Search Results
Your search for: “work product” returned 112 results
- Adopted: April 25, 2025Opinion sets out the requirements of the notice that must be sent to affected clients when a lawyer leaves a law firm.
- Adopted: January 24, 2025Opinion rules that estate planning engagement agreement may require payment of legal fees for lawyer’s participation in collateral litigation relat...
- 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: October 27, 2023Opinion rules that a lawyer may provide services to multiple clients simultaneously and explores various billing structures for overlapping services.
- 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: April 22, 2022Opinion rules that an attorney appointed by the court as the guardian ad litem and the attorney advocate in an abuse, neglect, and dependency proce...
- Adopted: January 21, 2022Opinion rules that a closing lawyer representing the buyer in a residential real estate transaction may not charge a fee for services performed tha...
- 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: April 21, 2017Opinion rules that lawyers may advertise through a text message service that allows the user to initiate live telephone communication.
- Adopted: January 27, 2017Opinion rules that a lawyer may not negotiate for employment with another firm if the firm represents a party adverse to the lawyer’s client unless...
- 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: July 17, 2015Opinion rules that a private lawyer may supervise an investigation involving misrepresentation if done in pursuit of a public interest and certain ...
- Adopted: July 17, 2015Opinion analyzes a lawyer’s professional responsibilities when she discovers that she made an error that may adversely impact the client’s case.
- 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: July 25, 2014Opinion analyzes the responsibilities of the partners and supervisory lawyers in a firm when another firm lawyer has a mental impairment.
- Adopted: April 25, 2014Opinion encourages government lawyers to engage in pro bono representation unless prohibited by law from doing so.
- 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 the partners and managerial lawyers remaining in a firm are responsible for the safekeeping and proper disposition of both the a...
- 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: January 25, 2013Opinion rules that whether a lawyer is a “necessary witness” and thereby disqualified from acting as a client’s advocate at a trial is an issue lef...
- Adopted: January 25, 2013Opinion rules that a lawyer who represented an organization while employed with another firm must be screened from participation in any matter, or ...
- Adopted: January 25, 2013Opinion rules that an agreement for a departing lawyer to pay his former firm a percentage of any legal fee subsequently recovered from the continu...
- 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: April 27, 2012Opinion rules that a lawyer must obtain client consent, confirmed in writing, before outsourcing its transcription and typing needs to a company lo...
- 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, 2011Editor's note: This opinion is not intended to imply that a lawyer for an estate is required to petition the clerk for approval of the lawyer’s fee...
- Adopted: April 22, 2011Opinion provides guidelines for the application of the prohibition in Rule 3.7 on a lawyer serving as both advocate and witness when the lawyer is ...
- Adopted: April 22, 2011Opinion sets forth the factors to be taken into consideration when determining whether a former client’s delay in objecting to a conflict constitut...
- Adopted: April 22, 2011Opinion rules that a criminal defense lawyer may advise an undocumented alien that deportation may result in avoidance of a criminal conviction and...
- 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 law firm may charge a client for the expenses associated with an out-of-office consultation so long as advertisements referenc...
- Adopted: January 21, 2011Opinion rules that a lawyer may place an advertisement for employment in practice areas in which the lawyer does not have experience only if the la...
- Adopted: January 21, 2011Opinion rules that a hiring law firm may ask an incoming law school graduate to provide sufficient information as to his prior legal experience so ...
- Adopted: October 29, 2010Opinion rules that a lawyer participating in a real estate transaction may not in such transaction place his client’s title insurance in a title in...
- Adopted: April 16, 2010Opinion rules that a lawyer retained by an insurance carrier to represent an insured whose whereabouts are unknown and with whom the lawyer has no ...
- Adopted: January 15, 2010Opinion rules that a lawyer must use reasonable care to prevent the disclosure of confidential client information hidden in metadata when transmitt...
- Adopted: January 15, 2010Opinion rules that a lawyer may serve as the trustee in a foreclosure proceeding while simultaneously representing the beneficiary of the deed of t...
- Adopted: October 23, 2009Opinion rules that it is not an ethical violation when a lawyer fails to attribute or obtain consent when incorporating into his own brief, contrac...
- 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: April 24, 2009Opinion rules a closing lawyer who reasonably believes that a title company engaged in the unauthorized practice of law when preparing a deed must ...
