do i have to reveal im a lawyer when talking to someone in that capacity

by Freda Feest 10 min read

To start with, what you say to an attorney is only protected if that lawyer was working for you in a legal capacity. If you are talking to your friend who is a lawyer, or someone on a board of directors who happens to be an attorney, what you say will not be protected because that person was not acting as your legal representative at the time.

Full Answer

Should I tell my lawyer what I talk about?

This is why you should only discuss things you want to keep confidential with your lawyer in a place where you can reasonably expect privacy. Additionally, if you tell someone about what you and your lawyer talked, that person could be compelled to testify about what you told them.

Can I force my lawyer to reveal discussions with Me?

Except for some very limited exceptions, even a court of law can’t force your lawyer to reveal the content of your discussions. The privilege does not, however, apply to communications for the purpose of committing a crime or an act of fraud.

Can a lawyer reveal information without the client's consent?

[2] A fundamental principle in the client-lawyer relationship is that, in the absence of the client's informed consent, the lawyer must not reveal information relating to the representation. See Rule 1.0 (e) for the definition of informed consent.

What happens if you reveal something to your lawyer over the phone?

If you were warned that your calls may be monitored and you reveal something to your lawyer over the phone, the prosecution could use that information against you later on.

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Are all conversations with lawyers confidential?

Most, but not necessarily all, of what you tell your lawyer is privileged. The attorney-client privilege is a rule that protects the confidentiality of communications between lawyers and clients. Under the rule, attorneys may not divulge their clients' secrets, nor may others force them to.

What are the exceptions to the confidentiality rule?

Mandatory Exceptions To Confidentiality They include reporting child, elder and dependent adult abuse, and the so-called "duty to protect." However, there are other, lesserknown exceptions also required by law.

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 is the difference between attorney-client privilege and confidentiality?

Very simply put, attorney-client privilege stems from rules of EVIDENCE, whereas confidentiality stems from rules of ETHICS. But that's not all. Starting with confidentiality, every state has Rules of Professional Conduct that apply to lawyers who are licensed in that state.

What are five examples of breach of confidentiality?

Examples of Workplace Confidentiality ViolationsDisclosure of Employees' Personal Information. ... Client Information Is Obtained by Third Parties. ... Loss of Trust. ... Negative Impacts on Your Business. ... Civil Lawsuits. ... Criminal Charges.

What are the five rules of confidentiality?

Dos of confidentialityAsk for consent to share information.Consider safeguarding when sharing information.Be aware of the information you have and whether it is confidential.Keep records whenever you share confidential information.Be up to date on the laws and rules surrounding confidentiality.

What is the most common complaint against lawyers?

Perhaps the most common kinds of complaints against lawyers involve delay or neglect. This doesn't mean that occasionally you've had to wait for a phone call to be returned. It means there has been a pattern of the lawyer's failing to respond or to take action over a period of months.

Can I sue a lawyer for lying?

No matter what name the agency in your state goes by, they will have a process you can use to file a complaint against your attorney for lying or being incompetent. Examples of these types of behavior include: Misusing your money. Failing to show up at a court hearing.

What if a lawyer knows his client is lying?

(3) offer evidence that the lawyer knows to be false. If a lawyer, the lawyer's client, or a witness called by the lawyer, has offered material evidence and the lawyer comes to know of its falsity, the lawyer shall take reasonable remedial measures, including, if necessary, disclosure to the tribunal.

Which of the following may not be protected under the attorney-client privilege?

Which of the following may not be protected under the attorney-client privilege? A client who orally confesses to a crime.

Can a lawyer testify against his client?

(the “Rules”), which precludes an attorney from testifying against his client on certain matters. As a disqualification, the attorney is ethically obliged to claim the privilege for the client as it is not self-enforcing.

What are types of conflicts of interest that an attorney must avoid?

Common Conflicts Of Interest For Lawyers To AvoidRepresenting clients with differing interests simultaneously. ... Personal conflicts of interest between attorney and client. ... Current and former client conflicts. ... Conflicts involving third parties.

What happens if an attorney does not represent the client?

