies and synergy that will benefit lawyers and clients.  But, as I argue above, it’s not a law firm, and calling it “virtual” is more confusing than explanatory for the non-initiated.   It’s a high-tech (“digital”) lawyer network. 


Why complicate things by using confusing, definition-bending nomenclature?   When you ask Average Lawyer “Is she in your law firm?”, you’re asking a very different question than “Is she part of your lawyer referral network?”    I don’t want to have to overhear this conversation:



“Well, she’s not in my firm-firm, but she is in my virtual firm.”  “But, didn’t she used to be in your firm-firm?”  “Yes, we all liked her at our firm(-firm), and when she left to open her own firm-firm (but stay in our office-office suite), we hoped she’d join our virtual firm.” 

What a Moon!

Filed under: pre-06-2006 — David Giacalone @ 12:09 am

Don’t you just love it when Scheherazade makes you feel like you’re right thereE.g., If You’re Near A Window.  


 she paints the picture  sunset gray .


p.s. to Sherry: what would you do about bar exams?

February 5, 2004

Take This Bar (Exam) And Shove It

Filed under: pre-06-2006 — David Giacalone @ 10:01 pm

Nobody likes bar exams, so “The Georgia State University College of Law and the Georgia State Law Review held a symposium on Thursday discussing alternatives to the bar exam that students must take in order to practice law.”  See this GSU Signal article. 


dripping faucet . . .


Law.com NewsWire (02-06-04) says::



Why not practice on pretend clients? Work for the poor? Serve a one-year apprenticeship, or take a nationalized exam? A recent conference sponsored by the Georgia State University College of Law produced no shortage of alternatives to the present bar exam  The most popular inspiration: medical training.


According to the Signal article experts from the legal and medical fields made presentations, and “Lawrence M. Gosberg, a professor of law at the New York Law school and the director of the Lawyering Skills Center, proposed that law students be required to practice their skills on actors that put students in real situations and then give them feedback on their skills and approaches from a perspective different from that of a law professor.”  [An upcoming edition of the GSU Law Review will feature seven articles on this topic.]


I’m sure e&h visitors can supply a few choice suggestions of their own.  Leave Comments, but please make them Family-Friendly.



But seriously:  Only those with a stake in continuing 3-years of law school appear to believe that the current model prepares students to practice law well, or that bar exams adequately measure readiness to practice law.   Law school isn’t (or shouldn’t be) about massive amounts of memorization or “teaching to the test.”  How long does it take to learn how to “think like a lawyer” (learn to issue-spot and then master the issue) and “write like a lawyer”? 


A shorter period of school, combined with some form of “internship” or apprenticeship seems to make sense — and should greatly reduce law student debt.   Or should law licenses be limited to particular practice areas, after passing rigorous and realistic tests of the relevant skills? (See Ralph Warner’s article Restrict Lawyers’ Licenses.)



 

February 4, 2004

Legal Journalism Avoids Legal Ethics

Filed under: pre-06-2006 — David Giacalone @ 9:37 pm

newspaper what ethics?

 

Reporter >Wendy Leibowitz has some strong and well-justified words about legal ethics and how little attention legal journalism gives to them, at Jurist‘s group weblog Law Reporting. (“coverage of legal ethics, and shame“, 02-03-04)   Wendy is reacting to yesterday’s NYT article, In a Complex World, Even Lawyers Need Lawyers, which describes the growing number of law firms employing in-house general counsel to help handle ethics issues, such as those that arise when taking on a new client whose interests may conflict with a current client.   

 

Wendy points out:


Now, once upon a time, say, ten years ago, the idea of representing someone who wants to sue an existing firm client would have been unthinkable. The conflict of interest was too clear — the ethical rules require an undivided duty of loyalty to your client. I’m surprised that the article doesn’t mention that, or even touch base with a legal ethics pontificator who would point that out.

With greed more persuasive than ethics, the job of the law firm general counsel is to “show us how we can represent both parties to a lawsuit without getting sued.”  Wendy concludes that the article: 



[S]hows that ethical standards in the case of private law firms have dropped dramatically, and not to the benefit of the client, but solely to benefit the profits of the law firm.  I hope that legal journalists will point this out.

 

But coverage of legal ethics is shamefully scanty and haphazard. Most people assume that legal journalism just means coverage of litigation, and so . . . [w]hile the celebrities get carpet-bomb coverage, the real practices that disadvantage ordinary clients are kept far from view. [emphasis added]

Wendy’s weblog-mate Jack Ayers has a few choice words, too, on the topic.  Thanks to Howard Bashman for directing me over to this excellent weblog, where “Legal journalists and law professors discuss law and the media.

 

A Northwest Law Firm That’s Run Like Southwest Air

Filed under: pre-06-2006 — David Giacalone @ 7:17 pm

jet takeoff . .

Larry Bodine recently wondered what would happen if a law firm were run like Southwest Airlines.  Neither he nor I thought we’d ever see such an animal.  Evan Schaeffer also scoffed at the notion.  Today, I learned that a 30-attorney San Francisco law firm, Rogers Joseph O’Donnell & Phillips, might have already achieved SWA status in its work environment.   The firm was honored recently with a Psychologically Healthy Workplace Award by the American Psychological Association.   According to an article in Washington Lawyer that stresses the great need for lawyers to reduce workplace stress (“from the President: A Healthy Workplace is a Wealthy Workplace,” by Shirley Ann Higuchi, Feb. 2004):


      “The firm has adopted two strategies: making the organizational structure less hierarchical and allowing employees to have a say in the nature of their work environment. Hence secretaries don’t just receive job evaluations; they design their own performance reviews and can evaluate the attorneys as well. New hires are required to introduce themselves to all of the firm’s employees, and all employees are expected to have an open-door policy to foster frequent and open communication.


