Search Results
Your search for: “ancillary business” returned 88 results
- Adopted: November 01, 2024Opinion discusses a lawyer’s professional responsibility when using artificial intelligence in a law practice.
- Adopted: July 19, 2024Opinion provides that a lawyer may allow a third-party business to install a self-service kiosk in the lawyer’s office for the provision of ignitio...
- Adopted: April 21, 2023Opinion clarifies a lawyer’s professional responsibility when closing and/or selling a law practice and when handling aged client files.
- Adopted: July 22, 2022Opinion rules that a lawyer may be included in an allied professional’s list of recommended lawyers provided that the professional does not dissemi...
- Adopted: July 16, 2021Opinion discusses a lawyer’s professional responsibility to safeguard entrusted funds by identifying and avoiding purported transactions involving ...
- Adopted: January 15, 2021Opinion rules that a lawyer may not advance a client’s portion of settlement proceeds while a matter is pending or litigation is contemplated but m...
- Adopted: October 25, 2019Opinion rules that, depending on the function of the social media platform, offering an incentive to engage with a law practice’s social media acco...
- Adopted: October 25, 2019Opinion rules that a lawyer may receive virtual currency as a flat fee for legal services, provided the fee is not clearly excessive and the terms ...
- Adopted: October 25, 2019Opinion rules that a lawyer may advertise the lawyer’s inclusion in a list or membership in an organization that bestows a laudatory designation on...
- Adopted: October 26, 2018Opinion rules that, subject to certain conditions, a lawyer may participate in an online service for soliciting client reviews that collects and po...
- Adopted: July 27, 2018Opinion explains when a lawyer may participate in an online rating system, and a lawyer’s professional responsibility for the content posted on a p...
- Adopted: July 27, 2018Opinion rules that, with certain conditions, a lawyer may include in a client’s fee agreement a provision allowing the lawyer’s purchase of litigat...
- Adopted: October 27, 2017Opinion rules that an agreement between law firms engaged in merger negotiations not to solicit or hire lawyers from the other firm for a relativel...
- Adopted: April 21, 2017Opinion rules that lawyers may advertise through a text message service that allows the user to initiate live telephone communication.
- Adopted: July 22, 2016Opinion rules that a lawyer who does not own equity in a law firm may be held out to the public by the designation “partner,” “income partner,” or ...
- Adopted: October 23, 2015Opinion rules that the business relationships with health care professionals created by a lawyer previously employed as a health care consultant co...
- Adopted: April 21, 2015Opinion rules that a lawyer who represents the employer and its workers' compensation carrier must share the case evaluation, litigation plan, and ...
- Adopted: April 17, 2015Opinion rules that a lawyer may not prepare pleadings and other filings for an unrepresented opposing party in a civil proceeding currently pending...
- Adopted: January 23, 2015Opinion rules that a lawyer who handles adoptions as part of her or his law practice and also owns a financial interest in a for-profit adoption ag...
- Adopted: January 23, 2015Opinion rules that common representation in a commercial real estate loan closing is, in most instances, a “nonconsentable” conflict meaning that a...
- Adopted: January 23, 2015Opinion rules that a lawyer may accept an invitation from a judge to be a "connection" on a professional networking website, and may endorse a judg...
- Adopted: January 24, 2014Opinion rules that a lawyer may disburse immediately against funds that are credited to the lawyer’s trust account by automated clearinghouse (ACH)...
- Adopted: January 24, 2014Opinion rules that records relative to a client’s matter that would be helpful to subsequent legal counsel must be provided to the client upon the ...
- Adopted: October 25, 2013Opinion provides guidance to lawyers who work for a public interest law organization that provides legal and non-legal services to its clientele an...
- Adopted: July 19, 2013Opinion rules that a lawyer/trustee must explain his role in a foreclosure proceeding to any unrepresented party that is an unsophisticated consume...
- Adopted: January 25, 2013Opinion rules that a lawyer-mediator may not draft a business contract for pro se parties to mediation.
- Adopted: January 25, 2013Opinion rules a lawyer may not participate as a network lawyer for a company providing litigation or administrative support services for clients wi...
- Adopted: October 26, 2012Opinion rules that a lawyer representing an employer must evaluate whether email messages an employee sent to and received from the employee’s lawy...