If the attorney does not represent the client, which I would ask to be confirmed in writing, then you have no obligation to provide any information regarding a case. In some situations, (such as if YOU were an attorney yourself), it would be an ethical violation for you to say anything.

What to do if an attorney refuses to answer your question?

If the attorney refuses to answer your question, simply hang up on him or her. Just because the person is an attorney, that is no license to be rude.

What happens if you don't disclose who you represent?

Furthermore, if you or your company is involved with litigation and represented by an attorney already, any other attorneys should never contact you but should go through your attorney directly. This is an ethical rule. If the person tries to contact you again instead of your attorney, let your attorney know right away.

How to know if a lawyer is a lawyer in Oregon?

If a person is really an attorney, they'll have an identifying number with the Oregon State Bar (this answer applies to Oregon). You can then check them out professionally at osbar.org. Oddly, if the client has asked that the lawyer keep his name confidential, then the lawyer can't tell you who he represents. However, I'm pretty sure that you can then refuse to answer any questions in other words, you don't give any information until they tell you who's asking. Your company should have legal representation, and you need to tell your company's attorney about this contact.

What to do if you don't like comments?

If you don't like the comments, hang up the phone.

Can an attorney disclose who they are working for?

An attorney is not allowed to disclose who they are working for, unless they have that person's permission. Attorneys,for example, are not allowed to post a listing of their clients, unless each clients has given permission to be on the list. It is rarely in the client's best interest to have it revealed who their attorney is, and so the attorney should rarely ask to list such things. But, if an attorney is representing a person in a particular matter and if they are contacting an opposing party, then they should say who they are representing. But, this is not always the case and it depends what the situation is. For example, lawyers are allowed to act on someone's behalf and not reveal who they are working for, or even that they are working for anyone. This is often the case, especially in big real estate bargaining. However, if someone calls you for information and you are not satisfied that they have a right to know, you do not need to answer or give them any information at all. If a lawyer is representing a person and is going to discuss or negotiate on the person's behalf, they will let you know they are engaged to represent the person in that dealing. If there is a court case pending and a lawyer is officially representing a party, they will put their name on the court filings, and will often send letter saying whom they represent. Often, a lawyer may seek information on behalf of a client, but not want to reveal for whom they work. It is up to you to decide whether you wish to give such a person information. The one main thing a lawyer cannot do is lie and say they represent someone they do not represent. So if you ask a lawyer whom they represent in the matter, if anyone, the lawyer is not allowed to falsely name someone. But, they can refuse to answer, and you can refuse to discuss with them. However, in some locations, there are special rules about a lawyer acting as a real estate agent being allow to bluff certain things. To accurately answer your question, I would need all the details.

Is the identity of a client confidential?

The identity of a client is usually considered to be confidential information - so the attorney was correct in not answering your question. Usually, it is only after the client grants permission to the lawyer to reveal the relationship - then the attorney is permitted to do so.

Why is confidentiality important in law?

The duty of confidentiality prevents lawyers from even informally discussing information related to their clients' cases with others. They must keep private almost all information related to representation of the client, even if that information didn't come from the client.

What is privileged attorney?

The attorney-client privilege is a rule that preserves the confidentiality of communications between lawyers and clients. Under that rule, attorneys may not divulge their clients' secrets, nor may others force them to. The purpose of the privilege is to encourage clients ...

What is the client privilege?

The Client's Privilege. Generally, the attorney-client privilege applies when: an actual or potential client communicates with a lawyer regarding legal advice. the lawyer is acting in a professional capacity (rather than, for example, as a friend), and. the client intended the communications to be private and acted accordingly.

Can a lawyer disclose previous acts?

If, for example, if a client tells his lawyer that he robbed a bank or lied about assets during a divorce, the lawyer probably can't disclose the information.

Can an attorney disclose client secrets?

Under that rule, attorneys may not divulge their clients' secrets, nor may others force them to. The purpose of the privilege is to encourage clients to openly share information with their lawyers and to let lawyers provide effective representation.

Can a lawyer disclose confidential information to a prospective client?

Preliminary communications between a potential client and a lawyer are normally subject to the attorney-client privilege. That means that lawyers can't disclose what prospective clients reveal in confidence even if the lawyers never ends up representing them. ( In re Auclair, 961 F.2d 65 (5th Cir. 1992).) To be sure, though, you should confirm with a prospective lawyer that the privilege applies before you reveal anything you want to keep secret.

