Sabtu, 29 September 2018

Lawyer Engagement Letters Privileged

HALAMAN SELANJUTNYA:


Editor’s Note: Every first-year law student learns the essentials of contract law—an offer, acceptance of the offer, a lawful object, and consideration. By the time many law school graduates are out in practice, the essentials about a meeting of the minds, mutual consideration, performance, and delivery vaporize amid the everyday exigencies of day-to-day practice. Between marketing a practice, memorizing the latest amendment to the Federal Rules of Evidence, and going to trial, a vital step must be taken between lawyer and client, and that’s the engagement letter and fee agreement. The agreement memorializes the terms of hire. What is an engagement letter? It’s a document directed to the client, signed by both lawyer and client, reduced to writing, setting forth the exact duties of the law firm, the lawyer, and the client. The agreement identifies what the lawyer will—and won’t—do for the client. Generally created after the initial conference with the client, during which a tentative agreement has been reached, the engagement letter identifies the nature of the problem (e.g., a criminal case or personal injury matter), names the expected adverse parties, and may set forth the date of the incident to serve as a trigger for statutes of limitation. Setting the parameters of the attorney-client relationship, it can define when it begins and when it ends, what happens during the process, and even how materials received by the law firm will be stored and destroyed. It’s about the money, honey, describing how fees will be set (e.g., an hourly rate, a flat fee, a contingent fee, etc.), what other expenses will be paid, an estimate of the fees, a deposit of funds, how withdrawals from a trust account will be made, and what happens when the till runs dry. If someone other than the client has agreed to pay the fee, then a separate agreement to guarantee payment of fees is necessary. The agreement can provide how fee disputes will be settled, even providing an escape clause permitting the lawyer to withdraw if fees aren’t paid. The agreement can outline the obligations of both the client and the lawyer. The lawyer can agree to promptly return all phone calls within 24 hours, correspond on a regular basis about the progress of the case, and provide court decisions promptly. The client may agree to promptly return all phone calls, respond to all correspondence, cooperate with the lawyer, meet with the lawyer when requested, and advise the lawyer of any changes in his or her situation. Clients rarely retain lawyers for unimportant, insignificant, paltry matters, so the engagement letter should be treated with at least as much importance as that given to the purchase of an engagement ring or new car. Give the client the opportunity to think about the engagement letter overnight. Answer any additional questions the client may have. Provide a duplicate of the signed agreement to the client. Just as important are non-engagement letters to send a clear signal to the would-be client that the lawyer isn’t representing him or her. The non-engagement letter can take many forms—for situations ranging from “We’ve researched and examined your case, but we’re declining to take it,” to a conflict of interest, to “We haven’t heard any more from you since the time you dropped by the office.” The disengagement letter is used when a lawyer wants to leave the relationship for some reason, mostly commonly nonpayment of fees. A letter declining further representation warns a client who’s dropped from the radar that the lawyer will be closing the file unless he or she hears otherwise, and it also warns the client that deadlines may loom. When the purposes of the engagement letter have been fulfilled and the job’s done, a closing letter finishes off the relationship and officially closes the file, telling the client what happened and how the files will be stored. While there’s no set format, an engagement letter should leave nothing to memory or chance. Not only invaluable protection in case of ethical complaints, it also shows the client that you take your relationship with the client seriously. In the pages that follow, P.A. Henrichsen, a lawyer in West Des Moines, Iowa, shares his form engagement, non-engagement, disengagement, and closing letters with you. Adapt these to your practice and your clients’ needs. Last Friday was a depressing day for me. A businessman and his daughter visited me in my office. When I asked how they had learned about our law firm, they said a lot of flattering things about how "famous" we were and about our "great" website. However, when I analyzed their case, it quickly became apparent to me that nothing could be done to help them. It was too late. The man's I-140 (EB1-3) which was submitted in April 2001 had been denied, and his former attorney had advised them not to appeal, but to have the employer file a new I-140. The new I-140 was also denied as were their I-485s. Since the man's L-1 status had long since expired, his whole family had been placed under removal proceedings. His present lawyer had advised him to have his employer submit a 3rd I-140 on his behalf and for him and his family to file new I-485s on the basis that he was eligible for adjustment of status under section 245(i). Suddenly, I became the bearer of bad news: "Sir, you are ineligible for benefits under section 245(i). Your