Committee on Professional Responsibility & Conduct
Notice and Agenda
Friday, September 11, 2020
10:00 a.m. - 4:30 p.m.
Conference Call

The State Bar of California

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Andrew Tuft at 415-538-2172 or Chair, Stephen Bundy at 415-538-2000. 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.

Committee Members: Kenneth Bacon, Sarah Banola, Kendra Basner, David Carr, Justin Fields, Tobi Inlender, Adam Koss, Brandon Krueger, Amber Lee, Dena Roche, Marshall Whitney.
The order of business is approximate and subject to change.

Members of the public may access this meeting as follows:
Zoom Link: https://calbar.zoom.us/j/98225989948
Toll-Free Dial-In Number:1-669-900-9128
Meeting ID: 982-2598-9948

Open Session

A. Remarks From the Chair
1. Roll Call
2. Public Comment
3. Announcements
4. Staff Report
5. Approval of Open Session Action Summary from the July 24, 2020 Meeting
A. Remarks From the Chair
5 20-07-24 Meeting Action Summary
B. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
1. 13-0002 [re Attorney with a Vulnerable Client]
B. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
1. 13-0002 Attorney With A Vulnerable Client
2. 17-0003 [re Duty of Confidentiality to Prospective Client]
B. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
2. 17-0003 Duty of Confidentiality to Prospective Client
3. 19-0003 [re Improper Contract Provisions]
B. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
3. 19-0003 Improper Contract Provisions
4. 19-0004 [re Client File Release and Retention Duties]
B. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
4. 19-0004 Client File Release and Retention Duties
5. 20-0001 [re Lawyer as Expert Witness]
B. Discussion and Possible Approval of Draft Opinions Not Yet Released for Public Comment
5. 20-0001 Lawyer as Expert Witness5. 20-0001 Lawyer as Expert Witness
6. 20-0002 [re Succession Planning]
C. Discussion and Possible Approval of Arbitration Advisories Not Yet Released for Public Comment
1. 2020-0XB [re Arbitration Advisory on Costs]
C. Discussion and Possible Approval of Arbitration Advisories Not Yet Released for Public Comment
2020-0XB Arbitration Advisory on Costs
D. Oral Report on Opinions Currently Circulating for Public Comment
1. 14-0001 [re Colleague Impairment]
D. Oral Report on Opinions Currently Circulating for Public Comment
1. 14-0001 Colleague Impairment
E. Oral Report on Arbitration Advisory Currently Circulating for Public Comment
1. 2020-0XA [re Arbitration Advisory on Awards of Interests by Arbitrator]
E. Oral Report on Arbitration Advisory Currently Circulating for Public Comment
1. 2020-0XA AA on Awards of Interest by Arbitrator
F. Special Projects
1. Discussion of a Proposed Rule or Ethics Opinion Regarding Prohibitions on Elected Prosecutors from Seeking or Accepting Political or Financial Support from Law Enforcement Unions
F. Special Projects
1. DA Request
2. Proposed Amended California Rule of Professional Conduct 5.4 [Discussion of Public Comments Received and Recommendation of Revised Rule 5.4 to the Board of Trustees]
3. Outreach Working Group Report
Closed Session

None*

In compliance with the Americans with Disabilities Act, those requiring modifications or accommodations to observe and address this meeting should notify Lauren McCurdy at 415-538-2107. 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: http://board.calbar.ca.gov/Committees.aspx.