Can a client overheard a lawyer testify?

But a client who speaks to a lawyer in public wouldn't be able to prevent someone who overheard the conversation from testifying about it. Similarly, a client can forfeit the attorney-client privilege by repeating a conversation with an attorney to someone else, or by having a third person present during a conversation with the lawyer. No matter who hears or learns about a communication, however, the lawyer typically remains obligated not to repeat it.

What happens if you allow a third party to be present for a lawyer-client conversation?

The general rule is that, by allowing a third party to be present for a lawyer-client conversation, the defendant waives the privilege. That generally means that the prosecution can force the third party to reveal the contents of the conversation.

Why was the testimony of the family law attorney admissible?

Because the daughter wasn't essential in conveying information to the lawyer and wasn't reasonably necessary to protect her mother's interests, her presence at the meeting destroyed the privilege. So, the family law attorney's testimony about the meeting—given at the murder trial—was admissible. ( State v.

Why was the attorney-client privilege waived in Missouri?

On the other hand, a Missouri court found that a defendant charged with second degree murder had waived the attorney-client privilege because of a family member's presence at a client-lawyer meeting. During a prior divorce case, the defendant brought her daughter to a meeting with her family law attorney. Because the daughter wasn't essential in conveying information to the lawyer and wasn't reasonably necessary to protect her mother's interests, her presence at the meeting destroyed the privilege. So, the family law attorney's testimony about the meeting—given at the murder trial—was admissible. ( State v. Shire, 850 S.W.2d 923 (Mo. Ct. App. 1993).)

Why did the second degree murderer waive the attorney-client privilege?

On the other hand, a Missouri court found that a defendant charged with second degree murder had waived the attorney-client privilege because of a family member's presence at a client-lawyer meeting. During a prior divorce case, the defendant brought her daughter to a meeting with her family law attorney.

What does the court say about the presence of the parents?

The court said that the presence of the parents, who had "an understandable parental interest and advisory role in their minor's legal affairs," didn't defeat the attorney-client privilege. That meant that a defendant couldn't question the witness about his conversations with his lawyer. ( State v.

What is a third person in a case?

Put more specifically, the third person must be present while fulfilling a role that furthers the defendant's legal representation. The person might be part of the lawyer's staff, an outside party with relevant expertise (for instance, an investigator), an interpreter, or even a relative who acts in an advisory role.

Why did the daughter choose the law firm for her mother?

The daughter chose the law firm for her mother, transported her to the meetings, and put her at ease so she could communicate with her lawyers. The daughter also had relevant information and could aid her mother's memory.

How to represent you in court?

represent you competently, zealously, and within the bounds of the law. keep conversations with you confidential, except in specific and rare occasions. communicate with you in a timely and effective manner. keep you informed of developments in your case.

What happens if a lawyer violates the rules?

If your lawyer violates these rules, he or she can be disciplined or even face a legal malpractice suit.

How to sign a retainer agreement?

If you signed a retainer agreement when your hired your lawyer, it may include specific duties that you owe your lawyer. Because the retainer agreement is a contract, you are legally bound by its terms. In general, clients have the following duties: 1 Be truthful with your lawyer. 2 Cooperate with your lawyer and respond to requests for information in a timely manner. 3 Attend meetings and legal proceedings, such as a deposition or mediation. 4 Be courteous to your lawyer and his or her team. 5 Don’t ask your lawyer to do anything illegal or unethical. 6 Pay your legal bills in a timely manner.

What are the rules of professional conduct?

Each state has its own ethical rules for lawyers, called the rules of professional conduct. When lawyers fail to live up to this code of conduct, the state disciplinary board can take action against them—from a simple warning to disbarment (losing the license to practice law forever).

How is client review rating determined?

The Client Review Rating score is determined through the aggregation of validated responses. People who submit reviews are either individuals who consulted with the lawyer/law firm or who hired the lawyer/law firm and want to share their experience of that lawyer or law firm with other potential clients. Reviewers can be anyone who consults or hires a lawyer including in-house counsel, corporate executives, small business owners, and private individuals.