       “Town hall meetings are a regular occurrence, and employees are encouraged to communicate in an honest and open fashion. Employees know that although there is no guarantee their ideas or concerns will always be accepted, their thoughts will at least be heard, evaluated promptly, and responded to fully.


     “When the firm first adopted these strategies, it was hoping that by treating its employees well it would lead to their treating the firm’s clients well, and such treatment was important for business. The measures have paid off: morale, productivity, and client satisfaction are at an all-time high.”

Higuchi, the DC Bar President, notes that there is no one model for such creating a healthy workplace, and she suggests a number of other practices that might work in law firms.  She concludes that “Such practices are increasingly showing themselves to be not just good, but necessary for both employee satisfaction and organizational success.”


     The principle at stake here, the thread that runs through all healthy workplace practices, is simple. It appears that health and wealth are not mutually exclusive. They work in tandem and are, in fact, mutually supportive.

Postscript (02-05-04): Matt Homann has a  good post on the topic of keeping employees happy:  An Employee’s Perfect Law Firm.

Feel Especially Protected This Week?

Filed under: pre-06-2006 — David Giacalone @ 4:19 pm


diner dude . . .


Hey, Consumers, we’re right in the middle of National Consumer Protection Week (the 6th Annual, in fact).  President Bush proclaimed it on Monday, with the reminder that “This year’s theme, ‘Financial Literacy: Earning a Lifetime of Dividends,’ highlights the importance of financial education to consumer protection.”  The FTC has an informative press release, too, with links to financial resources for consumers.  (Thanks to Jurist Paperchase for the reminder to celebrate and educate.)


My decade at the Federal Trade Commission might make me a bit biased, but I think the Commission has the right approach to consumer protection:



  1. help consumers be fully informed when making their decisions and asserting their rights
  2. promote competition in price, quality, innovation, etc.
  3. have a strong enforcement presence


You can find a directory of FTC consumer information here.  The FTC website has a lot of good information about credit, investments, e-commerce and internet issues.

Go to Consumer.gov for a gateway to consumer information from the federal and state governemnts.  While clicking around today, I discovered a webpage with links to federal Information in Other Languages25 languages!  It’s interesting to see what’s available in various languages — the materials vary greatly. 

 

don't forget  Finally, to my lawyer colleagues:  Please don’t forget that clients are consumers, too.  They deserve:



  • to be fully informed of options and rights;


  • all the benefits of vigorous competition;


  • the protection of vigilant and effective regulatory watchdogs


  • special treatment every week.

e&h-e&h-e&h


Speaking of consumer fraud, thanks to The Fool in the Forest for mentioning my essay on Haiku & the Fair Use Doctrine in an interesting post today on Forgery and Plagiarism. 

Estate Planners in California Seek a Devilish Repose

Filed under: pre-06-2006 — David Giacalone @ 11:18 am

The Trusts and Estates Section of the California Bar is praying for a special statute of limitations that would, according the legal reform group HALT, “effectively immunize estate planners from malpractice liability.”  See HALT’s Press Release (02-01-04) .  As HALT explains:



Current law tolls the statute of limitations for legal malpractice actions until a plaintiff sustains actual injury, and in the context of estate planning, this usually occurs at the time of probate. At that point, the plaintiff must file suit within a year of when she discovers or should have discovered the facts constituting the attorney’s wrongful act or omission or within four years from the date of the wrongful act or omission, whichever occurs first.


hourglass . .


Eager to shield themselves from liability after they have drafted a trust or will, estate planners are urging the [California Law Revision] Commission to recommend a special statute of repose exception for estate planning malpractice. Under a statute of repose, victimized plaintiffs would have only a few years after the drafting of an estate plan-the proposals range from five to 10 years-to bring a legal malpractice action.


In the alternative, estate planners recommend a notice-triggered time limit. Under this scheme, an estate planner would send her client a letter terminating the attorney-client relationship and triggering a four-year period to commence suit for malpractice. Beneficiaries would receive no notice.


HALT Executive Director James C. Turner stated that “This ill-conceived proposal would cut off meaningful accountability for estate attorneys and should be rejected by responsible members of the bar.”   Personally, I’m especially moved by the whining argument of one attorney before the California Commission (quoted in a Los Angeles Daily Journal  article, Jan. 30,2004, by HALT’s James C. Turner and Suzanne M. Mishkin): 



 “[T]wenty years later I still have to worry about the hundred or so estate plans I worked on as a fledging associate! And unless you do something about it, I will have to worry about it twenty years hence!” She went on to complain that the “specter of that Sword of Damocles still hanging over my gray and trembling head twenty years from now is not pleasant.”


HALT’s response rings true:  “The problem is not the expense of malpractice insurance; the problem occurs when attorneys draw up estate plans-legal instruments that are often the most important and precious to clients and families-without possessing the requisite skill and experience or exercising the necessary care. The statute of limitations for legal malpractice should not be dramatically altered to immunize the errors of inexperienced and incompetent attorneys.


HALT’s full submission to the California Commission is available here.

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