The Two Step Shuffle: Moving from Side to Side or Lateral Movement by Lawyers

Friday, June 3

(10:40am - 12:00pm)

Moderator: James McCauley
Panelists: Merri Baldwin, Leslie Haley, Sean Ginty, Allison Martin Rhodes

Lawyer movement from one law firm to another has become almost routine, but the ethical implications of these moves have grown increasingly more remarkable. While associates often change firms several times before finding their professional “home,” the legal and ethical ramifications of these changes create a multitude of problems for those firms they join and those they leave behind. This panel will discuss issues such as proper notification to client and the firm, division of fees, maintenance and transfer of client files, both physical and digital, retaining liens and other various client file issues.

MATERIALS

  1. 2015_02_27 SCV ORDER Part 6 Rule 5 8 VSB
  2. CAL 2014-190 (11-0003) v1
  3. Changing Firms 2013-10
  4. HILLM Main 2016 recruiting
  5. HILLM Main 2016 Risk mgt intro
  6. RC Law Bul The Logistics of a Lateral Move CNA
  7. Why Jewel v Boxer is wrong