How to be courteous to a lawyer?

Be courteous to your lawyer and his or her team. Don’t ask your lawyer to do anything illegal or unethical. Pay your legal bills in a timely manner. These duties are often implied as part of the attorney-client relationship, even if you didn’t expressly agree to them in a retainer agreement.

What is attorney-client privilege?

When you seek advice from an attorney about a legal matter, your private communications with your lawyer are protected by the attorney-client privilege. This means that your lawyer cannot reveal any information that you disclose to him or her in confidence, unless you give your express permission.

What happens if a client gives the attorney a crucial piece of evidence?

Crucial evidence. If the client gives the attorney a crucial piece of evidence, the attorney may have to turn it over. Missing person. If the client tells the attorney the location of a missing witness or victim whose life is in imminent danger, the attorney may have to disclose it. Threats.

What happens if an attorney knows a witness is about to give a perjury testimony?

Perjury. If the attorney knows a witness is about to give, or has given, perjured testimony, she must inform the court. (Importantly, though, this obligation may not apply if the perjuring witness is the client. See I told my lawyer I'm planning on telling a lie on the stand. What will happen?)

Why is the attorney-client privilege a crime?

Because the attorney-client privilege belongs to the client, the client's intent determines whether the exception applies. Most courts will apply the exception even if the attorney had no knowledge of, and didn't participate in, the actual crime or fraud. The crime-fraud exception applies if:

Who has to report a client's threat?

If the client threatens to harm someone—for instance, a witness, attorney or judge—the lawyer may have to report the threat. Most states allow—or require—attorneys to disclose information learned from a client that will prevent death or serious injury.

Is attorney-client privilege similar to state to state?

Although there are many similarities in the attorney-client privilege from state to state, and in state and federal court, there are variations. Evidence rules, statutes, and court decisions shape the privilege, and determine when the crime-fraud exception applies. Although every state recognizes the crime-fraud exception, when and how it operates may vary somewhat.

Is a client's communication to her attorney privileged?

But, according to the crime-fraud exception to the privilege, a client's communication to her attorney isn't privileged if she made it with the intention of committing or covering up a crime or fraud. Because the attorney-client privilege belongs to the client, the client's intent determines whether the exception applies.

Can an attorney text you?

Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary. Message and data rates may apply. Your number will be held in accordance with our Privacy Policy.

What should a lawyer assert on behalf of the client?

Absent informed consent of the client to do otherwise, the lawyer should assert on behalf of the client all nonfrivolous claims that the order is not authorized by other law or that the information sought is protected against disclosure by the attorney-client privilege or other applicable law.

Why do clients come to lawyers?

Almost without exception, clients come to lawyers in order to determine their rights and what is, in the complex of laws and regulations, deemed to be legal and correct. Based upon experience, lawyers know that almost all clients follow the advice given, and the law is upheld. [3] The principle of client-lawyer confidentiality is given effect by ...

What is the meaning of paragraph (a) of the 'A' rule?

Under those circumstances, paragraph (a) prohibits disclosure unless the client or former client gives informed consent. A lawyer’s fiduciary duty to the lawyer’s firm may also govern a lawyer’s conduct when exploring an association with another firm and is beyond the scope of these Rules.

What is an authorized disclosure?

[5] Except to the extent that the client's instructions or special circumstances limit that authority, a lawyer is impliedly authorized to make disclosures about a client when appropriate in carrying out the representation.

What is client lawyer confidentiality?

The rule of client-lawyer confidentiality applies in situations other than those where evidence is sought from the lawyer through compulsion of law. The confidentiality rule, for example, applies not only to matters communicated in confidence by the client but also to all information relating to the representation, whatever its source.

What factors are considered in determining the reasonableness of the lawyer's expectation of confidentiality?

Factors to be considered in determining the reasonableness of the lawyer's expectation of confidentiality include the sensitivity of the information and the extent to which the privacy of the communication is protected by law or by a confidentiality agreement. A client may require the lawyer to implement special security measures not required by ...

Can a lawyer disclose information?

