Nonlawyer Ownership of Firms
On Demand
Wednesday, November 30, 2022
Welcome Announcements
The Landscape of Alternative Business Structures Across the U.S.
- Evolution of reforms in D.C., Arizona, and Utah
- Defeated proposals across CA, FL, and other states, and future efforts
- Some states relaxing state version of Model Rule 5.4 on fee sharing
- The ABA’s stance and Resolution 115
ABS Rules of Conduct: Ethical Considerations and Best Practices
- Referrals and co-counseling
- Privilege and confidentiality
- Conflicts of interest
- ABA Formal Opinion 499: ethical duties when investing in an ABS
- Marketing
The Technology Behind Alternative Business Structures
- Tech and data analytics
- Performance tracking
Q&A Session
Adjourn