- Adopted: October 26, 2012Opinion rules that a law firm may use a leased time-shared office address or a post office address to satisfy the address disclosure requirement fo...
- Adopted: April 27, 2012Opinion rules that a lawyer may not agree to procure title insurance exclusively from a particular title insurance agency on every transaction refe...
- Adopted: January 27, 2012Opinion rules that a lawyer may contract with a vendor of software as a service provided the lawyer uses reasonable care to safeguard confidential ...
- Adopted: October 21, 2011Opinion rules that a lawyer must notify the court when a clerk of court mistakenly dismisses a client’s charges.
- Adopted: October 21, 2011Opinion rules that a lawyer may advertise on a website that offers daily discounts to consumers where the website company’s compensation is a perce...
- Adopted: January 21, 2011Opinion rules that a lawyer may receive a fee or commission in exchange for providing financial services and products to a legal client so long as ...
- Adopted: January 21, 2011Opinion rules that a lawyer may list membership in Million Dollar Advocates Forum, or another organization with a self-laudatory name, on his lette...
- Adopted: January 21, 2011Opinion provides guidance on the cross-examination of current and former clients.
- Adopted: October 29, 2010Opinion provides guidelines for participation in a barter exchange.
- Adopted: October 23, 2009Opinion rules that a lawyer must provide appropriate supervision to a nonlawyer appearing pursuant to N.C. Gen. Stat. A796-17(b) on behalf of a cla...
- Adopted: July 24, 2009Opinion rules that, unless affected clients expressly consent to the disclosure of their confidential information, a lawyer may allow a title insur...
- Adopted: January 23, 2009Opinion rules that a lawyer who represented the trustee or served as the trustee in a foreclosure proceeding at which the lender acquired the subje...
- Adopted: October 24, 2008Opinion surveys prior ethics opinions on legal fees, sets forth the ethical requirements for the different types of fees paid in advance, authorize...
- Adopted: April 25, 2008Opinion provides guidance on miscellaneous issues relative to client seminars and solicitation, gifts to clients and others following referrals, di...
- Adopted: January 25, 2008Opinion rules a lawyer may advertise the lawyer's inclusion in the list of lawyers in North Carolina Super Lawyers and other similar publications a...
- Adopted: July 13, 2007Opinion rules that a law firm may not continue to use a former member's surname in the law firm name if the member continues the practice of law wi...
- Adopted: January 19, 2007Opinion rules that a lawyer may advertise by autodialing potential clients and playing a recorded telephone message with information about a legal ...
- Adopted: October 20, 2006Opinion rules that a lawyer may be a member of a for-profit networking organization provided the lawyer does not distribute business cards and is n...
- Adopted: July 21, 2006Opinion rules that, outside of the commercial or business context, a lawyer may not, at the request of a third party, prepare documents, such as a ...
- Adopted: July 21, 2006Opinion rules thata lawyer may disburse against deposited items in reliance upon a bank's fundingschedule under certain circumstances.
- Adopted: January 20, 2006Opinion examines the requirements for an interim account used to pay the costs for real estate closings and also rules that the actual costs may be...
- Adopted: October 21, 2005Opinion rules that the compensation of a nonlawyer law firm employee who represents Social Security disability claimants before the Social Security...
- Adopted: October 21, 2005Opinion rules that an attorney may recommend that a prospective client use a computer in the attorney's office and the services of an Internet-base...
- Adopted: January 21, 2005Opinion rules that a lawyer may form a professional corporation for the practice of law and the professional corporation may enter into a law partn...
- Adopted: January 21, 2005Opinion explores the role of a lawyer who is appointed guardian-ad-litem for respondent parent with diminished capacity.
- Adopted: April 23, 2004Opinion rules that an attorney may not offer promotional merchandise in a targeted direct mail solicitation letter as an inducement to call the att...
- Adopted: January 16, 2004Opinion rules that a lawyer may not prepare a power of attorney for the benefit of the principal at the request of another individual or third-part...
- Adopted: July 25, 2003Opinion rules that a law firm may contract with a professional employer organization (PEO) to perform human resources, payroll, and other non-opera...
- Adopted: January 24, 2003Revised January 26, 2012 The North Carolina State Bar has been requested to interpret the North Carolina unauthorized practice of law statutes (N....
