Preface |
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xix | |
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Regulation of Lawyers and Paralegals |
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1 | (16) |
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2 | (3) |
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State Courts and Bar Associations |
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2 | (1) |
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3 | (1) |
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State Statutes, Ethics Opinions, and Case Law |
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3 | (1) |
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4 | (1) |
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5 | (12) |
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A Brief History of the Paralegal Profession |
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5 | (2) |
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Direct Regulation of Paralegals: Certification and Licensing |
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7 | (1) |
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7 | (1) |
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Regulation of Supervised Paralegals |
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8 | (1) |
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9 | (1) |
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Nonlawyer Legal Service Providers |
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10 | (1) |
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State Guidelines for the Utilization of Paralegal Services |
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11 | (1) |
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Paralegal Associations' Codes of Ethics and Guidelines |
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11 | (1) |
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Responsibility of Lawyers and Paralegals for Paralegal Conduct |
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12 | (1) |
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13 | (1) |
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14 | (1) |
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Discussion Questions and Projects |
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15 | (1) |
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15 | (1) |
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15 | (2) |
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Unauthorized Practice of Law |
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17 | (26) |
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A Brief History of the Unauthorized Practice of Law |
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18 | (1) |
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Trends in the Unauthorized Practice of Law |
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19 | (3) |
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Nonlawyer Legal Service Providers and Lawyers Aiding in the Unauthorized Practice of Law |
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19 | (2) |
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Multijurisdictional Practice Issues |
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21 | (1) |
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The Practice of Law Defined |
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22 | (1) |
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The Attorney's Responsibility to Prevent the Unauthorized Practice of Law |
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23 | (1) |
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What Constitutes the Unauthorized Practice of Law |
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24 | (9) |
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24 | (1) |
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24 | (1) |
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25 | (1) |
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26 | (1) |
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27 | (1) |
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Establishing the Attorney-Client Relationship |
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28 | (1) |
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29 | (1) |
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30 | (2) |
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32 | (1) |
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Nonlawyer Legal Service Providers and Related Trends |
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32 | (1) |
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Disclosure of Status as Paralegal and Job Titles |
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33 | (3) |
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A Word About Paralegals as Independent Contractors |
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36 | (7) |
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36 | (1) |
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37 | (2) |
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Discussion Questions and Projects |
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39 | (1) |
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40 | (1) |
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41 | (2) |
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43 | (20) |
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The Principle of Confidentiality |
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44 | (1) |
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Attorney-Client Privilege |
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44 | (6) |
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44 | (1) |
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Disclosure to Parties Other than Client's Lawyer: Waiver or Not? |
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45 | (1) |
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Matters Not Covered by the Privilege |
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45 | (1) |
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Inadvertent Disclosure of Privileged Material |
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46 | (2) |
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Exceptions to and Waivers of the Privilege |
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48 | (1) |
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The Privilege in the Corporate Setting |
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48 | (1) |
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49 | (1) |
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50 | (1) |
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Ethics Rules of Confidentiality |
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51 | (1) |
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Confidentiality and the Paralegal |
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52 | (11) |
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Application of the Rule to Paralegals |
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52 | (1) |
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Protecting Confidentiality in Daily Practice |
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53 | (2) |
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Special Issues Relating to Technology |
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55 | (2) |
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57 | (1) |
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58 | (2) |
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Discussion Questions and Projects |
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60 | (1) |
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61 | (1) |
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62 | (1) |
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63 | (28) |
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64 | (1) |
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Conflicts Involving Representation of Clients |
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65 | (7) |
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Concurrent Representation |
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65 | (1) |
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65 | (1) |
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66 | (1) |
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Withdrawal to Avoid Conflicts |
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67 | (1) |
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Imputed Disqualification in Concurrent Conflicts |
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67 | (1) |
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Issue Conflicts and Other Indirect Simultaneous Conflicts |
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67 | (1) |
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Examples of Conflicts in Litigated Matters |
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68 | (1) |
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Examples of Conflicts in Non-Litigated Matters |
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68 | (2) |
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Successive Representation |
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70 | (1) |
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70 | (1) |
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Defining ``Substantial Relationship'' |
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71 | (1) |
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72 | (6) |
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Business Transactions with Clients |
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72 | (1) |
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Publication, Literary, and Media Rights |
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73 | (1) |
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Financial Assistance to Clients |
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73 | (1) |
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A Lawyer's Interest in Litigation |
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74 | (1) |
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74 | (1) |
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Agreements with Clients Limiting Malpractice Liability |
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75 | (1) |
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Payment of Attorney's Fees by a Third Party |
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76 | (1) |
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77 | (1) |
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Sexual Relations with Clients |
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78 | (1) |