A lawyer may not disclose such information except as authorized or required by the Rules of Professional Conduct or other law. See also Scope. [4] Paragraph (a) prohibits a lawyer from revealing information relating to the representation of a client.

What is a lawyer responsible for?

Every lawyer is responsible for observance of the Rules of Professional Conduct. A lawyer should also aid in securing their observance by other lawyers. Neglect of these responsibilities compromises the independence of the profession and the public interest which it serves.

Why do lawyers delay information?

In some circumstances, a lawyer may be justified in delaying transmission of information when the client would be likely to react imprudently to an immediate communication. Thus, a lawyer might withhold a psychiatric diagnosis of a client when the examining psychiatrist indicates that disclosure would harm the client. A lawyer may not withhold information to serve the lawyer's own interests or convenience or the interests or convenience of another person. Rules or court orders governing litigation may provide that information supplied to a lawyer may not be disclosed to the client.

What is the role of a lawyer in the adversary system?

As advocate, a lawyer zealously asserts the client’s position under the rules of the adversary system. As negotiator, a lawyer seeks a result advantageous to the client but consistent with requirements of honest dealings with others.

When a client's capacity to make adequately considered decisions in connection with a representation is diminished, whether because of?

When a client's capacity to make adequately considered decisions in connection with a representation is diminished, whether because of minority, mental impairment or for some other reason, the lawyer shall, as far as reasonably possible, maintain a normal client-lawyer relationship with the client.#N#When the lawyer reasonably believes that the client has diminished capacity, is at risk of substantial physical, financial or other harm unless action is taken and cannot adequately act in the client's own interest, the lawyer may take reasonably necessary protective action, including consulting with individuals or entities that have the ability to take action to protect the client and, in appropriate cases, seeking the appointment of a guardian ad litem, conservator or guardian.#N#Information relating to the representation of a client with diminished capacity is protected by Rule 1.6. When taking protective action pursuant to paragraph (b), the lawyer is impliedly authorized under Rule 1.6 (a) to reveal information about the client, but only to the extent reasonably necessary to protect the client's interests.

What is a group of lawyers?

A group of lawyers could be regarded as a firm for purposes of a rule that the same lawyer should not represent opposing parties in litigation, e.g., Rules 1.7 (a), 1.10 (a), while it might not be so regarded for purposes of a rule that information acquired by one lawyer is attributed to another, e.g., Rule 1.10 (b).

What are the rules of professional conduct?

The Rules of Professional Conduct are rules of reason. They should be interpreted with reference to the purposes of legal representation and of the law itself. Some of the Rules are imperatives, cast in the terms "shall" or "shall not." These define proper conduct for purposes of professional discipline. Others, generally cast in the term "may" or "should," are permissive and define areas under the Rules in which the lawyer has discretion to exercise professional judgment. No disciplinary action should be taken when the lawyer chooses not to act or acts within the bounds of such discretion. Other Rules define the nature of relationships between the lawyer and others. The Rules are thus partly obligatory and disciplinary and partly constitutive and descriptive in that they define a lawyer's professional role. Many of the Comments use the term "should." Comments do not add obligations to the Rules but provide guidance for practicing in compliance with the Rules.

Why are lawyers important?

Lawyers play a vital role in the preservation of society. The fulfillment of this role requires an understanding by lawyers of their relationship to our legal system. The Rules of Professional Conduct, when properly applied, serve to define that relationship.

What to do if your lawyer doubts you?

Tell the Truth. If your lawyer doubts you in the consultation, or doesn't think you have a case, while that may change over time, getting over an initial disbelief is very hard. You have to prove your case. Your attorney is not your witness. They are your advocate - but you are responsible for coming up with proof.

Why do people hire lawyers?

Most people hired attorneys because they don't want to sit in court. Well, truth be told, neither do I. The difference between lawyer and client is that the lawyer expects it to take a long time and understands. The client typically thinks it's unjustified. So, your hard truth is that each case takes time. Be patient.

Why is it so expensive to go to court?

