does a lawyer have an obligation to identify themselves when calling an adverse party

by Nels Wisozk IV 9 min read

As a general rule, an attorney need not identify him/herself as such. However, there are exceptions. An attorney must conform to specific rules for SOLICITATION and ADVERTISING of services to non-clients, including identifying him/herself properly.

Full Answer

Do lawyers have a duty to disclose adverse legal advice?

Lawyers have a duty to disclose adverse legal… An attorney researches a legal question and finds a controlling case that is adverse to her client’s position. Surprisingly, the opposing counsel neglects to cite the case to the court in her pleadings. What is the attorney to do?

Can a litigant contact an adverse party to discuss a case?

In short, as a litigant, an attorney would be wise to check with the local ethical rules and/or case law prior to contacting an adverse party to discuss a case. This article was prepared by Andrew R. Jones, Esq. and Corey M. Cohen, Esq. of the New York City-based law firm of Furman Kornfeld & Brennan LLP.

Can a pro se attorney contact an adverse party?

As a pro se litigant, an attorney plays the role of both counsel and client. Therein lies the problem with Model Rule 4.2: does the restriction upon the attorney (as an attorney) restrict the pro se attorney (as a litigation party) from contacting an adverse party?

Do attorneys have to disclose that they represent the other party?

Attorneys have an obligation of candor which means we must be open and forthright. As I understand your question you want to know if we must disclose to an adverse party that we represent the other party in the action. I think that depends on the circumstances.

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 are the four responsibilities of lawyers?

It describes the sources and broad definitions of lawyers' four responsibilities: duties to clients and stakeholders; duties to the legal system; duties to one's own institution; and duties to the broader society.

What ethics are lawyers obligated to follow?

Areas covered by ethical standards include: Independence, honesty and integrity. The lawyer and client relationship, in particular, the duties owed by the lawyer to his or her client. This includes matters such as client care, conflict of interest, confidentiality, dealing with client money, and fees.

What is the general rule about representing a client whose interests may be adverse to a former client?

(a) A lawyer who has formerly represented a client in a matter shall not thereafter represent another person in the same or a substantially related matter in which that person's interests are materially adverse to the interests of the former client unless the former client gives informed consent, confirmed in writing.

What are 5 typical duties 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 are an attorneys basic obligations to a client?

These principles include the lawyer's obligation zealously to protect and pursue a client's legitimate interests, within the bounds of the law, while maintaining a professional, courteous and civil attitude toward all persons involved in the legal system.

What should be the two ethical Behaviour of a lawyer?

Areas covered by ethical standards include: Independence, honesty and integrity. The lawyer and client relationship, in particular, the duties owed by the lawyer to his or her client. This includes matters such as client care, conflict of interest, confidentiality, dealing with client money, and fees.

Which of the following is an ethical issue for an attorney?

Client Confidences & Privilege. Misconduct Involving Dishonesty. Trust Accounts. Neglect & Lack of Communication.

What are the 7 principle of ethics?

The Fundamental Principles of EthicsBeneficence. ... Nonmaleficence. ... Autonomy. ... Informed Consent. ... Truth-Telling. ... Confidentiality. ... Justice.

Can a lawyer represent a client with interest adverse to those of a former client?

A lawyer shall not represent conflicting interest except by written consent of all concerned given after a full disclosure of the facts.

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.

What constitutes a conflict of interest?

What is a Conflict of Interest? A conflict of interest occurs when an individual's personal interests – family, friendships, financial, or social factors – could compromise his or her judgment, decisions, or actions in the workplace. Government agencies take conflicts of interest so seriously that they are regulated.

Must an attorney identify themselves as such when texting?

My ex informed my of the fact that she was getting her legal services for free because she was getting married to her lawyer via text. The conversation was pertaining to the custody of my 7 year old. As the conversation continued via text, I noticed that the verbiage was not the type my ex used, but more that of an attorney.

Sarah Grosse

As a general rule, an attorney need not identify him/herself as such. However, there are exceptions. An attorney must conform to specific rules for SOLICITATION and ADVERTISING of services to non-clients, including identifying him/herself properly.

3 attorney answers

It is not likely that the person was an attorney. If they come back, ask for a card, their bar number and ID. If they refuse to produce it, tell them you will call the police. It is illegal for someone who is not an attorney to practice law in California pursuant to Business and Profession Code sec. 6125.