- Adopted: October 19, 2001Opinion rules that, although a lawyer may recommend the purchase of a financial product to a legal client, the lawyer may not receive a commission ...
- Adopted: April 27, 2001Opinion rules that there is no prohibition on a law firm entering into a contract with a management firm to administer the firm provided the lawyer...
- Adopted: April 27, 2001Opinion rules that a lawyer may settle a tort claim by making disbursements from a trust account in reliance upon the deposit of funds provisionall...
- Adopted: January 18, 2001Opinion explores the situations in which a lawyer who is also a CPA may provide legal services and accounting services from the same office.
- Adopted: July 19, 2000Opinion rules that a television advertisement for legal services that implies that an insurance company will settle a claim more quickly because th...
- Adopted: January 16, 1998Opinion examines the circumstances in which it is acceptable for the lawyer who regularly represents a real estate developer to represent the buyer...
- Adopted: January 24, 1997Opinion rules that a lawyer may send a letter describing his services to the incorporators of a new business provided the words "This is an adverti...
- Adopted: January 13, 1995Opinion explores the circumstances under which a lawyer who is also a real estate salesperson may close real estate transactions brokered by the re...
- Adopted: October 21, 1994Opinion rules that a lawyer who owns any stock in a title insurance agency may not give title opinions to the title insurance company for which the...
- Adopted: January 15, 1993Opinion rules that an attorney cannot permit the bank to link her trust and business accounts for the purpose of determining interest earned or cha...
- Adopted: January 15, 1993Opinion rules that a partner of a lawyer who represents a party to an arbitration should not act as an arbitrator.
- Adopted: January 15, 1993Opinion rules that a law firm may invite existing clients to a social function hosted by the law firm prior to a bid letting for contracts. Opinion...
- Adopted: July 17, 1992Opinion rules that lawyers may not participate in a private lawyer referral service that advertises that its participants are "the best."
- Adopted: July 17, 1992Opinion rules that a law firm may make its waste paper available for recycling.
- Adopted: October 18, 1991Opinion rules that lawyers may not hold themselves out as practicing in a partnership unless the lawyers are actually partners.
- Adopted: October 18, 1991Opinion rules that a lawyer may sponsor truthful legal information which is provided by telephone to members of the public.
- Adopted: January 17, 1991Opinion rules that an "of counsel" relationship may exist between lawyers practicing in different towns if the professional relationship is close, ...
- Adopted: October 17, 1990Opinion construes the term "professional relationship" and explores the circumstances under which solicitation of persons or organizations with who...
- Adopted: October 20, 1989Opinion rules that a lawyer may advance his client's fine.
- Adopted: October 20, 1989Opinion rules that a lawyer may disclose confidential information to his or her liability insurer to defend against a claim but not for the sole pu...
- Adopted: July 15, 1988Opinion rules that a closing attorney must follow the lender's closing instruction that closing documents be recorded prior to disbursement.
- Adopted: October 23, 1987Opinion rules that a law firm may not send letters recommending the services of the firm to persons or corporations that have indicated interest in...
- Adopted: January 16, 1987Opinion rules that a lawyer may not use an intermediary to solicit business clients, may not make "cold calls" upon prospective business clients an...
- Adopted: January 16, 1987Opinion rules that a law firm may not simultaneously represent shareholders in a derivative action and the corporation's landlord on a claim for ba...
- Adopted: July 25, 1986Opinion states that house counsel for a mortgage bank may not represent other lenders and borrowers while serving as house counsel.
- Adopted: April 18, 1986Opinion rules that lawyers may not solicit corporate clients.
- Adopted: January 17, 1986Opinion rules that a lawyer may not employ a bail-bondsman as regular part-time investigator.
- Adopted: January 18, 1980Inquiry: Law firm does insurance defense work on a regular basis for certain insurance companies such that there is always at least one active file...
- Adopted: July 13, 1979Inquiry: Attorney A is a licensed practicing attorney in North Carolina. Attorney A is also an insurance salesman for a reputable insurance company...
- Adopted: April 15, 1977Inquiry: A lending institution lends money secured by deeds of trust on real estate and advises all borrowers that it will accept title certificate...
- Adopted: April 15, 1977Inquiry: By CPR 17, issued in July, 1974, we called attention to G.S. 58-135.1 which became effective July 1, 1974, prohibiting lawyers and others ...
