Task Force on Access Through Innovation of Legal Services (ATILS) - Subcommittee on Alternative Business Structures/Multi-Disciplinary Practices
Notice and Agenda
Monday, April 29, 2019
10:30 a.m. -
The State Bar of California
180 Howard Street
Board Room, 4th Floor
San Francisco, CA 94105

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Randall Difuntorum at 415-538-2161 or Chair, Andrew Arruda at 415-538-2116. 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: Jean Clauson, Bridget Gramme, Joanna Mendoza, Mark Tuft, Angelina Valverde.
The order of business is approximate and subject to change.

To Join by Conference Call
Toll-Free Dial-In Number: 1-855-520-7605
Conference Code: 253-541-0212#

Additional Locations
280 Valley View Road, Waterbury Center, VT 05677

Open Session

A. Chair's Report
1. Roll Call
2. Call for Public Comment
3. Chair's Report
4. Staff Report
5. Approval of Action Summary from the April 8, 2019 Meeting
A. Chair's Report
A.5. April 8, 2019 ABS-MDP Action Summary
B. Discussion and Potential Action
1. Definition of Alternative Business Structures/Multi-Disciplinary Practice including entity regulation and other possible reforms
B. Discussion and Potential Action
B.1. Definition of Alternative Business Structures/Multi-Disciplinary Practice including entity regulation and other possible reforms
Attachments:
ATT1 - Tuft Memo on Alternative Business Structures
2. Non-lawyer ownership of entities that provide legal services
B. Discussion and Potential Action
B.2. Non-Lawyer Ownership - ABS Comparative Tables
3. Law firm discipline model for accountability of non-lawyer entities
B. Discussion and Potential Action
B.3. ATILS - ABS MDP Subcommittee - Report w-attachments
4. Law and types of legal services in which access to justice is most needed
5. Source of funding for the implementation of ABS systems
6. Potential success criteria of ABS systems in meeting access to justice needs
7. Proposal for a regulatory sandbox, pilot program, or other methods for evaluating possible regulatory reforms
8. Criteria for non-lawyer entities to be eligible for certification
Closed Session

None*

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Angela Marlaud at (415) 538-2116. 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