Donald William Matejka

This screams SCAM to me. Attorneys do not do business this way. They send demand letters, not show up at your house. Did you run the name on the business card through the CA Bar Association's "Attorney Search"? More

David Thomas Nazzaro

Quite unusual. We cannot explain who this person is or why they said what they did.

Who said "He who represents himself has a fool for a client"?

The well-known old saying often credited to Abraham Lincoln states that “He who represents himself has a fool for a client.”. This article will not comment on the advisability of representing yourself in litigation, but will instead discuss the ethical issues that arise when an attorney is either a pro se litigant (representing him or herself) ...

What is Rule 4.2?

In conclusion, Rule 4.2 (or an analogous rule) likely restricts an attorney who is a pro se litigant from contacting or conversing with an adverse party represented by counsel about the subject matter of a pending litigation.

Is an attorney acting as both counsel and client?

In this situation, the attorney is not acting as both counsel and client, but is rather is only a client who has retained representation. PBA Opinion 2017-200 found that when an attorney is represented by counsel, Rule 4.2 does not apply, reasoning that Rule 4.2 only applies when an attorney is acting in the role of representing a client ...

Is Rule 4.2 a role rule?

PBA stated that: “Rule 4.2 is a “role rule” since by its terms it applies to lawyers only when they are representing clients. It does not apply to lawyers simply because they are lawyers.”. [7] (We note that this seems somewhat at odds with the notion of protecting people from an attorney’s specialized skills).

Is Rule 4.2 an identity rule?

In determining that Rule 4.2 is an identity rule, these jurisdictions found that the legal system benefited from a policy preventing attorneys from using their specialized legal knowledge and skills to influence an adversary, even when both sides were represented by counsel.

Can a lawyer communicate with another lawyer?

In representing a client, a lawyer shall not communicate about the subject of the representation with a person the lawyer knows to be represented by another lawyer in the matter, unless the lawyer has the consent of the other lawyer or is authorized to do so by law or a court order.

Can an attorney speak with an adverse party?

However, an attorney who is a pro se litigant is also the attorney representing themselves, and it can be argued that pursuant to Model Rule 4.2, the attorney is ethically prohibited from speaking with an adverse party represented by counsel without “consent of the other lawyer or is authorized to do so by law or a court order.”.

Is an attorney privileged?

An attorney has a duty of candor to both the court and the parties. While this does not require the attorney to disclose information which is harmful or prejudicial to his/her client (in fact, such communication is protected by the attorney-client privilege), the representing of a client is not privileged, especially since this information is sometimes essential to making sure that the proper procedureal...

Does an attorney have a duty of candor?

Yes, an attorney has a duty of candor to both the court and the parties. While this does not require the attorney to disclose information which is harmful or prejudicial to his/her client (in fact, such communication is protected by the attorney-client privilege), the representing of a client is not privileged, ...

When a lawyer learns that a client intends to commit perjury or to offer false testimony, should

When a lawyer learns that a client intends to commit perjury or to offer false testimony, the lawyer should counsel the client not to do so. The lawyer should inform the client that if he does testify falsely, the lawyer will have no choice but to withdraw from the matter and to inform the court of the client’s misconduct.

What is the duty of a lawyer?

Where a client informs counsel of his intent to commit perjury, a lawyer’s first duty is to attempt to dissuade the client from committing perjury. In doing so, the lawyer should advise the client ...

What happens if a client refuses to do so?

If the client refuses to do so, the lawyer has an ethical obligation to disclose the perjured testimony and/or submission of false evidence to the court. Having a client threaten to commit perjury or actually committing perjury is one of the most difficult ethical dilemmas a lawyer can face.

What happens if a client refuses to disclose his misconduct?

If the client refuses to disclose his misconduct, then the lawyer has a duty to inform the court and/or opposing party of the false evidence or testimony.

What happens if a lawyer insists on false testimony?

If the client continues to insist that they will provide false testimony, the lawyer should move to withdraw from representation.

What happens if a lawyer is ineffective?

If the persuasion is ineffective, the lawyer must take reasonable remedial measures. Except in the defense of a criminal accused, the rule generally recognized is that, if necessary to rectify the situation, an advocate must disclose the existence of the client’s deception to the court or to the other party.

