a lawyer is disqualified when they are necessary to their clients case

by Tatum Marks 8 min read

Typically, a lawyer is only disqualified if that lawyer would be an IMPORTANT witness AT TRIAL for the lawyer's client, or if the lawyer has confidential information obtained from the other side. This is a summary based on incomplete facts. You should not rely on it as legal advise.

Full Answer

Can a testifying lawyer be disqualified from representing the client?

If, however, the testifying lawyer would also be disqualified by Rule 1.7 or Rule 1.9 from representing the client in the matter, other lawyers in the firm will be precluded from representing the client by Rule 1.10 unless the client gives informed consent under the conditions stated in Rule 1.7.

Can attorneys be disqualified from representing organizational clients?

Attorneys should be aware, however, that clients can make a successful case for disqualifying attorneys who had a greatly invested role with the organizational client or where the playbook knowledge is uniquely and particularly relevant to the new representation. The best way to deal with motions to disqualify is to prevent them.

When is disqualification of a party’s attorney an extreme remedy?

Nozolino, 298 P.3d 915, 919 (Colo. 2013) (“Disqualification of a party’s chosen attorney is an extreme remedy and is only appropriate where required to preserve the integrity and fairness of the judicial proceedings.”) (citation omitted). 5. See, e.g., People v.

Can a former client file a motion to disqualify an attorney?

In addition, if the motion is made by a former client, attorneys should consider providing notice of a potential circumstance to their legal malpractice insurer. Such motions are sometimes followed by either a grievance or a legal malpractice claim. Finally, assess whether the firm or different counsel should defend the motion to disqualify.

What does it mean to disqualify a law firm?

Disqualification is vicarious when a court disqualifies a lawyer be- cause he or she was a member of a firm that previously represented the. adverse party or when a court disqualifies a firm because one of its. members previously represented the adverse party. The Code of Pro-

What is a disqualification motion?

Disqualification motions implicate the most important duties that an attorney owes a client: the duties of confidentiality and loyalty. Under the Colorado Rules of Professional Conduct (Colorado Rules or Colo. RCP), an attorney must safeguard client confidences and secrets, subject to a few exceptions.

What are the responsibilities lawyers have to their clients?

They have a duty to provide objective advice about a problem, and to defend their clients' interests. Lawyers must maintain confidentiality with respect to communications with their clients, and they must be candid and honest with their clients. Lawyers cannot put themselves in a conflict of interest.

What would be a conflict of interest for an attorney?

The most common conflict of interest in a criminal litigation scenario is when a lawyer is asked to represent two or more clients in relation to the same matter.

How do I disqualify an attorney in California?

In ruling on a motion to disqualify, the court should weigh:the party's right to counsel of choice;the attorney's interest in representing a client;the financial burden on a client of change of counsel;any tactical abuse underlying a disqualification motion; and.More items...

What does affidavit of prejudice mean?

Specifically, that when an affidavit of prejudice is timely filed the law deems that prejudice exists and the judge to whom it is directed no longer has authority to act in the matter. (

What are the 5 responsibilities of a lawyer?

DutiesAdvise and represent clients in courts, before government agencies, and in private legal matters.Communicate with their clients, colleagues, judges, and others involved in the case.Conduct research and analysis of legal problems.Interpret laws, rulings, and regulations for individuals and businesses.More items...•

What is your responsibility as a lawyer?

A lawyer's job is to listen to your problem, give you legal advice, discuss your options, take instructions about what you want to do and help you understand how the law applies to your case. Your lawyer may even represent you if you go to court.

What is unethical for a lawyer?

Attorney misconduct may include: conflict of interest, overbilling, refusing to represent a client for political or professional motives, false or misleading statements, knowingly accepting worthless lawsuits, hiding evidence, abandoning a client, failing to disclose all relevant facts, arguing a position while ...

What does it mean when a lawyer has conflict?

[8] Even where there is no direct adverseness, a conflict of interest exists if there is a significant risk that a lawyer's ability to consider, recommend or carry out an appropriate course of action for the client will be materially limited as a result of the lawyer's other responsibilities or interests.

How do you explain conflict of interest to a client?

The basic formulation of the conflicts of interest rule is that a conflict exists "if there is a substantial risk that the lawyer's representation of the client would be materially and adversely affected by the lawyer's own interests or by the lawyers' duties to another current client, a former client, or a third ...

Can an attorney refuse to represent a client?

CANON 14 - A LAWYER SHALL NOT REFUSE HIS SERVICES TO THE NEEDY. Rule 14.01 - A lawyer shall not decline to represent a person solely on account of the latter's race, sex. creed or status of life, or because of his own opinion regarding the guilt of said person.

Why do attorneys file motions to disqualify counsel?

