I’m not allowed to pay referral fees. Every lawyer must have trust account. If subpoenaed, I must comply and disclose client information. Find out why none of these are true as we explore common misconceptions about lawyer ethical obligations, covering issues related to: Client files and withdrawal Advertising Fees, including referral fees and fee sharing Trust accounts Conflicts Confidentiality Legal paraprofessionals Ethics committee & opinions State Bar of Arizona, including malpractice, ethics hotline, lawyer regulation, and self-reporting Faculty Ann Ching, Sandra Day O'Connor College of Law, Arizona State University Nancy Greenlee, Esq.* Patricia Sallen, Ethics at Law PLLC
Time to Stop Rolling the Ethics Dice Manual (4.99 MB) | 73 Pages | Available after Purchase |
Ann Ching is a Clinical Professor of Law at Arizona State University Sandra Day O’Connor College of Law. Prior to this appointment, Professor Ching served as Ethics Counsel for the State Bar of Arizona (2016-2019) and Assistant Professor of Law at Pepperdine University (2013-2015). Professor Ching began her legal career in the U.S. Army Judge Advocate General’s Corps (2001-2012), where she achieved the rank of Major and was awarded the Bronze Star Medal for her service in Iraq.
Outside of teaching, Professor Ching serves on the Arizona Supreme Court Ethics Advisory Committee, the State Bar of Arizona Ethics Advisory Group, and as a judge pro tempore for the East Valley Regional Veterans Court. Professor Ching is also Immediate Past President of the Arizona Asian American Bar Association.
Professor Ching is a graduate of the University of Arizona (B.A.), the University of North Carolina (J.D.), the Judge Advocate General’s School of the Army (LL.M.), and Pepperdine University (M.B.A.).
Nancy A. Greenlee, sole practitioner, specializes in representing lawyers in disciplinary proceedings. From 1990 to 1996, she served as a State Bar of Arizona staff bar counsel responsible for investigation and prosecution of matters involving violations of the Rules of Professional Conduct. Nancy was a member of the State Bar of Arizona Ethics Committee from 2007 to 2016. She is the chair of the State Bar of Arizona Ethics Advisory Group. She is a former lawyer member of the Arizona Commission on Judicial Conduct and a former Board member of the Young Lawyer’s Division of the Maricopa County Bar Association. Nancy graduated, with distinction, from the University of Iowa College of Law in 1986, and worked in private practice, handling primarily plaintiff’s personal injury cases and general litigation matters including some dissolution cases. Nancy frequently serves as a panel member for CLE seminars dealing with professional conduct and ethics. She can be reached at (602) 264-8110 or nancy@nancygreenlee.com.
Patricia Sallen is a lawyer in private practice focusing on professional responsibility issues. She represents lawyers in discipline and admission matters, provides ethics advice to lawyers, serves as an expert witness on professional-responsibility issues, and consults on a myriad of other law-related topics. She regularly presents at CLE seminars and publishes articles about professional responsibility and writes the Eye on Ethics column for Arizona Attorney. She also has taught professional responsibility as an adjunct professor at the Arizona State University Sandra Day O'Connor College of Law for more than a decade. In addition to practicing in private law firms, she spent more than 15 years working for the State Bar of Arizona as both a bar counsel and ethics counsel and supervised programs such as the Fee Arbitration Program and Client Protection Fund. She served as expert consultant to the Arizona Supreme Court's 2014-15 comprehensive ethical rules review effort and to the Court's 2019-20 Task Force on the Delivery of Legal Services, which resulted in the groundbreaking rule changes allowing non-lawyer firm ownership and legal paraprofessionals. She currently serves on the State Bar's Ethics Advisory Group and the Supreme Court's Task Force on Ethics Rules Governing the State Attorney General, County Attorneys, and Other Public Lawyers.
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