Corporate partners Brad and Jen went to the medium sized Bell Law Firm, located in California, to
Question:
Corporate partners Brad and Jen went to the medium sized Bell Law Firm, located in California, to have revocable trusts created for both partners, in 2020. Estate Attorney Al met with both of them, separately, and prepared the trusts in a very satisfactory manner. Paralegal Sam assisted Al on the case. Today, serious differences have caused the corporate partners to separate, and Brad returned to the Bell Law Firm seeking to sue Jen. Brad met today with experienced Corporate Law Attorney Kathy, who joined the Bell Law Firm in 2021. Paralegal Sam works with Kathy on cases. Attorney Al is now a Partner in the firm.
What ethical issues are presented here, and are there any ethical violations? Thoroughly analyze this problem in several paragraphs, being sure to discuss and define the applicable rules. Include in your analysis 1) whether or not Kathy can work on this lawsuit for Brad, and 2) whether or not Sam can work on the case. Why or why not? 3) If not, what might allow Kathy to work on the case? Please use these numbers in your answer.
Income Tax Fundamentals 2013
ISBN: 9781285586618
31st Edition
Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill