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Fee Agreement Forms Manual

This is the best book available on fee agreements. It helps you prepare those all-essential fee agreements for new and returning clients, and it contains all the clauses you might need for a valid, enforceable fee agreement.

This is the best book available on fee agreements. It helps you prepare those all-essential fee agreements for new and returning clients, and it contains all the clauses you might need for a valid, enforceable fee agreement.

  • Discusses ethical issues, including liability insurance disclosure requirements
  • Specifies legal requirements, including relevant statutes and Rules of Court
  • Identifies potential client taxation issues
  • Provides sample forms with commentary for all practice areas
  • Provisions for fixed, hourly & contingency fee agreements, as well as limited scope representation
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This is the best book available on fee agreements. It helps you prepare those all-essential fee agreements for new and returning clients, and it contains all the clauses you might need for a valid, enforceable fee agreement.

  • Discusses ethical issues, including liability insurance disclosure requirements
  • Specifies legal requirements, including relevant statutes and Rules of Court
  • Identifies potential client taxation issues
  • Provides sample forms with commentary for all practice areas
  • Provisions for fixed, hourly & contingency fee agreements, as well as limited scope representation

1

Fee Agreement—Sample Provisions and Commentary

  • I. SCOPE OF THIS BOOK §1.1
  • II. SCOPE OF THIS CHAPTER §1.2
  • III. BASIC CONSIDERATIONS
    • A. Fee Agreements Are Contracts §1.3
    • B. Different Types of Fee Agreements: Traditional and Alternative Models §1.4
    • C. Fee Agreements Are Subject to Statutory Requirements
      • 1. Contingent Fee Agreements §1.5
      • 2. Noncontingent Fee Agreements §1.6
      • 3. Some Fees Are Set by Statute §1.7
      • 4. Fees May Be Subject to Court Approval §1.8
    • D. Fee Agreements Are Subject to Ethical Requirements §1.9
      • 1. No Unconscionable or Illegal Fee §1.10
      • 2. Fee Negotiations Generally at Arm's Length §1.11
      • 3. Acquiring Ownership or Other Pecuniary Interest Adverse to Client §1.12
    • E. All Fee Agreements Should Be in Writing
      • 1. Risks of Unwritten Agreement §1.13
      • 2. Benefits of Written Agreement §1.14
  • IV. SAMPLE PROVISIONS AND COMMENTARY
    • A. Form: Identification of Parties §1.15
    • B. Form: Payment of Attorney Fees by Third Party in Noncontingent Fee Matter §1.16
    • C. Form: Retention of Law Firm Rather Than Particular Attorney §1.17
    • D. Form: Delegation of Attorney Services §1.18
    • E. Form: Authorized Representative of Client §1.19
    • F. Form: Legal Services to Be Provided §1.20
    • G. Form: Legal Services Specifically Excluded §1.21
    • H. Form: Responsibilities of Attorney and Client §1.22
    • I. Attorney Fees
      • 1. Form: Hourly Fee §1.23
      • 2. Form: Additional Fee Based on Results §1.24
      • 3. Form: Fixed Fee §1.25
      • 4. Form: Contingent Fee §1.26
      • 5. Form: Sample Hybrid Fixed and Contigency Fee Arrangement Letter §1.26A
      • 6. Form: Division of Attorney Fees §1.27
    • J. Costs
      • 1. Form: When Agreement Provides Hourly or Fixed Fee §1.28
      • 2. Form: When Agreement Provides Contingent Fee §1.29
    • K. Deposit
      • 1. Form: Deposit for Fees and/or Costs §1.30
      • 2. Form: Additional Deposits §1.31
      • 3. Form: Retainer Provision §1.32
    • L. Form: Statements and Payments §1.33
    • M. Form: Multiple Clients: Confidentiality and Conflict §1.34
    • N. Form: Representation of Adverse Interests §1.35
    • O. Form: Payment of Attorney Fees Under Fee-Shifting Statute, Agreement, or Court Order §1.36
    • P. Form: Settlement §1.37
    • Q. Form: Attorney's Lien §1.38
    • R. Form: Discharge of Attorney §1.39
    • S. Form: Withdrawal of Attorney §1.40
    • T. Form: Release, Retention, and Disposition of Client's Papers and Property §1.41
    • U. Form: Disclaimer of Guaranty §1.42
    • V. Form: Entire Agreement §1.43
    • W. Form: Severability in Event of Partial Invalidity §1.44
    • X. Form: Modification by Subsequent Agreement §1.45
    • Y. Arbitration
      • 1. Form: Client May Elect Fee Arbitration §1.46
      • 2. Form: Mandatory Nonbinding Fee Arbitration Through State or Local Bar §1.47
      • 3. Form: Agreement to Arbitrate Malpractice Dispute §1.48
      • 4. Form: Agreement to Arbitrate All Disputes (Including Fee and Malpractice Disputes) §1.49
      • 5. Form: Agreement to Mediate Dispute §1.50
    • Z. Form: Attorney Fees and Costs in Action on Agreement §1.51
    • AA. Form: Professional Liability Insurance Disclosure §1.51A
    • BB. Form: Governing Law §1.52
    • CC. Form: Effective Date of Agreement §1.53
    • DD. Form: Signatures and Dates §1.54

