Regulation and Discipline Committee
Notice and Agenda
Thursday, July 21, 2016
10:00 a.m. - 1:00 p.m.
The State Bar of California
845 South Figueroa Street
Board Room, 2nd Floor
Los Angeles, CA 90017-2515
(213) 765-1000

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Dag MacLeod at (415) 538-2102 or Chair, Miriam Krinsky at (415) 538-2170. Committee members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item/s from the consent agenda.

The order of business is approximate and subject to change.
Open Session

I. Chair's Report
Call For Public Comment
Oral Report (Krinsky) (10 minutes)
II. Consent
A. Status Report from Professional Competence
II. Consent
2A - Professional Competence Status Report
B. Status Report from State Bar Court
II. Consent
2B - State Bar Court Status Report
Attachments:
2B - State Bar Court Statistics 12B - State Bar Court Statistics 2
C. Status Report from Client Security Fund
II. Consent
2C - Client Security Fund Status Report
Attachments:
2C - Client Security Fund Statistics 12C - Client Security Fund Statistics 2
D. Status Report from Office of Probation
II. Consent
2D - Office of Probation Status Report
E. Status Report from Mandatory Fee Arbitration
II. Consent
2E - Mandatory Fee Arbitration Status Report
F. Status Report from Lawyer Assistance Program
II. Consent
2F - Lawyers' Assistance Program Status Report
III. Business
A. Status Report from OCTC (Dresser) (10 minutes) Statistical Reports UPL Protocol Implementation
III. Business
Status Report from OCTC
B. Update Regarding Takeaways from Review of Selected UPL Case Processing and Law Enforcement Referrals (J. Fox/J. Lee) (10 minutes)
C. Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure [July 122] (Dresser) (10 minutes)
III. Business
3A - Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure
Attachments:
3A - Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure3A - Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure3A -Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure3A - Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure3A - Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure3A - Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure3A - Proposed Amendment to Rule 5.441 (A) of the Rules of Procedure
D. Workforce Planning Updates (Wilson) (20 minutes)

  1. Working Group Progress and Focus
  2. Update on Prevention/Diversion Discussion
E. Rule of Procedure 2302 (Disclosure of Information) - Request to Release for Public Comment (Holton/Retana) (15 minutes)
III. Business
3E - Rule of Procedure 2302 (Disclosure of Information)
Attachments:
3E - Rule of Procedure 2302 (Disclosure of Information)3E - Rule of Procedure 2302 (Disclosure of Information)3E - Rule of Procedure 2302 (Disclosure of Information)
F. Rule of Procedure 2201 Proposed Modifications - Request for Adoption Following Public Comment [July 121] (Holton/Torres-Gil) (15 minutes)
III. Business
III_F_Rule_of_Procedure_2201_0716
Attachments:
III_F_Rule2201_0716-AttA-CurrentRule2201III_F_Rule2201_0716-AttB_ProposedModifications_RedlinedIII_F_Rule2201_0716-AttC_ProposedModifications_Clean
G. Rule 2201 Conflict Matters (Holton/Difuntorum) (20 minutes)
H. Expungement of Attorney Complaints and Discipline Matters (Retana) (20 minutes)
III. Business
3H - Expungement of Attorney Complaints and Discipline Matters
Attachments:
3H - Expungement of Attorney Complaints and Discipline Matters
I. Client Trust Account Survey Report and Recommendations for Education and Outreach (Difuntorum) (15 minutes)
III. Business
3I - Client Trust Account Survey Report and Recommendations
J. Proposed Formal COPRAC Ethics Opinion Interim No. 13-0005 - Disclosure of Publicly Available Confidential Information (Tuft) (10 minutes)
III. Business
3J - COPRAC Ethics Opinion
Attachments:
3J - COPRAC Ethnics Opinion (Attachment)
K. Update from the Annual Discipline Report Working Group (MacLeod) (10 minutes)
Closed Session

I. Consent
None
II. Business
A. Rule of Procedure 2201. Status of Pending Investigations (Holton) (15minutes)
*Closed pursuant to Business and Professions Code § 6026.5 (a)(1) and Government Code § 11126 (e)(1).

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Carol Madeja at (213) 765-1329. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

The notice and agenda is available at Meetings: Board of Trustees.