- 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 rules that a provision in a law firm employment agreement for dividing legal fees received after a lawyer's departure from a firm must be r...
- 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 rules that a lawyer may outsource limited legal support services to a foreign lawyer or a nonlawyer (collectively "foreign assistants") pro...
- 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: January 25, 2008Opinion rules that, to insure honest billing predicated on hourly charges, the lawyer must establish a reasonable hourly rate for his services and ...
- Adopted: July 13, 2007Opinion rules that a lawyer may not charge a client for filing and presenting a motion to withdraw unless withdrawal advances the client's objectiv...
- 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: April 20, 2007Opinion rules that a lawyer may use the title "doctor" but only in a post-secondary school academic setting.
- Adopted: April 20, 2007Opinion rules that a partnership, shareholders, or other similar agreement may include a repurchase or buy-out provision that takes into account th...
- Adopted: January 20, 2006Opinion rules that a minimum fee that will be billed against at an hourly rate and is collected at the beginning of representation belongs to the c...
- Adopted: January 20, 2006Opinion explores a lawyer's obligation to return legal fees when a third party is the payor.
- 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 a lawyer may not appear before a judge who is a family member without consent from all parties and, although consent is not requ...
- Adopted: April 15, 2005Opinion rules that a law firm that employs a nonlawyer to represent Social Security claimants must so disclose to prospective clients and in any ad...
- Adopted: October 21, 2004Opinion rules that an insurance defense lawyer may give the insured and the insurance carrier an evaluation of a pending case, including settlement...
- Adopted: October 21, 2004Opinion rules that if a current representation requires cross-examination of a former client using confidential information gained in the prior rep...
- Adopted: July 16, 2004Opinion rules that it is misleading to advertise the number of years of experience of the lawyers with a firm without indicating that it is the com...
- Adopted: January 16, 2004Opinion rules that a Social Security lawyer may agree to compensate a nonlawyer/ claimant's representative for the prior representation of a claimant.
- Adopted: July 25, 2003Opinion rules that a lawyer may not proffer evidence gained during a private investigator's verbal communication with an opposing party known to be...
- 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: April 18, 2003Opinion rules that a lawyer may collect a contingent fee and/or a court-awarded attorney fee if consistent with the fee agreement with the client b...
- Adopted: October 18, 2002Opinion rules that whether electronic mail should be retained as a part of a client's file is a legal decision to be made by the lawyer.
- Adopted: January 18, 2002Opinion prohibits a lawyer from entering into an employment agreement with a law firm that includes a provision reducing the amount of deferred com...
- 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: July 27, 2001Opinion examines when a lawyer has a conflict of interest in representing various family members on claims for a deceased employee's workers' compe...
- 99 Formal Ethics Opinion 13 - Supervision of Paralegal Closing a Residential Real Estate TransactionAdopted: July 21, 2000Opinion rules that competent practice requires the presence of the closing lawyer at a residential real estate closing conference to explain the do...
- Adopted: July 21, 2000Opinion rules that a lawyer may not tell a client that any fee paid prior to the rendition of legal services is "nonrefundable" although, by agreem...
- Adopted: July 16, 1998Opinion rules that an insurance defense lawyer may not disclose confidential information about an insured's representation in bills submitted to an...
- Adopted: April 16, 1998Opinion rules that a law firm may employ a disbarred lawyer as a paralegal provided the firm accepts no new clients who were clients of the disbarr...
- 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 15, 1998Opinion rules that a lawyer may explain the effect of service of process to a client but may not advise a client to evade service of process.
- Adopted: October 24, 1997Opinion prohibits the employer's lawyer from engaging in direct communications with the treating physician for an employee with a workers' compensa...
- Adopted: July 18, 1997Opinion rules that a former residential real estate client is not entitled to the lawyer's title notes or abstracts regardless of whether such info...
- Adopted: July 18, 1997Opinion rules that a lawyer may use the services of a nonlawyer independent contractor to search a title provided the nonlawyer is properly supervi...
- Adopted: October 18, 1996Opinion rules that a lawyer is subject to the Rules of Professional Conduct with respect to the provision of a law related service, such as financi...