What to do when material evidence is false?

Upon ascertaining that material evidence is false, the lawyer should seek to persuade the client that the evidence should not be offered or, if it has been offered, that its false character should immediately be disclosed . If the persuasion is ineffective, the lawyer must take reasonable remedial measures.

What to do if you suspect a lawyer is unresponsive?

If the lawyer is unresponsive or not willing to discuss the matter, then that person may wish to file a complaint with your attorney’s State Bar Association.

What happens if a lawyer is not competent?

If a lawyer is not competent to handle a legal matter, that lawyer is generally required to become competent, either by consulting with another lawyer or conducting adequate research. Furthermore, a lawyer should not handle a legal matter without adequate preparation under the circumstances.

What is zealous representation?

Zealous Representation. A lawyer should represent a client zealously within the bounds of the law. However, in cases where a client’s conduct could arguably be illegal, a lawyer may refuse aid or participate in such conduct. Furthermore, a lawyer may not assert a position, file a suit, delay trial, or take actions on behalf of a client, ...

What are the rules of professional responsibility?

Model Rules of Professional Responsibility. Every state is responsible for drafting their own set of codes of professional responsibility governing attorney ethics. The American Bar Association developed the Model Rules of Professional Responsibility to act a guideline for ethical conduct and help resolve moral and ethical dilemmas.

Can an attorney prove malpractice?

Proving that your attorney committed malpractice can be difficult. You have to know exactly what constitutes malpractice and show that your attorney actually committed malpractice. An experienced malpractice attorney can help you determine whether or not you’re a victim of attorney malpractice.

Can a lawyer use perjured testimony?

A lawyer cannot knowingly use perjured testimony or false evidence. A lawyer cannot knowingly assert false statements of law or fact. A lawyer cannot preserve or create evidence which the lawyer knows is false. A lawyer cannot assist his client in conduct the lawyer knows to be illegal or fraudulent.

Can a lawyer reveal confidence?

In limited some instances, a lawyer can reveal confidences if such confidence is a client’s intent is a crime that may cause death or serious injury. A lawyer should exercise independent professional judgment on behalf of a client. A lawyer cannot accept employment from a client when there is a conflict of interest.

What is the rule of a lawyer?

Subject to rule 1.2.1, a lawyer shall abide by a client’s decisions concerning the objectives of representation and, as required by rule 1.4, shall reasonably* consult with the client as to the means by which they are to be pursued. Subject to Business and Professions Code section 6068, subdivision (e)(1) and rule 1.6, a lawyer may take such action on behalf of the client as is impliedly authorized to carry out the representation. A lawyer shall abide by a client’s decision whether to settle a matter. Except as otherwise provided by law in a criminal case, the lawyer shall abide by the client’s decision, after consultation with the lawyer, as to a plea to be entered, whether to waive jury trial and whether the client will testify.

What is the requirement that the sale of all or substantially of the law practice of a lawyer?

[1] The requirement that the sale be of “all or substantially* all of the law practice of a lawyer” prohibits the sale of only a field or area of practice or the seller’s practice in a geographical area or in a particular jurisdiction. The prohibition against the sale of less than all or substantially* all of a practice protects those clients whose matters are less lucrative and who might find it difficult to secure other counsel if a sale could be limited to substantial* fee-generating matters. The purchasers are required to undertake all client matters sold in the transaction, subject to client consent. This requirement is satisfied, however, even if a purchaser is unable to undertake a particular client matter because of a conflict of interest.

What is a prospective client?

A person* who, directly or through an authorized representative, consults a lawyer for the purpose of retaining the lawyer or securing legal service or advice from the lawyer in the lawyer’s professional capacity, is a prospective client.

What happens after a lawyer terminates a client relationship?

