MEDIA CONTACT:  Diane Curtis    415-538-2028

San Francisco, November 16, 2009 — After nine years of work by its Rules Revision Commission, the State Bar Board of Governors has approved 35 revisions of the California Rules of Professional Conduct on issues ranging from lawyers as third-party neutrals and fees to communication with a represented person and competence. For easier reference, the numbering of all the new rules are changed to conform to the numbering system and subject area of the ABA Model Rules of Professional Conduct. At its November meeting, the Board of Governors approved rule revisions that:

  • Require an attorney serving as a third-party neutral to explain the difference between an advocate and third-party neutral to someone unlikely to be aware of the distinction. (Rule 2.4)
  • Retain California's current standard prohibiting, for disciplinary purposes, an "unconscionable fee." The commission had been considering adopting the ABA's standard that prohibits an "unreasonable fee." (Rule 1.5)
  • Follow the ABA Model Rule that expands ex parte communication to include all represented "persons." The current rule applies only to a represented "party." (Rule 4.2)
  • State that a lawyer shall not intentionally, recklessly or repeatedly fail to perform legal services with competence. The rule defines competence in any legal service as applying the diligence, learning, skill and mental, emotional and physical ability reasonably necessary for the performance of such service. (Rule 1.1)

Proposed rules dealing with sex with a client and conflicts of interest were referred back to the commission for further work. Proposed rules on reporting the egregious behavior of another attorney and business transactions and adverse interests were tabled until the January meeting for further discussion.

The work is now moving along," said State Bar President Howard Miller, "and the timetable on the rules revision calls for completion of the redrafting and renumbering during the summer of 2010 and then submitting the rules to the California Supreme Court, which has final authority for their adoption."

Founded in 1927 by the legislature, the State Bar of California is an administrative arm of the California Supreme Court, serving the public and seeking to improve the justice system for more than 80 years. All lawyers practicing law in California must be members of the State Bar. By November 2009, membership reached more than 222,000.