2

Business Law—Sample Fee Agreements and Conflicts Letter

  • I. SCOPE OF CHAPTER §2.1
  • II. FORM: SAMPLE FEE AGREEMENT FOR CORPORATE LEGAL SERVICES §2.2
  • III. FORM: SAMPLE FEE AGREEMENT FOR FORMING A CALIFORNIA LIMITED LIABILITY CORPORATION §2.3
  • IV. FORM: SAMPLE FEE AGREEMENT FOR FORMING A CALIFORNIA CORPORATION §2.4
  • V. FORM: SAMPLE CONFLICTS LETTER AND WRITTEN CONSENT §2.5

3

Civil Litigation—Sample Fee Agreement and Consent to Fee-Splitting

  • I. SCOPE OF CHAPTER §3.1
  • II. FORM: SAMPLE FEE AGREEMENT BASED ON HOURLY RATE FOR CIVIL LITIGATION §3.2
  • III. FORM: SAMPLE DISCLOSURE AND CONSENT ON FEE-SPLITTING §3.3

4

Consumer Chapter 7 Bankruptcy—Sample Fee Agreement with Exhibits

  • I. SCOPE OF CHAPTER §4.1
  • II. CONSUMER CHAPTER 7 BANKRUPTCY
    • A. Form: Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case §4.2
    • B. Form: Exhibit A to Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case §4.3
    • C. Form: Exhibit B to Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case §4.4
    • D. Form: Exhibit C to Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case §4.5

5

Criminal Defense—Sample Fee Agreement and Substitution of Counsel Letter

  • I. SCOPE OF CHAPTER §5.1
  • II. FORM: SAMPLE CRIMINAL DEFENSE LEGAL FEE AGREEMENT §5.2
  • III. FORM: SAMPLE LETTER NOTIFYING DEFENSE COUNSEL OF SUBSTITUTION OF COUNSEL AND AUTHORIZING RELEASE OF INFORMATION §5.3

6

Debt Collection—Sample Fee Agreements

  • I. SCOPE OF CHAPTER §6.1
  • II. FORM: SAMPLE DEBT COLLECTION CONTINGENT FEE AGREEMENT WITH NONCONTINGENT RETAINER §6.2
  • III. FORM: SAMPLE DEBT COLLECTION HOURLY FEE AGREEMENT §6.3