initial I-140 was denied because the INS concluded that you were not an executive or manager, that the foreign and domestic companies were unrelated and that you were not being paid at the proferred wage. Furthermore, your employer did not appeal the I-140 denial. So, what is your argument that the I-140 meets the 'approvable when filed' standard for section 245(i) eligibility?" Yet, both his previous and present attorneys were in agreement that he was covered under section 245(i). I told him that I disagreed, and therefore, could not take his case. He and his daughter left my office disappointed. Every potential client that I saw on Friday had a similar story, and it was too late to repair any of their damaged cases. In my opinion, each of them will have their cases denied by an Immigration Judge. What's more, they will pay other attorneys many thousands of dollars only to lose their cases, appeal them to the BIA, and then lose again. Eventually, these unfortunate people will be ordered to either leave the United States "voluntarily" or face deportation. COULD THESE RESULTS HAVE BEEN AVOIDED? Absolutely! Section 245(i) has been on the books for over 15 years. All immigration attorneys should be able to properly analyze the facts of a case, and advise a client whether his I-140 complies with the "approvable when filed" standard under section 245(i). But how is a person supposed to know whether an immigration attorney is giving him good advice? In fact, how does a person go about selecting a good immigration attorney to represent him? There are over 11,000 members of the American Immigration Lawyers Association (AILA). Some are excellent attorneys, others are so-so, and more than a few are absolutely terrible. All immigration attorneys are not created equal. How is an immigrant, untrained in the intricacies of the law, supposed to select a competent attorney? CERTIFIED SPECIALISTS IN IMMIGRATION LAW Immigrants frequently choose attorneys just because speak their language or are from the same country as they are. Many Chinese choose Chinese attorneys; Filipinos tend to select Filipino attorneys, etc. Some immigration attorneys have built huge followings by blanketing ethnic newspapers with ads touting their successes. Other attorneys, including Yours Truly, are known largely through their websites. However, speaking a particular language, running big ads or having a popular website is no guarantee of quality. Expertise and experience are far more important than "self-advertised or paid" prominence. In my video, I stress one important criterion that is nowhere mentioned in the section of the USCIS website entitled "Finding Legal Advice" or in the ads or websites of most immigration attorneys. A number of states put attorneys through a rigorous system where they must pass a difficult examination regarding the intricacies of immigration law, require that they have a certain amount of experience in various facets of immigration law (employment-based, family-based, asylum, deportation defense, etc.) and obtain recommendations from their colleagues. A committee checks to make sure that the attorney is in good-standing with the bar association. Only then can an attorney be deemed to be a Certified Specialist in Immigration Law. Several years ago, I had the privilege of serving on the committee which writes and grades the examination for California attorneys seeking Certified Specialist status in Immigration Law. I can state, without hesitation, that the examination was extremely difficult to pass, and that every attorney who our committee recommended to be a Certified Specialist was both experienced and a true expert in the field. In my opinion, persons seeking legal advice from immigration attorneys could do no better than to restrict their search to pre-screened Certified Specialists in Immigration Law. LOCATION, LOCATION, LOCATION ? This mantra is a good rule of thumb when you are looking to buy a house. It is less helpful when you are seeking immigration legal advice. Immigration law is federal. Therefore, an immigration lawyer in Texas or California can represent corporate and individual clients in all 50 states. For example, during the past few weeks, attorneys in our law firm flew to New York City, Reno, Dallas and Philadelphia to represent clients. In a typical case, however, the petitions and applications are simply mailed to the USCIS, and no interview is required. The location of the attorney is irrelevant, while the skill of the attorney is paramount. However, they seem to have reneged on their promise. Don't despair. Below, we link to the web addresses of all Certified Specialists in Immigration Law around the United States. HOW TO FIND A CERTIFIED SPECIALIST IN IMMIGRATION LAW Four states currently certify attorneys as specialists in immigration law. If enough savvy consumers of legal services use certified specialists, we predict their will be a clamor in all states to certify legal specialists in the future. WHAT CAN A CERTIFIED SPECIALIST DO FOR YOU? Why should you hire a Certified Specialist in Immigration Law? Take a look at the brochure written by the California State Bar at If you are a savvy consumer, you will hire a Certified Specialist in Immigration Law to assist you in your immigration case. This way, you can obtain top-notch legal advice and avoid the unfortunate dilemma faced by the businessman and his daughter discussed at the beginning of this article.
Read More

