Our Ethics and Professional Responsibility practice focuses on counseling lawyers and law firms on the diverse issues that confront lawyers in their day-to-day practice. Among those issues are current- and former-client conflicts of interest, trust accounting matters, engagement and dis-engagement agreements, attorney-client privilege and attorney work-product questions, law firm dissolutions and partner withdrawals, the multi-state practice of law, responses to auditor inquiries, and responses to inquiries from The Florida Bar. We also have extensive experience defending lawyers against Bar Complaints, from the initial written response to Bar Counsel through the grievance committee proceedings and, if necessary, trial before the appointed referee and review proceedings in the Florida Supreme Court.

We have represented national, regional, and local firms and lawyers in those firms and sole practitioners on issues ranging from protecting against potential or responding to threatened claims from clients and former clients, to preparing engagement agreements, assisting with document retention policies and practices, establishing charging and retaining liens, evaluating conflict of interest questions and obtaining conflict waivers, and otherwise counseling lawyers on a wide range of ethical and practical aspects of the practice of law. We have also consulted with non-lawyer clients such as professional liability insurance companies, financial institutions, real estate developers and other organizations and individuals regarding their relationships with lawyers.  However, because of the Firm’s professional liability defense practice, we rarely accept an engagement adverse to a lawyer.