7

Elder Law Litigation—Sample Fee Agreement

  • I. SCOPE OF CHAPTER §7.1
  • II. FORM: SAMPLE FEE AGREEMENT FOR LITIGATION AGAINST HEALTH CARE FACILITY §7.2

8

Estate Planning—Sample Fee Agreement

  • I. SCOPE OF CHAPTER §8.1
  • II. FORM: SAMPLE INITIAL FEE AGREEMENT FOR ESTATE PLAN FOR USE WITH MARRIED COUPLE §8.2

9

Limited Scope Representation—Sample Fee Agreements and Checklists

  • I. SCOPE OF CHAPTER §9.1
  • II. LIMITED SCOPE REPRESENTATION
    • A. Dividing Tasks or Issues Between Attorney and Client §9.2
    • B. Recognizing Legal and Ethical Responsibilities §9.3
  • III. SAMPLE FORMS: FAMILY LAW MATTERS
    • A. Form: Sample Fee Agreement—Single Consultation Agreement §9.4
    • B. Form: Sample Fee Agreement—Consultation Agreement §9.5
    • C. Form: Sample Fee Agreement—Ongoing Consultation Agreement §9.6
    • D. Form: Sample Fee Agreement—Court Appearance §9.7
    • E. Form: Sample Change in Scope Letter §9.8
    • F. Checklist: Tasks to Be Apportioned (Use as Attachment to Limited Scope Fee Agreement) §9.9
    • G. Checklist: Issues to Be Apportioned (Use as Attachment to Limited Scope Fee Agreement) §9.10
  • IV. SAMPLE FORMS: GENERAL CIVIL MATTERS
    • A. Form: Sample Fee Agreement—Single Consultation Agreement §9.11
    • B. Form: Sample Fee Agreement—Consulting Services Agreement §9.12
    • C. Form: Sample Fee Agreement—Ongoing Consulting Agreement §9.13
    • D. Form: Sample Fee Agreement—Limited Representation Including Court Appearance §9.14
    • E. Form: Sample Change in Scope Letter §9.15
    • F. Checklist: Tasks to Be Apportioned (Use as Attachment to Limited Scope Fee Agreement) §9.16
    • G. Checklist: Tickler (Keep on Top of File) §9.17

10

Marital Dissolution—Sample Fee Agreements

  • I. SCOPE OF CHAPTER §10.1
  • II. FORM: SAMPLE ATTORNEY FEE AGREEMENT—LETTER STYLE §10.2
  • III. FORM: SAMPLE FEE AGREEMENT FOR SERVICES WITH CLIENT ENGAGED IN MEDIATION OF DISSOLUTION ISSUES §10.3
  • IV. FORM: SAMPLE FEE AGREEMENT FOR PROVISION OF MEDIATION SERVICES §10.4

11

Medical Malpractice—Sample Fee Agreement

  • I. SCOPE OF CHAPTER §11.1
  • II. FORM: SAMPLE CONTINGENT FEE AGREEMENT FOR MEDICAL MALPRACTICE ACTION §11.2

12

Personal Injury—Sample Fee Agreement and Health Care Provider Lien Agreement

  • I. SCOPE OF CHAPTER §12.1
  • II. FORM: SAMPLE CONTINGENT FEE AGREEMENT §12.2
  • III. FORM: SAMPLE HEALTH CARE PROVIDER-PATIENT-ATTORNEY LIEN AGREEMENT §12.3

13

Probate—Sample Fee Agreements

  • I. SCOPE OF CHAPTER §13.1
  • II. FORM: SAMPLE PROBATE FEE AGREEMENT §13.2
  • III. FORM: SAMPLE VARIABLE CONTINGENT FEE AGREEMENT—WILL AND TRUST CONTEST §13.3

14

Unlawful Detainer—Sample Fee Agreement

  • I. SCOPE OF CHAPTER §14.1
  • II. FORM: SAMPLE UNLAWFUL DETAINER FEE AGREEMENT—PRIVATE PRACTITIONER §14.2

15

Wrongful Termination—Sample Fee Agreement

  • I. SCOPE OF CHAPTER §15.1
  • II. FORM: SAMPLE ATTORNEY FEE AGREEMENT §15.2

16

Completion of Representation Letter and Nonengagement Letter

  • I. SCOPE OF CHAPTER §16.1
  • II. FORM: SAMPLE COMPLETION OF REPRESENTATION LETTER §16.2
  • III. FORM: SAMPLE NONENGAGEMENT LETTER §16.3

