Ethics

Avoiding Bad Good-Byes

Ethical and Practical Tips for Ending a
Client Relationship or Law Practice

This panel will address the many thorny ethical issues that arise when a lawyer ends his or her relationship with a client, including how to ethically withdraw from a representation and what steps a lawyer must take to protect both clients and him or herself when departing a law firm. It also will explore issues relating to the winding down of a practice or law firm, and how a lawyer can assist a colleague during or after an unexpected illness or death.

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Michael Shklovsky
Moderator
Anderson Zeigler
Santa Rosa, California

Mr. Shklovsky is a seasoned trial attorney with extensive experience in all facets of civil litigation, and a Director at Anderson Zeigler. His practice focuses on representing both plaintiffs and defendants in business, employment, real estate and intellectual property disputes. Mr. Shklovsky has successfully obtained verdicts in both jury and bench trials, and has prevailed in mediation and arbitration. He has also authored several writ petitions and appeals.

Mr. Shklovsky is actively involved in the Bay Area legal community. He regularly teaches MCLE classes on the mechanics of civil litigation and related subjects. Starting in 2014, Mr. Shklovsky has served for three years as the Chair of the Alameda County Bar Association’s Trial Practice Section. He is also the Editor-in-Chief of the Section’s Newsletter. Mr. Shklovsky also served on the Civil Bench Bar Section the Education Committee of the Sonoma County Bar Association. In October of 2016, Mr. Shklovsky was appointed to the Business Litigation Committee of the Business Law Section of the California State Bar Association. He frequently represents indigent clients on a pro bono or reduced fee basis. Mr. Shklovsky was recognized as a Northern California Rising Star in Business Litigation by the Super Lawyers Magazine in 2015, 2016 and 2017.

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Merri A. Baldwin
Rogers Joseph O’Donnell
San Francisco, California

Merri Baldwin is a shareholder at Rogers Joseph O’Donnell in San Francisco, where her practice focuses on attorney liability and commercial litigation. She handles claims of legal malpractice and breach of fiduciary duty, as well as motions to disqualify and for sanctions. She regularly counsels lawyers and law firms on legal ethics and law practice management issues. She represents attorneys in disciplinary matters before the State Bar of California, and has extensive experience handling attorney-client fee disputes. Ms. Baldwin is a past chair of the State Bar of California Committee on Professional Responsibility and Conduct. She is a co-chair of the Legal Malpractice subcommittee for the American Bar Association Litigation Section Committee on Professional Services Litigation. Ms. Baldwin served as the President of the Bar Association of San Francisco for 2017. Ms. Baldwin frequently lectures to attorneys and professional organizations on issues related to litigation, legal malpractice and ethics issues, and she is a lecturer at the University of California at Berkeley School of Law, where she teaches professional responsibility. Ms. Baldwin co-edited The Law of Lawyers’ Liability (ABA/First Chair Press 2012) and has served as a consulting editor for the Attorney Fee Agreement Forms Manual, published by Continuing Education of the Bar, California. Prior to law school, Ms. Baldwin was a Fulbright Scholar at the London School of Economics.

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Alison P. Buchanan
Hoge, Fenton, Jones & Appel, Inc
San Jose, California

Ms. Buchanan is a Certified Specialist in Legal Malpractice Law as certified by the State Bar of California Board of Legal Specialization and Shareholder in Hoge • Fenton’s Silicon Valley office, where she focuses her practice on business litigation. In addition to her legal malpractice work, Ms. Buchanan represents clients in complex business disputes, including contract, fraud, misappropriation of trade secrets, and unfair competition claims. She has significant trial experience and is a sought-after speaker on attorney ethics.

Ms. Buchanan was named a “Northern California Super Lawyer” for 2017, 2016, 2015, 2014 and 2013, as chosen by her peers and through the independent research of Law & Politics and San Francisco Magazine. She was named a Northern California “Rising Star” in 2012.

Ms. Buchanan received her J.D. from Chicago-Kent College of Law (Illinois Institute of Technology), with honors, and her B.A. in Criminology, Law & Society from the University of California, Irvine.

Date: Monday, January 29, 2018

Time: Check-In: 2:45 pm; Presentation: 3:00—5:00 pm

Presenter(s):
Michael Shklovsky, Moderator, Anderson Zeigler
Merri A. Baldwin, Rogers Joseph O’Donnell
Alison P. Buchanan, Hoge, Fenton, Jones & Appel, Inc

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.
Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Please do not park in the parking lot at 111 Santa Rosa Avenue

Registration Fee: $80–SCBA Members; $95–Public

MCLE: 2.0 Units Participatory Credit in Legal Ethics

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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