Rabu, 26 September 2018

Texas Lawyer Engagement Letter






Last Friday was a depressing day for me. A businessman and his daughter visited me in my office. When I asked how they had learned about our law firm, they said a lot of flattering things about how "famous" we were and about our "great" website. However, when I analyzed their case, it quickly became apparent to me that nothing could be done to help them. It was too late. The man's I-140 (EB1-3) which was submitted in April 2001 had been denied, and his former attorney had advised them not to appeal, but to have the employer file a new I-140. The new I-140 was also denied as were their I-485s. Since the man's L-1 status had long since expired, his whole family had been placed under removal proceedings. His present lawyer had advised him to have his employer submit a 3rd I-140 on his behalf and for him and his family to file new I-485s on the basis that he was eligible for adjustment of status under section 245(i). Suddenly, I became the bearer of bad news: "Sir, you are ineligible for benefits under section 245(i). Your initial I-140 was denied because the INS concluded that you were not an executive or manager, that the foreign and domestic companies were unrelated and that you were not being paid at the proferred wage. Furthermore, your employer did not appeal the I-140 denial. So, what is your argument that the I-140 meets the 'approvable when filed' standard for section 245(i) eligibility?" Yet, both his previous and present attorneys were in agreement that he was covered under section 245(i). I told him that I disagreed, and therefore, could not take his case. He and his daughter left my office disappointed. Every potential client that I saw on Friday had a similar story, and it was too late to repair any of their damaged cases. In my opinion, each of them will have their cases denied by an Immigration Judge. What's more, they will pay other attorneys many thousands of dollars only to lose their cases, appeal them to the BIA, and then lose again. Eventually, these unfortunate people will be ordered to either leave the United States "voluntarily" or face deportation. COULD THESE RESULTS HAVE BEEN AVOIDED? Absolutely! Section 245(i) has been on the books for over 15 years. All immigration attorneys should be able to properly analyze the facts of a case, and advise a client whether his I-140 complies with the "approvable when filed" standard under section 245(i). But how is a person supposed to know whether an immigration attorney is giving him good advice? In fact, how does a person go about selecting a good immigration attorney to represent him? There are over 11,000 members of the American Immigration Lawyers Association (AILA). Some are excellent attorneys, others are so-so, and more than a few are absolutely terrible. All immigration attorneys are not created equal. How is an immigrant, untrained in the intricacies of the law, supposed to select a competent attorney? CERTIFIED SPECIALISTS IN IMMIGRATION LAW Immigrants frequently choose attorneys just because speak their language or are from the same country as they are. Many Chinese choose Chinese attorneys; Filipinos tend to select Filipino attorneys, etc. Some immigration attorneys have built huge followings by blanketing ethnic newspapers with ads touting their successes. Other attorneys, including Yours Truly, are known largely through their websites. However, speaking a particular language, running big ads or having a popular website is no guarantee of quality. Expertise and experience are far more important than "self-advertised or paid" prominence. In my video, I stress one important criterion that is nowhere mentioned in the section of the USCIS website entitled "Finding Legal Advice" or in the ads or websites of most immigration attorneys. A number of states put attorneys through a rigorous system where they must pass a difficult examination regarding the intricacies of immigration law, require that they have a certain amount of experience in various facets of immigration law (employment-based, family-based, asylum, deportation defense, etc.) and obtain recommendations from their colleagues. A committee checks to make sure that the attorney is in good-standing with the bar association. Only then can an attorney be deemed to be a Certified Specialist in Immigration Law. Several years ago, I had the privilege of serving on the committee which writes and grades the examination for California attorneys seeking Certified Specialist status in Immigration Law. I can state, without hesitation, that the examination was extremely difficult to pass, and that every attorney who our committee recommended to be a Certified Specialist was both experienced and a true expert in the field. In my opinion, persons seeking legal advice from immigration attorneys could do no better than to restrict their search to pre-screened Certified Specialists in Immigration Law. LOCATION, LOCATION, LOCATION ? This mantra is a good rule of thumb when you are looking to buy a house. It is less helpful when you are seeking immigration legal advice. Immigration law is federal. Therefore, an immigration lawyer in Texas or California can represent corporate and individual clients in all 50 states. For example, during the past few weeks, attorneys in our law firm flew to New York City, Reno, Dallas and Philadelphia to represent clients. In a typical case, however, the petitions and applications are simply mailed to the USCIS, and no interview is required. The location of the attorney is irrelevant, while the skill of the attorney is paramount. However, they seem to have reneged on their promise. Don't despair. Below, we link to the web addresses of all Certified Specialists in Immigration Law around the United States. HOW TO FIND A CERTIFIED SPECIALIST IN IMMIGRATION LAW Four states currently certify attorneys as specialists in immigration law. If enough savvy consumers of legal services use certified specialists, we predict their will be a clamor in all states to certify legal specialists in the future. WHAT CAN A CERTIFIED SPECIALIST DO FOR YOU? Why should you hire a Certified Specialist in Immigration Law? Take a look at the brochure written by the California State Bar at If you are a savvy consumer, you will hire a Certified Specialist in Immigration Law to assist you in your immigration case. This way, you can obtain top-notch legal advice and avoid the unfortunate dilemma faced by the businessman and his daughter discussed at the beginning of this article.
Read More

California Lawyer Engagement Letter





How car insurance works

When Do I Need a Lawyer? Almost everything we do—from making a purchase, to driving a car, to interacting with others—is affected by the law in some way. But clearly we don’t need a lawyer for all of these everyday interactions. When do you need a lawyer? When can (or should) you handle a matter on your own? Some problems are not really legal—or are not exclusively legal—and can be handled, at least in part, with the help of psychologists, the clergy or other counselors. But many problems do have a legal dimension and require a lawyer's help. The following questions and answers provide guidance. Q. I think I might benefit from speaking to a lawyer, but I don’t think I have a current legal dispute. Does this means I shouldn’t get an attorney? A. No. In fact, lawyers often help clients in matters that have nothing to do with disputes. For example, people might seek their lawyer’s advice on legal aspects of starting a business or engaging in a partnership, when buying or selling a home, or for information and advice on tax matters or estate planning. Some clients receive regular legal checkups that, like medical checkups, are designed to catch problems early or prevent them altogether. Q. I understand that going to a lawyer may be unnecessary under certain circumstances. Are there specific cases when I should see a lawyer? A. Yes, some matters are best handled by a lawyer. While these matters are sometimes hard to recognize, nearly everyone agrees that you should talk with a lawyer about major life events or changes, which might include: being arrested for a crime; being served with legal papers in a civil lawsuit; being involved in a serious accident causing personal injury or property damage; a change in family status such as divorce, adoption, or death; and a change in financial status such as obtaining or losing valuable personal property or real estate, starting a business, or filing for bankruptcy. Q. If I do not use a lawyer, who else can help me? A. There are many ways to solve a grievance without resorting to lawyers. If you believe a business has cheated you, you may get help from a consumer protection agency run by your city, county, state, or federal government. Many businesses, stores, and utility companies have their own departments to help resolve consumer complaints. Some communities have an ombudsman, a government official whose job is to mediate and resolve minor landlord/tenant, consumer, or employment issues. Local television and radio stations may have programs to resolve consumer-related disputes. Most states also have dispute resolution centers. These centers, which may be known as neighborhood justice centers or citizens’ dispute settlement programs, specialize in helping people who have common problems and disputes. Their services are often available for a small fee, or even at no cost. Q. Can counseling solve some problems? A. Yes. Sometimes problems that seem to be “legal” may be solved or prevented by other means. Many groups offer guidance and counseling for personal problems arising in marriage, child rearing, and managing finances. Private counselors or members of the clergy also may provide such help. Q. What is a small-claims court? A. A small-claims court is a streamlined forum in which people can air their dispute and have a judge decide it promptly. Most states have procedures that allow people to represent themselves in small-claims court if the total amount of their claim is under a certain dollar amount—such as $2,500. The cost is minimal, procedures are relatively simple, and there is usually little delay. Keep small-claims courts in mind if your problem is not very complicated and your losses are relatively small. Chapter 2, “How the Legal System Works,” provides guidance on how to file and proceed with a small-claims lawsuit. Q. For what kind of matters do Americans tend to see a lawyer? A. There are many reasons that an individual might consult a lawyer. Some of the most common legal matters taken to lawyers involved: real estate transactions drawing up a will as a party to a lawsuit divorce/separation probate/estate settlement matters child support/custody matter draw up an agreement/contact Other fairly common matters requiring a lawyer’s help included traffic matters, insurance claims, bankruptcy, auto accidents, and being a complainant or defendant in a criminal proceeding. Q. Should I save money and wait until I absolutely need the lawyer's services? A. No. An ounce of prevention is worth many dollars and anxious hours of cure. Once you have determined that you need professional legal help, get it promptly. You can get the most help if you are in touch with a lawyer as soon as possible.
Read More

