February 22, 2013 - Oregon State Bar

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$P:\CLEPUB\Books\Disciplinary Board Reporter ... - Oregon State Bar$

$P:\CLEPUB\Books\Disciplinary Board Reporter ... - Oregon State Bar$

OREGON STATE BAR Board of Governors Agenda Meeting Date: November 9, 2012 Memo Date: October 29, 2012 From: Ira Zarov -CEO P~ Re: PLF Policy 3.200 F Action Recommended Approve changes to PLF Policy 3.200 relating to payment of the assessment. Background Currently, PLF policies state that the PLF will not accept an assessment payment made by a check drawn on a lawyer trust account. Because there are many instances in which checks drawn on trust accounts are legitimate expenditures, the suggested policy change removes the prohibition. IdIti1~:CN:1~w1~7►(Il
change during the year and Attorney F is neither required nor permitted to obtain PLF coverage; however, the following January 1 his principal office for the coming year will be determined to be in Oregon. Example: Attorney G maintains three o~ces, one in Portland, Oregon, one in Salem, Oregon, and one in Vancouver, Washington. On January 1, he determines that he spent 25 percent of his time at his Portland once, 15 percent of his time at his Salem office, and 60 percent of his time at his Vancouver once during the prior 12 months. Because the Oregon office time (40 percent) is less than the non-Oregon once time (60 percent), Attorney F's principal once is not in Oregon. Example: Attorney H maintains three o~ces, one in Medford, Oregon, one in Yreka, California, and one in Denio, Nevada. On January 1, she determines that she spent 45 percent of her time at her Medford once, 20 percent of her time at her Yreka office, and 35 percent of her time at her Denio office during the prior 12 months. Because the Oregon office time (45 percent) is less than the non-Oregon office time (55 percent), Attorney H's principal office is not in Oregon. On July 12, Attorney H closes her Denio, Nevada office. Because she still maintains an office outside of Oregon, the location of Attorney F's principal oNce for the year does not change even though she spends more time at her Medford office than at her Yreka office during the rest of the year. However, the following January 1 her principal once for the coming year may be in Oregon if her total Oregon office time the previous year exceeded the total non-Oregon once time. PLF Policy Manual January 22013 Example: Attorney I is a member of both the Oregon and California State Bars, but maintains only an once in Los Angeles. On September 1, he opens an office in Portland, but he keeps his Los Angeles office as well. During the balance of the year, Attorney I is physically present SO percent of the time in his Portland oNce and 20 percent in his Los Angeles office. Attorney I is neither required nor permitted to maintain PLF coverage for the period September 1 through December 31, but he is required and permitted to obtain PLF coverage for the following year as of January 1. (BOO ]/16/93; BOG 0/13/93; BOA 2/18/99; BOG 3/13/94; BOD 13/1/95; BOG 1/30/96; B008/14/90~ BOG 9/35/98 3.200 (A) Assessments of the Professional Liability Fund will be established on the basis of the PLF's experience, operating needs, and projections of future claim development. The projected assessment for the following Plan Period will be submitted to the Board of Governors for their approval no later than November 1 of each year. (B) Payment of the basic assessment is due on or before January 1. Attorneys entering private practice in Oregon after January 1-of any Plan Period will pay a proportionate assessment on the basis of one-twelfth of the total for each full or partial month that the lawyer will be in practice during the year, including the month entering private practice. The default date for all assessments will be 10 days after the due date, or on the first regular business day thereafter. ac...,,.. _ M_.,.. ~... ~.....~, eoo oano/ir eoa ??z __...- --- Formattetl: Font: 8 pt (9C) If the lawyer is not eligible for exemption as described in section 3.150, the staff of the Professional Liability Fund is not authorized to waive or reduce the assessment amount without Page 21
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Oregon State Bar Meeting of the Boa
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7. Other Action Items A. Revision o
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OREGON STATE BAR Board of Governors
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BOG Agenda Memo — Executive Direc
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Headcount and Turnover Report Annua
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Responsibilities The DAC’s respon
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BOG Agenda Memo —Ira Zarov CEO PL
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BOG Agenda Memo — Proposed Formal
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of the representation with a person
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the holder of the account asks for
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Board of Governors Agenda — Propo
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Board of Governors Agenda — Propo
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PROPOSED OREGON RPCS 7.1 THROUGH 7.
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Report of the Advertising Task Forc
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attempts to keep members of the pub
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legal circumstances requires that a
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C. From the General to the Specific
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Exhibit A Current Oregon Rules of P
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(c) A lawyer in private practice: (
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Exhibit C Advertising Task Force Pr
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persons who are not known to need l
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2013 ONLD Master Calendar Last upda
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Board of Governors Agenda Memo —D
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Loan Repayment Assistance Program P
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• Report annually to the OSB Acce
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Program participants are advised to
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for a period of six months in the e
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BOG Agenda Memo — CSF Claims Reco
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BOG Agenda Memo — CSF Claim DALRY
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Mr. Dalrymple charged me 2 times fo
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Mr. Dalrymple's Statement on Michae
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Date 23Jun-08 24Jun-08 25-Jun-08 30
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Mr. Dalrymple's Statement on Michae
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BOG Agenda Memo — CSF Claim JORDA
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From: Chris Eggert Date: March 8, 2
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The investigator conducted a teleph
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BOG Agenda Memo —[Click here and
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BOG Agenda Memo — BOG Role in Rei
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Amendments to Reinstatement Rules o
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(i) during the period of the member
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(b) Judgment for Costs; Client Secu
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Subsection 6.103 Reinstatement A fi
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PAC Bar List & Position Tracking BI
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Bill # Relating Clause Bill Descrip
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MINUTES BOG Member Services Committ
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MINUTES BOG Public Affairs Committe
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CLAIM No. NAME ATTORNEY CLAIM PENDI
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2012 ‐ 107 Lopez, Jennifer Luna M
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2013 JUDGMENTS COLLECTED Date Attor
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2012 Chief Legal Officer Survey An
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INTRODUCTION The methods of cost co
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Law School Applications Are Collaps
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Law School Applications Are Collaps
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Law Schools’ Applications Fall as
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Law Schools’ Applications Fall as
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Lawyers Behaving Badly Get A Dressi
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Lawyers Behaving Badly Get A Dressi
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Relax! You’ll Be More Productive
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Relax! You’ll Be More Productive
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February 22, 2013 - Oregon State Bar

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