17

Statutes and Rules

  • I. SCOPE OF CHAPTER §17.1
  • II. FEE AGREEMENTS STATUTES (Bus & P C §§6146–6149.5)
    • A. Bus & P C §6146 §17.2
    • B. Bus & P C §6147 §17.3
    • C. Bus & P C §6147.5 §17.4
    • D. Bus & P C §6148 §17.5
    • E. Bus & P C §6149 §17.6
    • F. Bus & P C §6149.5 §17.7
  • III. FEE ARBITRATION STATUTES (BUS & P C §§6200–6206)
    • A. Bus & P C §6200 §17.8
    • B. Bus & P C §6201 §17.9
    • C. Bus & P C §6202 §17.10
    • D. Bus & P C §6203 §17.11
    • E. Bus & P C §6204 §17.12
    • F. Bus & P C §6204.5 §17.13
    • G. Bus & P C §6206 §17.14
  • IV. SELECTED CALIFORNIA RULES OF PROFESSIONAL CONDUCT
    • A. Rule 1.4. Communication With Clients §17.14A
    • B. Rule 1.4.1. Communication of Settlement Offers §17.15
    • C. Rule 1.4.2. Disclosure of Professional Liability Insurance §17.16
    • D. Rule 1.5. Fees for Legal Services §17.17
    • E. Rule 1.5.1. Fee Divisions Among Lawyers §17.18
    • F. Rule 1.7. Conflict of Interest: Current Clients §17.19
    • G. Rule 1.8.1. Business Transactions With a Client and Pecuniary Interests Adverse to the Client §17.20
    • H. Rule 1.8.5. Payment of Personal or Business Expenses Incurred by or for a Client §17.21
    • I. Rule 1.8.6. Compensation From One Other Than Client §17.22
    • J. Rule 1.8.8. Limiting Liability to Client §17.23
    • K. Rule 1.9. Duties to Former Clients §17.24
    • L. Rule 1.15. Safekeeping Funds and Property of Clients and Other Persons §17.25
    • M. Rule 1.16. Declining or Terminating Representation §17.26
    • N. Rule 5.4. Financial and Similar Arrangements With Nonlawyers §17.26A
  • V. SAMPLE FORMS AVAILABLE FROM THE STATE BAR §17.27

FEE AGREEMENT FORMS MANUAL

(2d ed Cal CEB 2007)

October 2019

 

TABLE OF CONTENTS

 

File Name

Book Section

Title

CH01

Chapter 1

Fee Agreement—Sample Provisions And Commentary

01-015

§1.15

Identification of Parties

01-016

§1.16

Payment of Attorney Fees by Third Party in Noncontingent Fee Matter

01-017

§1.17

Retention of Law Firm Rather Than Particular Attorney

01-018

§1.18

Delegation of Attorney Services

01-019

§1.19

Authorized Representative of Client

01-020

§1.20

Legal Services to Be Provided

01-021

§1.21

Legal Services Specifically Excluded

01-022

§1.22

Responsibilities of Attorney and Client

01-023

§1.23

Hourly Fee

01-024

§1.24

Additional Fee Based on Results

01-025

§1.25

Fixed Fee

01-026

§1.26

Contingent Fee

01-027

§1.27

Division of Attorney Fees

01-028

§1.28

When Agreement Provides Hourly or Fixed Fee

01-029

§1.29

When Agreement Provides Contingent Fee

01-030

§1.30

Deposit for Fees and/or Costs

01-031

§1.31

Additional Deposits

01-032

§1.32

Retainer Provision

01-033

§1.33

Statements and Payments

01-034

§1.34

Multiple Clients: Confidentiality and Conflict

01-035

§1.35

Representation of Adverse Interests

01-036

§1.36

Payment of Attorney Fees Under Fee-Shifting Statute, Agreement, or Court Order

01-037

§1.37

Settlement

01-038

§1.38

Attorney’s Lien

01-039

§1.39

Discharge of Attorney

01-040

§1.40

Withdrawal of Attorney

01-041

§1.41

Release, Retention, and Disposition of Client’s Papers and Property

01-042

§1.42

Disclaimer of Guaranty

01-043

§1.43

Entire Agreement

01-044

§1.44

Severability in Event of Partial Invalidity

01-045

§1.45

Modification by Subsequent Agreement

01-046

§1.46

Client May Elect Fee Arbitration

01-047

§1.47

Mandatory Nonbinding Fee Arbitration Through State or Local Bar

01-048

§1.48

Agreement to Arbitrate Malpractice Dispute

01-049

§1.49

Agreement to Arbitrate All Disputes (Including Fee and Malpractice Disputes)