Lawyer Engagement Letter Confidentiality








What is a Lawyer? Outside of television shows or movies, you may have no knowledge of what lawyers are or what they do. While fictional depictions can be helpful, they are not always accurate. The following are a few commonly asked questions about lawyers. Q. What exactly is a lawyer? A. A lawyer (also called attorney, counsel, or counselor) is a licensed professional who advises and represents others in legal matters. Today’s lawyer can be young or old, male or female. Nearly one-third of all lawyers are under thirty-five years old. Almost half of the law students today are women, and women may ultimately be as numerous in the profession as men. Q. I come from another country, and I need to hire a lawyer. Are notaries public lawyers? A. A “notary public,” an “accountant,” or a “certified public accountant” is not necessarily a lawyer. Do not assume that titles such as notary public mean the same thing as similar terms in your own language. In some countries, a lawyer is called a “barrister” or a “solicitor.” Q. What are a lawyer’s main duties? A. A lawyer has two main duties: to uphold the law while also protecting a client’s rights. To carry out these duties, a lawyer should understand the law and be an effective communicator. Q. Is most of a lawyer’s time spent in court? A. No. Most lawyers normally spend more time in an office than in a courtroom. The practice of law most often involves researching legal developments, investigating facts, writing and preparing legal documents, giving advice, and settling disputes. Q. What are the professional requirements for becoming a lawyer? A. To understand how laws and the legal system work, lawyers must go through special schooling. Each state has enacted standards that must be met before a person is licensed to practice law there. Before being allowed to practice law in most states, a person must: Have a bachelor’s degree or its equivalent. Complete three years at an ABA-accredited law school. Pass a state bar examination, which usually lasts for two or three days. The exam tests knowledge in selected areas of law. There are also required tests on professional ethics and responsibility. Pass a character and fitness review. Applicants for law licenses must be approved by a committee that investigates character and background. Take an oath, usually swearing to support the laws and the state and federal constitutions. Receive a license from the highest court in the state, usually the state supreme court. Q. Once licensed in one state, is a lawyer allowed to practice law in all states? A. Not automatically. To become licensed in more than one state, a lawyer must usually comply with each state’s bar admission requirements. Some states, however, permit licensed out-of-state lawyers to practice law if they have done so in another state for several years and the new state’s highest court approves them. Many states also have provisions for lawyers to participate in specific cases in states where they are not licensed. The lawyer in such a case is said to be appearing pro hoc vice, which means “for this one particular occasion.” Q. If I have a legal problem, do I have to hire a lawyer? A. Not necessarily – you may represent yourself. And, in some specialized situations, such as bringing a complaint before a government agency (for example, a dispute over Social Security or Medicare benefits), nonlawyers or paralegals may be qualified to represent you. (Paralegals are nonlawyers who have received training that enables them to assist lawyers in a number of tasks; they typically cannot represent clients in court.) If you are in this situation, ask the government agency involved what types of legal representatives are acceptable. There are many matters you can deal with yourself, if you know how to go about it. For example, you can represent yourself in traffic or small-claims court, or engage in negotiations and enter into contracts on your own. But if you are not sure about the consequences of your actions or are uncertain about how to proceed, getting some quick legal advice from a lawyer could be very helpful in preventing problems down the road. Q. Why does it sound like lawyers speak and write in a totally different language? A. Lawyers and others trained in the law often use legal terms as shorthand to express complicated ideas or principles. These words and phrases, many rooted in Latin, are often jokingly referred to as a foreign language—legalese. Although some legalese may be necessary in order to communicate certain ideas precisely, a document that is understood by very few of its readers is just plain poor communication. Since 1978, federal regulations are required to be “written in plain English and understandable to those who must comply” with them. Many states also have laws requiring that insurance policies, leases, and consumer contracts be written in plain English. Of particular importance is the trend in law schools to discourage the use of legalese and to encourage the use of plain, comprehensible English.
Read More