[1] After termination of a lawyer-client relationship, the lawyer owes two duties to a former client. The lawyer may not (i) do anything that will injuriously affect the former client in any matter in which the lawyer represented the former client, or (ii) at any time use against the former client knowledge or information acquired by virtue of the previous relationship. (See Oasis West Realty, LLC v. Goldman (2011) 51 Cal.4th 811 [124 Cal.Rptr.3d 256]; Wutchumna Water Co. v. Bailey (1932) 216 Cal. 564 [15 P.2d 505].) For example, (i) a lawyer could not properly seek to rescind on behalf of a new client a contract drafted on behalf of the former client and (ii) a lawyer who has prosecuted an accused person* could not represent the accused in a subsequent civil action against the government concerning the same matter. (See also Bus. & Prof. Code, § 6131; 18 U.S.C. § 207(a).) These duties exist to preserve a client’s trust in the lawyer and to encourage the client’s candor in communications with the lawyer.

What is an other pecuniary interest?

[1] A lawyer has an “other pecuniary interest adverse to a client” within the meaning of this rule when the lawyer possesses a legal right to significantly impair or prejudice the client’s rights or interests without court action. (See Fletcher v. Davis (2004) 33 Cal.4th 61, 68 [14 Cal.Rptr.3d 58]; see also Bus. & Prof. Code, § 6175.3 [Sale of financial products to elder or dependent adult clients; Disclosure]; Fam. Code, §§ 2033-2034 [Attorney lien on community real property].)However, this rule does not apply to a charging lien given to secure payment of a contingency fee. (See Plummer v. Day/Eisenberg, LLP (2010) 184 Cal.App.4th 38 [108 Cal.Rptr.3d 455].)

What is the duty of undivided loyalty?

The duty of undivided loyalty to a current client prohibits undertaking representation directly adverse to that client without that client’s informed written consent.* Thus, absent consent, a lawyer may not act as an advocate in one matter against a person* the lawyer represents in some other matter, even when the matters are wholly unrelated. (See Flatt v. Superior Court (1994) 9 Cal.4th 275 [36 Cal.Rptr.2d 537].) A directly adverse conflict under paragraph (a) can arise in a number of ways, for example, when: (i) a lawyer accepts representation of more than one client in a matter in which the interests of the clients actually conflict; (ii) a lawyer, while representing a client, accepts in another matter the representation of a person* who, in the first matter, is directly adverse to the lawyer’s client; or (iii) a lawyer accepts representation of a person* in a matter in which an opposing party is a client of the lawyer or the lawyer’s law firm.* Similarly, direct adversity can arise when a lawyer cross-examines a non-party witness who is the lawyer’s client in another matter, if the examination is likely to harm or embarrass the witness. On the other hand, simultaneous representation in unrelated matters of clients whose interests are only economically adverse, such as representation of competing economic enterprises in unrelated litigation, does not ordinarily constitute a conflict of interest and thus may not require informed written consent* of the respective clients.

Can a lawyer buy property?

A lawyer shall not directly or indirectly purchase property at a probate, foreclosure, receiver’s, trustee’s, or judicial sale in an action or proceeding in which such lawyer or any lawyer affiliated by reason of personal, business, or professional relationship with that lawyer or with that lawyer’s law firm* is acting as a lawyer for a party or as executor, receiver, trustee, administrator, guardian, or conservator.

When communicating with the accused in a criminal matter, must a government lawyer comply with this rule?

When communicating with the accused in a criminal matter, a government lawyer must comply with this Rule in addition to honoring the constitutional rights of the accused. The fact that a communication does not violate a state or federal constitutional right is insufficient to establish that the communication is permissible under this Rule. ...

Can a lawyer request a court order?

A lawyer may also seek a court order in exceptional circumstances to authorize a communication that would otherwise be prohibited by this Rule, for example, where communication with a person represented by counsel is necessary to avoid reasonably certain injury.

Can a lawyer make a communication prohibited by this rule?

A lawyer may not make a communication prohibited by this Rule through the acts of another. See Rule 8.4 (a). Parties to a matter may communicate directly with each other, and a lawyer is not prohibited from advising a client concerning a communication that the client is legally entitled to make.

Is consent required for a lawyer to communicate with a former constituent?

Consent of the organization’s lawyer is not required for communication with a former constituent. If a constituent of the organization is represented in the matter by his or her own counsel, the consent by that counsel to a communication will be sufficient for purposes of this Rule. Compare Rule 3.4 (f).

Can a lawyer evade the requirement of obtaining the consent of counsel by closing eyes to the obvious?

See Rule 1.0 (f). Thus, the lawyer cannot evade the requirement of obtaining the consent of counsel by closing eyes to the obvious.