01-050

§1.50

Agreement to Mediate Dispute

01-051

§1.51

Attorney Fees and Costs in Action on Agreement

01-051A

§1.51A

Professional Liability Insurance Disclosure

01-052

§1.52

Governing Law

01-053

§1.53

Effective Date of Agreement

01-054

§1.54

Signatures and Dates

CH02

Chapter 2

Business Law—Sample Fee Agreements And Conflicts Letter

02-002

§2.2

Sample Fee Agreement for Corporate Legal Services

02-003

§2.3

Sample Fee Agreement for Forming a California Limited Liability Corporation

02-004

§2.4

Sample Fee Agreement for Forming a California Corporation

02-005

§2.5

Sample Conflicts Letter and Written Consent

CH03

Chapter 3

Civil Litigation—Sample Fee Agreement And Consent To Fee-Splitting

03-002

§3.2

Sample Fee Agreement Based on Hourly Rate for Civil Litigation

03-003

§3.3

Sample Disclosure and Consent on Fee-Splitting

CH04

Chapter 4

Consumer Chapter 7 Bankruptcy—Sample Fee Agreement With Exhibits

04-002

§4.2

Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case

04-003

§4.3

Exhibit A to Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case

04-004

§4.4

Exhibit B to Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case

04-005

§4.5

Exhibit C to Sample Fee Agreement for Legal Services in Chapter 7 Bankruptcy Case

CH05

Chapter 5

Criminal Defense—Sample Fee Agreement And Substitution Of Counsel Letter

05-002

§5.2

Sample Criminal Defense Legal Fee Agreement

05-003

§5.3

Sample Letter Notifying Defense Counsel of Substitution of Counsel and Authorizing Release of Information

CH06

Chapter 6

Debt Collection—Sample Fee Agreements

06-002

§6.2

Sample Debt Collection Contingent Fee Agreement With Noncontingent Retainer

06-003

§6.3

Sample Debt Collection Hourly Fee Agreement

CH07

Chapter 7

Elder Law Litigation—Sample Fee Agreement

07-002

§7.2

Sample Fee Agreement for Litigation Against Health Care Facility

CH08

Chapter 8

Estate Planning—Sample Fee Agreement

08-002

§8.2

Sample Initial Fee Agreement for Estate Plan for Use with Married Couple

CH09

Chapter 9

Limited Scope Representation—Sample Fee Agreements And Checklists

09-004

§9.4

Sample Fee Agreement—Single Consultation Agreement

09-005

§9.5

Sample Fee Agreement—Consultation Agreement

09-006

§9.6

Sample Fee Agreement—Ongoing Consultation Agreement

09-007

§9.7

Sample Fee Agreement—Court Appearance

09-008

§9.8

Sample Change in Scope Letter

09-009

§9.9

Checklist: Tasks to Be Apportioned (Use as Attachment to Limited Scope Fee Agreement)

09-010

§9.10

Checklist: Issues to Be Apportioned (Use as Attachment to Limited Scope Fee Agreement)

09-014

§9.14

Sample Fee Agreement—Limited Representation Including Court Appearance

CH10

Chapter 10

Marital Dissolution—Sample Fee Agreements

10-002

§10.2

Sample Attorney Fee Agreement—Letter Style

10-003

§10.3

Sample Fee Agreement for Services with Client Engaged in Mediation of Dissolution Issues

