The Ethics of Virtual Law Practices and Multi-Jurisdictional Lawyering
Recently, I had the privilege of serving on a panel at the American Bar Association’s Law Practice Division continuing legal education program on the ethics of virtual and multi-jurisdictional lawyering in Santa Fe, New Mexico. The program was co-sponsored by the State Bar of New Mexico, and took place on May 18, 2018 at the Inn and Spa at Loretto.
Moderated by Albuquerque-based practitioner Charles Gurd, panelists included fellow Philadelphia area attorney Dan Siegel, and Charity Anastasio, Associate Practice Management Advisor at the American Immigration Lawyers Association. It struck me that the audience interest, interaction and participation were greater than in the vast majority of CLEs that I teach. These two intertwining and overlapping issues—virtual law practices and multi-state jurisdictional issues—go hand in hand, and often create as many questions as answers.
When I’m driving down I-95 and leave New Jersey to cross into Delaware, I know it. When I then cross from Delaware into Maryland, I know it as well. I also know that if I’m caught speeding in Delaware, the only police I need to worry about are the ones with Delaware on the side panels. Of course, reciprocity when it comes to fines and points are sometimes blurry, but not nearly as confusing as crossing state lines in your law practice, typically on the Internet. However, as many of the CLE audience opined, most lawyers today have practices that are not confined to one or two states.




When ALI CLE asked me to present an ethics CLE on lawyer advertising, I hesitated. After all, I’ve been teaching this course across the country for more than 20 years. But the timing was right. There were hot-button issues sitting on my desk, and the equally red-hot debate over making the first substantial changes to the Rules of Professional Conduct related to law firm marketing since Bates v Arizona in 1977. So I said yes.
In the March 2018 issue of the American Bar Association’s
Oh, remember the ‘80s? Alf, Madonna, Pee-Wee’s Playhouse, Garbage Pail Kids? I was in New Orleans to see Keith Smart’s last-second shot for Bobby Knight’s Indiana Hoosier over Syracuse in the NCAA Championship Game in 1987. I watched the Baltimore Orioles defeat the Philadelphia Phillies in the 1983 World Series (when the O’s still were more important to me than the Phillies). And I was at the Stanley Cup Finals between the Flyers and the Edmonton Oilers in 1985 and 1987. Those were just some of the games I attended in person. I worked in the Major Indoor Soccer League and the NHL during the 80s—attending hundreds of games. I remember the end of high school, my college years, first jobs, and the start of law school. Little did I (we) know at the time that those babies being born were—Millennials! And that—in the here and now—it would all be about them.

In a world where every law firm is (or says) they are “full-service,” comes this issue of 
When I wrote my marketing column for the November/December 2017 issue of the ABA’s Law Practice Magazine,