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Imputed Conflicts and Disqualification |
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78 | (4) |
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78 | (2) |
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80 | (2) |
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82 | (9) |
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84 | (1) |
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85 | (2) |
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Discussion Questions and Projects |
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87 | (2) |
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89 | (1) |
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89 | (2) |
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Advertising and Solicitation |
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91 | (16) |
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92 | (8) |
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The Advent and Evolution of Lawyer Advertising |
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92 | (2) |
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94 | (2) |
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Current Issues and Trends in Lawyer Advertising |
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96 | (4) |
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100 | (7) |
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102 | (1) |
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103 | (2) |
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Discussion Questions and Projects |
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105 | (1) |
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106 | (1) |
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106 | (1) |
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107 | (28) |
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Fee Arrangements with Clients |
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108 | (3) |
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108 | (1) |
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108 | (2) |
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110 | (1) |
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111 | (3) |
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Terms and Communication of Fee Arrangements with Clients |
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114 | (3) |
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Statutory and Other Court-awarded Fees |
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117 | (3) |
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Fee-Splitting and Referral Fees |
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120 | (2) |
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Partnerships Between Lawyers and Nonlawyers |
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122 | (1) |
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Client Funds and Property |
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122 | (13) |
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122 | (2) |
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Interest on Lawyers'Trust Accounts and Client Security Funds |
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124 | (1) |
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Other Client Property and Files |
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124 | (2) |
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126 | (1) |
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127 | (2) |
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Discussion Questions and Projects |
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129 | (2) |
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131 | (1) |
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132 | (3) |
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135 | (20) |
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136 | (1) |
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136 | (1) |
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137 | (1) |
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A Definition of Competence |
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138 | (4) |
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139 | (1) |
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140 | (1) |
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Thoroughness and Preparation |
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140 | (1) |
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141 | (1) |
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Communication with Clients |
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141 | (1) |
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Sanctions for Incompetence |
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142 | (1) |
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Trends in Legal Malpractice |
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143 | (3) |
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Factors Affecting Paralegal Competence |
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146 | (9) |
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148 | (1) |
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149 | (2) |
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Discussion Questions and Projects |
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151 | (1) |
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152 | (1) |
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153 | (2) |
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Special Issues in Advocacy |
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155 | (24) |
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156 | (1) |
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Unmeritorious Claims, Delay, and Discovery Abuse |
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157 | (3) |
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Disruption in the Courtroom and Disobeying Court Orders |
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160 | (1) |
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161 | (2) |
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Relationships and Communications with Judges |
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163 | (1) |
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164 | (1) |
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Contact with Parties and Represented Persons |
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165 | (1) |
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Contact with Unrepresented Persons |
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166 | (1) |
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166 | (2) |
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168 | (1) |
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Special Rules for Prosecutors |
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169 | (10) |
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170 | (2) |
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172 | (2) |
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Discussion Questions and Projects |
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174 | (2) |
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176 | (1) |
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177 | (2) |
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Professionalism and Special Issues for Paralegals |
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179 | (50) |
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The State of Professionalism in the Legal Field |
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180 | (3) |
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Professionalization of the Paralegal Occupation |
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183 | (4) |
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Commitment to Public Service |
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185 | (1) |
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185 | (1) |
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Commitment to the Highest Standards of Ethical Conduct |
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186 | (1) |
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186 | (1) |
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Commitment to the Paralegal Profession |
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186 | (1) |
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Commitment to a Strong Work Ethic |
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186 | (1) |
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Commitment to Acting with Integrity and Honor |
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186 | (1) |
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Commitment to the Development of the Whole Person |
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187 | (1) |
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Commitment to Exercising Good Judgment, Common Sense, and Communication Skills |
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187 | (1) |
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Current Issues in Professionalism |
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187 | (3) |
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187 | (1) |
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188 | (1) |
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Utilization and Treatment |
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188 | (1) |
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189 | (1) |
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Gender, Race, and Related Issues |
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190 | (1) |
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190 | (7) |
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192 | (1) |
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193 | (1) |
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193 | (2) |
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195 | (2) |
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A ABA Model Guidelines for the Utilization of Paralegal Services |
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197 | (20) |
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B NALA Code of Ethics and Professional Responsibility |
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217 | (4) |
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C NFPA Model Code of Ethics and Professional Responsibility |
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221 | (8) |
Glossary |
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229 | (6) |
Index |
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235 | |