10-004

§10.4

Sample Fee Agreement for Provision of Mediation Services

CH11

Chapter 11

Medical Malpractice—Sample Fee Agreement

11-002

§11.2

Sample Contingent Fee Agreement for Medical Malpractice Action

CH12

Chapter 12

Personal Injury—Sample Fee Agreement And Health Care Provider Lien Agreement

12-002

§12.2

Sample Contingent Fee Agreement

12-003

§12.3

Sample Health Care Provider-Patient-Attorney Lien Agreement

CH13

Chapter 13

Probate—Sample Fee Agreements

13-002

§13.2

Sample Probate Fee Agreement

13-003

§13.3

Sample Variable Contingent Fee Agreement—Will and Trust Contest

CH14

Chapter 14

Unlawful Detainer—Sample Fee Agreement

14-002

§14.2

Sample Unlawful Detainer Fee Agreement—Private Practitioner

CH15

Chapter 15

Wrongful Termination—Sample Fee Agreement

15-002

§15.2

Sample Attorney Fee Agreement

CH16

Chapter 16

Completion Of Representation Letter And Nonengagement Letter

16-002

§16.2

Sample Completion of Representation Letter

16-003

§16.3

Sample Nonengagement Letter

 

Selected Developments

November 2021 Update

We updated all citations and fee agreements in this book and added developments as relevant. The most important developments follow.

Fixed or flat fee. Under Cal Rules of Prof Cond 1.16(e)(2), upon termination of representation, the lawyer must promptly refund any part of a fee or expense paid in advance that the lawyer has not earned or incurred. This may include a portion of a flat fee. It is wise to include in any flat fee agreement a discussion of how the refund will be calculated if the representation is terminated prior to the entire scope of work being performed. See §1.4.

Ethics hotline. Attorneys should also be aware that the State Bar maintains an “Ethics Hotline” (1–800–238–4427) (1–800–2ETHICS), and an online research assistance request form (https://apps.calbar.ca.gov/forms/EthicsHotline). See §1.9.

Contingent fees and public entities. In City of Norco v Mugar (2020) 59 CA5th 786, the appellate court upheld a fee arrangement between the city and its outside counsel, and affirmed the trial court’s finding that the city was entitled to attorney fees pursuant to Health & S C §17980.7(c)(11), holding that defendant had failed to demonstrate any violation of his First Amendment or due process rights. The court distinguished Clancy and Santa Clara, stating that special requirements for contingency arrangements in civil public nuisance actions were not warranted, as outside counsel was not hired on a contingency basis (but a fixed hourly fee) and had no interest in the outcome of the litigation. See §1.26.

Client’s possible liability for other parties’ costs. In practice areas where cost or fee-shifting is common, the attorney should be particularly careful to document and discuss the possibility the client may be required to pay fees and/or costs to other parties (and that paying such costs will be entirely the client’s responsibility). Written disclosure of this possibility is very helpful if the attorney is ever in a defensive position on this issue, such as in the event of a State Bar complaint. See §1.28.

Services performed before agreement’s effective date. In some instances, a client’s matter may require immediate attention, and a fee agreement that is effective immediately may be signed at the initial meeting. It may be appropriate at that time for the attorney to plan to accept a deposit for fees into the attorney’s trust account, whether by check or electronic payment method. See §1.53.

About the Consulting Editors

MERRI A. BALDWIN is a shareholder in the San Francisco office of Rogers Joseph O'Donnell. Her practice focuses on attorney liability and commercial litigation. She handles claims of legal malpractice and breach of fiduciary duty, as well as motions to disqualify and for sanctions. She regularly counsels lawyers and law firms on legal ethics and law practice management issues. She represents attorneys in disciplinary proceedings before the State Bar of California, and has extensive experience handling attorney-client fee disputes. Ms. Baldwin is the former chair and special advisor of the State Bar of California Committee on Professional Responsibility and Conduct. She is a co-chair of the Legal Malpractice subcommittee for the American Bar Association Litigation Section Committee on Professional Services Litigation. Ms. Baldwin served as the President of the Bar Association of San Francisco for 2017. Ms. Baldwin frequently lectures to attorneys and professional organizations on issues related to litigation, legal malpractice, and ethics, and she is an adjunct professor at the University of California, Berkeley, School of Law, where she teaches professional responsibility. Ms. Baldwin co-edited The Law of Lawyers' Liability (2012) and since 2006 she has served as a consulting editor for the Fee Agreement Forms Manual, published by Continuing Education of the Bar, California. She is certified as a specialist in Legal Malpractice law by the California Boards of Legal Specialization and is a Fellow of the American Bar Association Foundation. Prior to law school, Ms. Baldwin was a Fulbright Scholar at the London School of Economics. Ms. Baldwin received her J.D. from the University of California, Berkeley, School of Law, and graduated magna cum laude from Smith College.

