Is My Book of Legal Business Portable?

Question: How do I know if my book of business is actually portable? This is a common question, especially in the legal field. And it is a very important question. First, a client is not automatically portable simply because you brought them in or you are representing them. There is no sure way to tell if […]

Changing or Selling Firms and Ethics – Sharing Client Names and ABA Model Rule Changes

There are many complicated ethical concerns when an attorney seeks to make a lateral move or to sell her firm. One of the foremost issues involves client confidentiality, e.g. when should the moving/selling attorney share information with the new firm/buying attorney so as to enable a conflict check? Sale of a Practice Here in Pennsylvania, […]