Motions to disqualify counsel are orchestrated for two primary reasons: Either an attorney or law firm have been unduly abusive or they have been so effective in defending or prosecuting a case that their adversaries want them off of it.

Why are disqualification motions rarely granted?

They are rarely granted because they threaten a client’s Constitutional right to be represented by the advocate of their choice.

Why is it never the case that witnesses are called in a so-called evidentiary hearing?

It is never the case that witnesses are called in a so-called evidentiary hearing because the conflict, if any, is factual and can be decided by a simple voir dire and as a matter of law. This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.

Is a conflict ruling discretionary?

The ruling with respect to conflicts are both discretionary and mandatory. They may be based upon an appearance of impropriety which is sometimes resolved by joint defense agreements or in still rarer cases by the appointment of counsel to review the situation and report to the court.

3 attorney answers

Not likely, but it may depend on what was discussed. If you have proof of this, file a Bar Grievance (information linked below). Typically, a lawyer is only disqualified if that lawyer would be an IMPORTANT witness AT TRIAL for the lawyer's client, or if the lawyer has confidential information obtained from the other side.

Clifford M. Miller

No. If the judge recuses himself, any taint is gone, and what you think is ex parte communication may not rise to that level.

Christopher Robert Dillingham II

A motion to recuse may be proper if the communication significantly prejudiced the judge and will prevent you from having an impartial tribunal, but a party is entitled to choose the counsel they want as long as they are licensed and in good standing with the Bar.

What is the duty of loyalty in a disqualifying former client?

Typically, a former client seeking to disqualify a former attorney from representing an opposing party must identify specific, cogent information that the attorney possesses and show that the information is confidential and implicates the duty of loyalty.

What does a former client say about an attorney?

Frequently, a former client accuses the attorney of having “insider information” regarding the client that does not rise to the level of a client confidence. Indeed, even if the attorney does not possess any direct information regarding the present lawsuit or transaction, the client may say that the attorney understands how the client thinks and acts. The attorney may know the client’s bottom line for settlement or how the client prefers to approach litigation. This is often referred to as “playbook knowledge”—the attorney knows the client’s paths and approaches.

How to avoid motion to disqualify?

Two important pre-motion strategies are effective. First, identify and resolve potential conflicts, including both multiple and successive representations, before undertaking a representation or hiring a lateral.

What is the best defense to a motion to disqualify?

Where a conflict exists, an effective written consent is the best defense to a motion to disqualify. Second, take effective steps to mitigate, if not eliminate, risks that a former client’s confidences and secrets might be accessible to attorneys working on a matter involving the former client. Increasingly, courts nationwide have recognized ...

What is worse for an attorney than getting a new big matter?

Few things are worse for an attorney than getting a new big matter, starting work on it, and then facing a motion to disqualify. At that point, the attorney is put in the awkward position of either explaining to the client why he or she should pay more money to keep the attorney, or absorbing the fees associated with defending ...

Can a client make a successful case for disqualifying an attorney?

Attorneys should be aware, however, that clients can make a successful case for disqualifying attorneys who had a greatly invested role with the organizational client or where the playbook knowledge is uniquely and particularly relevant to the new representation .

Can you defeat a motion without advising the client?

Attempting to defeat the motion without advising the client is not an acceptable solution. In addition, if the motion is made by a former client, attorneys should consider providing notice of a potential circumstance to their legal malpractice insurer. Such motions are sometimes followed by either a grievance or a legal malpractice claim.

What happens when a lawyer is called as a witness?

The problem can arise whether the lawyer is called as a witness on behalf of the client or is called by the opposing party. Determining whether or not such a conflict exists is primarily the responsibility of the lawyer involved. If there is a conflict of interest, the lawyer must secure the client's informed consent, confirmed in writing.

What is the difference between an advocate and a witness?

A witness is required to testify on the basis of personal knowledge, while an advocate is expected to explain and comment on evidence given by others. It may not be clear whether a statement by an advocate-witness should be taken as proof or as an analysis of the proof.

What is the role of advocate and witness?

[1] Combining the roles of advocate and witness can prejudice the tribunal and the opposing party and can also involve a conflict of interest between the lawyer and client.

When is a tribunal proper objection?

[2] The tribunal has proper objection when the trier of fact may be confused or misled by a lawyer serving as both advocate and witness. The opposing party has proper objection where the combination of roles may prejudice that party's rights in the litigation. A witness is required to testify on the basis of personal knowledge, while an advocate is expected to explain and comment on evidence given by others. It may not be clear whether a statement by an advocate-witness should be taken as proof or as an analysis of the proof.

Is the tribunal likely to be misled?

Whether the tribunal is likely to be misled or the opposing party is likely to suffer prejudice depends on the nature of the case, the importance and probable tenor of the lawyer's testimony, and the probability that the lawyer's testimony will conflict with that of other witnesses.