DEMETRIOS DIMITRIOU, now retired, was of counsel at Dimitriou & Associates, PC, a San Francisco firm. He had a statewide practice acting as counsel to attorneys who were starting, moving, selling, or terminating practice. He advised attorneys on documentation, attorney fee, professional liability, ethical, and practice management issues. He serves as an ethics expert witness. He is a member and past Chair of the Bar Association of San Francisco Ethics Committee and a member and past Chair of the Association's Law Practice Management Section Executive Committee. He has also served on the California State Bar Ethics Committee and the Executive Committee of its Law Practice Management Section and the American Bar Association Law Practice Management Section Council. Mr. Dimitriou lectures nationally and has written extensively on ethics and law practice management issues. He received his J.D. from the University of California, Hastings College of the Law, in 1959, and his B.A. from the University of California, Berkeley, in 1954.

M. SUE TALIA (Chap 9: Limited Scope Representation) is a certified family law specialist in Danville. Ms. Talia has specialized in complex family law matters since commencing practice in 1977. Since 1997, Ms. Talia has limited her practice to PAGE xiiprivate judging in complex family law. She devotes a considerable amount of time to writing and legal reform activities. Ms. Talia served as the Chair of the Limited Scope Representation Committee of the California Commission on Access to Justice and has served on numerous committees and groups dedicated to increasing access to the courts. She has developed a training program for attorneys who wish to safely unbundle their practices and offer limited scope representation as part of their professional service. She is a frequent author and speaker on issues relating to limited scope representation. Ms. Talia received her J.D. from the University of California, Hastings College of the Law, in 1977, her M.A. from Stanford University in 1974, and her B.A. summa cum laude from Santa Clara University in 1971.

ROBERT W. WOOD (Tax Issues) practices tax law in San Francisco with Wood LLP. Mr. Wood is a member of the California, New York, District of Columbia, Montana, Texas, Washington, Wyoming, and Arizona bars. He is certified as a Specialist in Taxation, former Chair of the Taxation Law Specialization Commission, and former Vice Chair of the Executive Committee of the California State Bar Tax Section. A central part of Mr. Wood's national practice is advising lawyers, accountants, and litigants concerning the tax aspects of litigation payments and recoveries, and appropriate tax planning and documentation of settlement agreements. He also regularly represents taxpayers before the IRS and the courts. In addition to more than 30 other tax books, he is the author of Taxation of Damage Awards and Settlement Payments (4th ed 2009), Qualified Settlement Funds and Section 468B (2009), and Legal Guide to Independent Contractor Status (5th ed 2010), as well as hundreds of articles dealing with the tax treatment of litigation recoveries. He speaks nationally on this topic to accountants, lawyers, and businesspeople. Mr. Wood received his J.D. in 1979 from the University of Chicago Law School and his A.B. summa cum laude in 1976 from Humboldt State University.

MEGAN ZAVIEH focuses her practice on attorney ethics; representing attorneys facing State Bar disciplinary action; providing guidance to practicing attorneys; podcasting; speaking to lawyers at industry conferences; and writing extensively for online and print publications. After a clerkship with the Honorable Evan J. Wallach of the United States Court of International Trade and practicing litigation for several large firms in New York, Ms. Zavieh transitioned to supporting other lawyers. Ms. Zavieh created The Playbook: The California Bar Discipline System Practice Guide, a digital product for self-represented attorneys facing discipline. She is an advocate for reforming legal ethics rules to bring them in line with modern business practices. Ms. Zavieh is the former Chair of the Solo and Small Firm Section of the State Bar of California (now California Lawyers Association). Ms. Zavieh received her J.D. (Order of the Coif) in 1999 from the University of California, Berkeley, School of Law and her B.A. in 1996 from Humboldt State University.

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