Lawyer Engagement Letter




sumber : inafeed
Every first-year law student learns the essentials of contract law�an offer, acceptance of the offer, a lawful object, and consideration. By the time many law school graduates are out in practice, the essentials about a meeting of the minds, mutual consideration, performance, and delivery vaporize amid the everyday exigencies of day-to-day practice. Between marketing a practice, memorizing the latest amendment to the Federal Rules of Evidence, and going to trial, a vital step must be taken between lawyer and client, and that�s the engagement letter and fee agreement. The agreement memorializes the terms of hire. What is an engagement letter? It�s a document directed to the client, signed by both lawyer and client, reduced to writing, setting forth the exact duties of the law firm, the lawyer, and the client. The agreement identifies what the lawyer will�and won�t�do for the client. Generally created after the initial conference with the client, during which a tentative agreement has been reached, the engagement letter identifies the nature of the problem (e.g., a criminal case or personal injury matter), names the expected adverse parties, and may set forth the date of the incident to serve as a trigger for statutes of limitation. Setting the parameters of the attorney-client relationship, it can define when it begins and when it ends, what happens during the process, and even how materials received by the law firm will be stored and destroyed. It�s about the money, honey, describing how fees will be set (e.g., an hourly rate, a flat fee, a contingent fee, etc.), what other expenses will be paid, an estimate of the fees, a deposit of funds, how withdrawals from a trust account will be made, and what happens when the till runs dry. If someone other than the client has agreed to pay the fee, then a separate agreement to guarantee payment of fees is necessary. The agreement can provide how fee disputes will be settled, even providing an escape clause permitting the lawyer to withdraw if fees aren�t paid. The agreement can outline the obligations of both the client and the lawyer. The lawyer can agree to promptly return all phone calls within 24 hours, correspond on a regular basis about the progress of the case, and provide court decisions promptly. The client may agree to promptly return all phone calls, respond to all correspondence, cooperate with the lawyer, meet with the lawyer when requested, and advise the lawyer of any changes in his or her situation. Clients rarely retain lawyers for unimportant, insignificant, paltry matters, so the engagement letter should be treated with at least as much importance as that given to the purchase of an engagement ring or new car. Give the client the opportunity to think about the engagement letter overnight. Answer any additional questions the client may have. Provide a duplicate of the signed agreement to the client. Just as important are non-engagement letters to send a clear signal to the would-be client that the lawyer isn�t representing him or her. The non-engagement letter can take many forms�for situations ranging from �We�ve researched and examined your case, but we�re declining to take it,� to a conflict of interest, to �We haven�t heard any more from you since the time you dropped by the office.� The disengagement letter is used when a lawyer wants to leave the relationship for some reason, mostly commonly nonpayment of fees. A letter declining further representation warns a client who�s dropped from the radar that the lawyer will be closing the file unless he or she hears otherwise, and it also warns the client that deadlines may loom. When the purposes of the engagement letter have been fulfilled and the job�s done, a closing letter finishes off the relationship and officially closes the file, telling the client what happened and how the files will be stored. While there�s no set format, an engagement letter should leave nothing to memory or chance. Not only invaluable protection in case of ethical complaints, it also shows the client that you take your relationship with the client seriously. In the pages that follow, P.A. Henrichsen, a lawyer in West Des Moines, Iowa, shares his form engagement, non-engagement, disengagement, and closing letters with you. Adapt these to your practice and your clients� needs.
Read More