- Adopted: October 20, 1995Opinion rules that absent a court order or law requiring delivery of physical evidence of a crime to the authorities, a lawyer for a criminal defen...
- Adopted: October 20, 1995Opinion rules that a local or remote call forwarding telephone number may not be included in an advertisement for legal services disseminated in a ...
- Adopted: October 20, 1995Opinion rules that prior to rendering legal services to a client, a lawyer may not obtain a confession of judgment from a client to secure a fee.
- 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: January 13, 1995Opinion rules that the lawyers remaining with a firm may contact by phone or in person clients whose legal matters were handled exclusively by a la...
- Adopted: January 13, 1995Opinion rules that a law firm may not charge a clearly excessive fee for legal representation even if the legal fee may be recovered from an opposi...
- Adopted: January 13, 1995Opinion rules that a lawyer may close a real estate transaction brokered by the lawyer's spouse with the consent of the parties to the transaction.
- Adopted: October 21, 1994Opinion examines a lawyer's obligation to deliver the file to the client upon the termination of the representation when the lawyer represents mult...
- Adopted: October 01, 1994Opinion rules that a lawyer who has agreed to bill a client on the basis of hours expended may not bill the client on the same basis for reused wor...
- Adopted: July 21, 1994Opinion rules that a lawyer who employs a paralegal is not disqualified from representing a party whose interests are adverse to that of a party re...
- Adopted: July 21, 1994Opinion rules that a lawyer whose associate is a member of a hospital's board of trustees may not sue the hospital on behalf of a client.
- Adopted: April 15, 1994Opinion rules that a sum of money paid to a lawyer in advance to secure payment of a fee which is yet to be earned and to which the lawyer is not e...
- Adopted: January 14, 1994Opinion rules that a lawyer is not required to provide a former client with copies of title notes and may charge a former client for copies of docu...
- Adopted: January 15, 1993Opinion holds that a lawyer may not split a fee with another lawyer who does not practice in her law firm unless the division is based upon the wor...
- Adopted: January 15, 1993Opinion rules that the prosecutor and the defense attorney must see that all material terms of a negotiated plea are disclosed in response to direc...
- Adopted: January 15, 1993Opinion rules that in cases of multiple representation a lawyer who has been discharged by one client must deliver to that client as part of that c...
- Adopted: July 12, 1991Opinion rules that a lawyer may disclose information concerning advice given to a client at a closing in regard to the significance of the client's...
- Adopted: April 12, 1991Opinion rules that a lawyer may tack onto an existing title insurance policy.
- Adopted: January 17, 1991Opinion rules that an attorney representing both the insurer and the insured need not surrender to the insured copies of all correspondence concern...
- Adopted: October 17, 1990Opinion rules that attorneys practicing in North Carolina who are affiliated with an interstate law firm may not permit trust funds belonging to th...
- Adopted: October 20, 1989Opinion rules that a lawyer may agree to be on a list of attorneys approved to handle all of a lender's title work.
- Adopted: October 20, 1989Opinion rules that a firm which employs a paralegal is not disqualified from representing an interest adverse to that of a party represented by the...
- Adopted: October 20, 1989Opinion rules that a lawyer may advance his client's fine.
- Adopted: July 14, 1989Opinion rules that the Public Defender's office should be considered as a single law firm and that staff attorneys may not represent codefendants w...
- Adopted: October 28, 1988Opinion outlines professional responsibilities of lawyers involved in a law firm dissolution.
- Adopted: October 23, 1987Opinion rules that an attorney may not rely upon title information from a nonlawyer assistant without direct supervision by said attorney.
- Adopted: October 24, 1986Opinion rules that a lawyer who acquires knowledge of apparent misconduct must report this matter to the State Bar.
- Adopted: January 17, 1986Opinion rules that a lawyer may not employ a bail-bondsman as regular part-time investigator.
- Adopted: January 14, 1983Inquiry: Law firm ABC represented client D for a substantial period of time. During that time, client D's file had an active status in the firm wi...
- Adopted: July 14, 1982Inquiry: Attorney A has completed a domestic case in which the mother and father sought custody of minor children. Client C has requested that Att...
- 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: January 18, 1974Inquiry: Dated August 16, 1973. Client discharged his lawyer and employed another lawyer. The discharged lawyer has been requested to "turn over t...
