Business Management and Corporate Representation

• Represented major New York City based law firm in restructuring its Shareholders Agreement and other governing documents.
• Represented major New York City based law firm in connection with $25 million credit facility.
• Successfully negotiated agreement under which senior partner of a law firm transitioned to semi-retirement.
• Negotiated settlement with legal malpractice insurance carrier over claim payment.
• Advised law firm in connection with multi-year office lease.
• Advised law firm in connection with separation of a practice group.

Legal Ethics and General Counsel Representation

• Acted as outside ethics compliance counsel for New York and multi-state firms opening New York offices.
• Acted as outside ethics counsel on legal ethics and professional responsibility matters for New York law firms.
• Advised firms and lawyers on ethics matters arising from law firm mergers, buy-outs, break-ups and partner disputes.
• Advised in-house lawyers of a company regarding ethics issues in contract negotations.
• Counseled lawyers on professional discipline charges and investigations.
• Counseled firms on ethics matters relating to proposed business ventures.
• Conducted inspection of firm websites and marketing materials for compliance with attorney advertising rules.
• Counseled a mid-size law firm on unique ethics issues relating to law firm partnership agreement provisions.
• Drafted law firm separation agreements for boutique law practices.
• Represented lateral lawyers on ethical duties relating to law firm departures and other transition-related matters.
• Counseled mid-size law firms on conflicts of interest, engagement letters and attorney advertising rules.
• Advised start-up practices on ethics, professional responsibility and risk management protocols.
• Counseled law firms on cutting edge law practice structures and arrangements, including virtual law offices using cloud technology to deliver on-line legal services.
• Advised firms and lawyers on handling escrow accounts.
• Conducted ethics audits for mid-size and boutique law firms to identify and address gaps in ethical compliance.
• Developed law firm ethics manuals with key policies on confidentiality of client data, conflicts checking, e-mail and the Internet, computer security and social media.