It's expensive because we have to wait in line too. Going to court is more than dressing up in a fancy suit and knowing what papers to fill out. Attorneys have to wait in line just like the "regular folk" and we are at the mercy of the court staff just like everyone else. If you get a bill that includes time spent waiting in court, it's not usually exaggerated. While some people may stretch the truth - if you want to see whether I had to wait an hour for the case to get called, then just come with me to court. Some courtrooms have more than 50 cases on the call. Your case may not be first or even ninth. I have been number 210 on the list before. It takes time. Most people hired attorneys because they don't want to sit in court. Well, truth be told, neither do I. The difference between lawyer and client is that the lawyer expects it to take a long time and understands. The client typically thinks it's unjustified. So, your hard truth is that each case takes time. Be patient.

Why is credibility important in court?

Credibility is one of the most important things in this world - and most important in a courtroom. If you care enough only to wear sweats to the courthouse, then the judge will see that you don't care, and that will be reflected in their desire to help you, listen to you, and decide in your favor. Step it up.

What to say when a judge can see your boobs?

If the judge can see your boobs, he's not listening to your story. If I can see your boobs, then I know you didn't care enough about yourself to talk to an attorney. Dress like you are going to church. Credibility is one of the most important things in this world - and most important in a courtroom.

What happens if you don't pay your lawyer?

If you don't pay your lawyer on the day of trial, or however you have agreed to, then while he or she may be obligated by other ethical duties to do his/her best, they won't be motivated by sympathy for you, and it will show in court.

What to do if no one can confirm a story is true?

If no one can confirm that the story is true, you will at least need something external, such as a hard copy document, to prove your case. Be prepared.

What does it take to prove that someone is incapable of creating a will?

Proof of Testamentary Incapacity - What Does It Take to Show Someone Is Incapable of Creating a Will. Just as when one enters into a contract, one cannot create a Will unless one has the mental capacity to do so. Normally, someone challenging a Will must demonstrate that the person lacked that capacity or that the person was subject ...

What is the finding of the lack of testamentary capacity?

Finding as to testator's lack of testamentary capacity is sustained by doctor's testimony that testator was not capable of recalling nature and extent of estate, natural objects of his bounty, and of understanding nature of testamentary act at time he was still under his medical care, where such doctor was intimately familiar with testator's mental capacity and his testimony was based on personal observation over number of years preceding his death. Estate of Wolf (1959, 2nd Dist) 174 Cal App 2d 144, 344 P2d 37.

What was the evidence in the Will Contest?

In will contest, there was substantial evidence of lack of testamentary capacity on part of testator, where among other things, testator had been declared incompetent by superior court half hour before he executed will; where testator had combination of serious ailments and was kept alive by intravenous feeding; and where testator's physician had left written orders 15 days before will was executed advising no signing of legal papers by patient. Estate of Fossa (1962, 1st Dist) 210 Cal App 2d 464, 26 Cal Rptr 687.

Why did the testator's own attorney refuse to make a will?

Testator’s own attorney had twice in February of 1959 refused to make a will for testator based on what the attorney perceived to testator’s lack of mental capacity.

Was testamentary capacity sufficient to sustain verdict for will contestant?

Evidence of testator's lack of testamentary capacity was sufficient, as matter of law, to sustain verdict for will contestant where it was shown that testator's mental deterioration extended over long period with several detentions in mental institutions, that he acted on unfounded belief that his son was trying to have him permanently committed to gain control of his estate, that doctors who treated him believed he was of unsound mind as did insurance agent who prepared will and relatives who witnessed it, and that agent who prepared will and relatives who witnessed it did so only to quiet and please him. Estate of Nigro (1966, 2nd Dist) 243 Cal App 2d 152, 52 Cal Rptr 128.

Did Testatrix have sufficient capacity to dispose of her property?

Her physician treated testatrix on several days in the same month she executed the will in question, including the day before the instrument was executed and testified that during that period testatrix lacked sufficient capacity to dispose of her property according to any rational plan.

Does erratic behavior establish lack of testamentary capacity?

In a will contest, evidence of forgetfulness, erratic, unstable, and emotional behavior, and of suspicion, probably delusional at times on the part of the testatrix, does not establish lack of testamentary capacity unless accompanied by a showing that it had direct influence on the testamentary act. Estate of Goetz (1967, 1st Dist) 253 Cal App 2d 107, 61 Cal Rptr 181.

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