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II. ATTORNEY-CLIENT RELATIONSHIP - FORMATION TO TERMlNATION A. BriefOverview of the Michigan Rule ofProfessional Conduct Communication, Communication, Communication! B. The formation ofthe Attorney-Client relationship 1. Defining who is the "client"- Anyone who knows you are an attorney and asks you a question. 2. Initial Meeting a. gather infonnation b. give infonnation c. conflict ofinterest 3. Client screening - avoiding the "problem" client (Knowing when to say "No") 4. . Accepting Representation a. Defming the scope ofrepresentation b. Fee agreement - (covered in next session) c. Explanation ofcosts and expenses d. Communications about billings C. Maintaining the Attorney-Client Relationship 1. Frequent communications - returning telephone calls 2. Scheduled billings - every month . 3. Confidentiality D. Termination ofthe representation 1. Closure letters, fmal billing and file retention 2. Withdrawing from representation a. At request ofclient b. When required c. Permission from court LJ
II. B. "'fHE F0RMATION--OF-THE ATTORNEY .. CLIENT RELATIONSHIP" ( Defining Who is the IIClient" Exhibit: - Potential client memorandum (
Page 1: II \ ) F SBM STAre BAa 0' MICHlOAN
Page 5 and 6: II. B. "THE FORMATION OF THE ATTORN
Page 7 and 8: MRPC 1.7 WEST'S MICIDGAN RULES OF C
Page 9 and 10: ·independence. Other Conflict Situ
Page 11 and 12: MRPC1.8 WEST'S MICHIGAN RULES OF CO
Page 13 and 14: Sexual Relations with Clients. Afte
Page 15 and 16: Lawyers Moving Between Firms. When
Page 17 and 18: II.B. "THE·FORMATION OF THE ATTORN
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Page 21 and 22: account in finally fixing the fee.
Page 23 and 24: the attorney, legal assistant and l
Page 25 and 26: NICHOLS & EBERTH, P.C. ATTORNEYS AN
Page 27 and 28: Example ··of STATEMENT FOR ATTORN
Page 29 and 30: 12-22 12-28 12-29 Parking Facsimile
Page 31 and 32: CLN_· CLN*_ CN CLNC_ ·.CLNA_ Date
Page 33 and 34: DEARBORN OFFICE 22374 GARRISON DEAR
Page 35 and 36: 10. Pensions (including 401K accoun
Page 37 and 38: Liabilities: (list the person or en
Page 39 and 40: IN THE NAME - NAME OF BANK ACCOUNT
Page 41 and 42: DIVORCEiHANDOUISIOIJU)CUSTODYAcr (
Page 43 and 44: Independence from Client's Views or
Page 45 and 46: · , Subpoena Defendant'5Pension Re
Page 47 and 48: II. "B. "THE FORMATION OF THE ATTOR
Page 49 and 50: l\1RPC 1.3 WEST'SMICIDGANRULESOF CO
Page 51 and 52: U~I .l.'::J1 U..J 8:37a .. Nichols
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MRPC1.4 WEST'S MICIDGAN RULES OF CO
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II. C. "MAINTAINING THE ATTORNEY-CL
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'The principle ofconfidentiality is
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.reasonably believes is necessary t
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TERMINATING THE REPRESENTATION IN W
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NICHOLS & EBERTH, P.C. ATIORNEYS AN
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MRPC 1.16 WEST'S MICHIGAN RULES OF
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~t~ ~:.!~~"1 "\Z~t1 t~f",1'5 itil~l
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--', Two Types of Trust Accounts
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IOLTA Trust Account Client Funds -U
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Yes, You Have to Do "Math" ~ Factor
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.~ OTHER IOLTA FACTS fi Michigan St
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: I- ::I z
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J;-:?~~:~~fu';' What to Do: fjj Gra
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YOU ARE YOUR STAFF • You are resp
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(~! ~-;0PT:r:;:>:.~~ OTHER G Valuab
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fees, the lawyer's services, prepar
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new or different. Ifyour existing a
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Michigan Rules of Professional Cond
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TEN MOST COMMON COMPLAINTS FROM CLI
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( • My attorney did not keep me i
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7. My attorney used to represent me
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(~ \. I PROFESSIONAL DISCIPLINARY P
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answer is sent to complainant with
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Respondent to file a reinstatement
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( TIPS AND TOOLS FOR A SUCCESSFUL P
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The Burden of Stigma Barrier to Tre
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Successful treatment and recovery f
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These people were, in a haphazard f
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Time Out for Attorneys SubmittedbyN
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the top ofyour head, make a concert
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Now when you live about 95% ofyour
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USE, ABUSE, and ADDICTION A fine li
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According to a 1991 Johns Hopkins U
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Why do lawyers have a higher incide
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, ( [This article first appeared in
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The program "is not designed to res
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Endnotes (1) American Bar Associati
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Twenty Questions: Are You a Person
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EFFECTIVE FEE AGREEMENTS Kenneth M.
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H. Include information about your f
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When the lawyer has not regularly r
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"Task based" or "stage-by-stage" bi
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[requiring reasonable fees; footnot
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15. Do not charge unreasonable cost
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Mwbigan Supreme Court - ADM File No
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A written statement concerning the
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Print View ofhttp://www.abanet.org/
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oughtbythe lawyers seeking payment
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"..... ,.;:...• ! · a~orn¢y.s ~
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STATE OF MICHIGAN Attorney DiscipHn
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Grievance Administrator v Harry R.
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FIFTY WAYS TO LEAVE YOUR CLIENT BYA
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sent clients and the local rules of
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Resources for Assistance in Complyi
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"(a) A lawyer shall not enter into
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must be advised ofthe identity ofth
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STATE OF MICHIGAN Attomey Disciplin
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Grievance Administrator v Patricia
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( Steps in the RM Process ~. 1. Est
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Claim Frequency by Practice Area (
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( Trap # 1 Failure to "Qualify Your
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( -~",--...,;----..------"",- .main
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Trap # 8 Fee Disputes - ....--...,;
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( Go ;91e S8M Search Tips and Tools
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( BLACKED OUT DATA IS NOT REDACTED
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( IRON KEY https:/Iwww.lronkev.com/
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( ~ ~ RESOURCES ~ ~. ABA Law Practi
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( Try Online Fax Services Send and
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Frequently Asked Questions on the S
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'\ What's Appropriate • Direct ma
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,......-" ~~ No misleading or confu
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.~ ,~ t"'" C 10/im( ..._",:/ ', ..-
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~~. .----..." Reporting Attorney Mi
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--------.. ~ Reporting Attorney Mis
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-~ Client Perjury Criminal Matte
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-,~ ----........ ----" :- New Devel
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~-, More Record Retention... • Ke
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,~, Confidentiality After the Clien
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the legal process. A. Do not blame
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The 10 Commandments To Avoid Discip
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