massachusetts board of bar overseers

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On April 21, 2020 and in light of the COVID-19 pandemic, the Board of Bar Overseers entered an order extending its original procedural order of March 16, 2020.

(ii) The adjusted bank statement balance, determined by adding outstanding deposits and other credits to the bank statement balance and subtracting outstanding checks and other debits from the bank statement balance. The deadline for submitting applications is October 31, 2020. BBO/OBC Privacy Policy. We will use this information to improve the site. (iii) For any account in which funds are held for more than one client matter, the total of all client matter balances, determined by listing each of the individual client matter records and the balance which appears in each record as of the reporting date, and calculating the total. For additional guidance please call the OBC Ethics Hotline as detailed in the, pandemic the Board of Bar Overseers, the Office of Bar Counsel and Attorney Registration are all currently closed to the public, but all entities remain open for business and are working remotely to accomplish their missions. Details are available at. Funds in the IOLTA account shall be subject to withdrawal upon request and without delay. A lawyer shall not disburse funds from the trust account that would create a negative balance with respect to any individual client. for a summary of the Report and its recommendations, and for a description of the SJC’s new Standing Committee.

In this challenging time the BBO and OBC seek to provide guidance to Massachusetts attorneys to allow an ethical response in a changing legal landscape.

(5) Every withdrawal from a trust account for the purpose of paying fees to a lawyer or reimbursing a lawyer for costs and expenses shall be payable to the lawyer or the lawyer’s law firm. Both orders are attached here. The notice must be acknowledged in writing by the bank and an executed copy retained for the lawyer’s own records. The Office of Bar Counsel and its Attorney and Consumer Assistance Program (ACAP) understand that the impact of the COVID-19 pandemic on the legal community means that clients are also affected. Narrow search by including the city or first name of the lawyer you are looking for. The initial annual registration statement and all later annual registration statements shall disclose whether the attorney is in good standing in each jurisdiction to which he or she is admitted, and, if not in good standing in any jurisdiction, it shall contain an explanation of the circumstances. The Supreme Judicial Court has announced that the Massachusetts Board of Bar Overseers recently named Rodney S. Dowell, Esq., as the Chief Bar Counsel, effective December 2, 2019. You can read the full announcement, A July 2019 SJC Steering Committee Report takes an in-depth look, for the first time, at the issue of lawyer well-being in Massachusetts. The Massachusetts Legal Assistance Corporation and other designated charitable entities shall receive IOLTA funds from the IOLTA Committee and distribute such funds for approved purposes. The Board shall publish annually a list of financial institutions which have signed agreements to comply with this Rule, and shall establish rules and procedures governing amendments to the list. As used in this paragraph, “family member” refers to those individuals specified in Rule 7.3(a)(3). Forms for notice to a bank when opening an individual (i.e., non-IOLTA) trust account may be obtained online from the website of the Board of Bar Overseers. For answers to the most common questions regarding BBO operations please read these FAQs. (c) Any attorney who fails to comply with this subsection may, upon petition filed by the bar counsel or the Board, be suspended from the practice of law until such time as the attorney complies. Records shall be preserved for a period of six years after termination of the representation and after distribution of the property.

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(a) Any attorney admitted to the practice of law in the Commonwealth who has assumed inactive status in accordance with Rule 4:02(4) but who wishes to provide pro bono publico legal services without compensation or expectation of compensation as described in Rule 6.1 of the Massachusetts Rules of Professional Conduct (S.J.C. The Board of Bar Examiners has posted the names of examinees who passed the February 2020 are listed on the Massachusetts Bar Exam Pass List.. February 2020 Statistics: A total of 429 examinees sat for the February 2020 bar examination, of whom 158 (36.9%) passed. Trust property other than funds shall be identified as such. [2A] Legal fees and expenses paid in advance that are to be applied as compensation for services subsequently rendered or for expenses subsequently incurred are trust property and are required by paragraphs (b)(1) and (b)(3) to be deposited to a trust account. There you will find a tab for FAQs about reinstatement. Pursuant to S.J.C. The Massachusetts Legal Assistance Corporation and other designated charitable entities shall submit an annual report to the court describing their IOLTA activities for the year and providing a statement of the application of IOLTA funds received pursuant to this Rule.

If there is risk that the client may divert the funds without paying the fee, the lawyer is not required to remit the portion from which the fee is to be paid. Find lawyers in the State of Massachusetts using the Massachusetts Board of Bar Overseers online directory. Such reports shall be made simultaneously with the notice of dishonor and within the time provided by law for such notice, if any. [5] The obligations of a lawyer under this Rule are independent of those arising from activity other than rendering legal services.

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To our clients and community:

The Law Office of Erika Luna is committed to maintaining our employees’ safety and well-being and helping our clients do the same.


While we are closely monitoring the impact of the Coronavirus on our community, we want you to know that our telephone lines are open, and our staff is available to discuss your current case or to consult you on a potential one. 

We are currently offering a contactless bankruptcy process so people can file from the comfort of their homes. The entire process can be completed online and over phone/zoom calls. Clients can sign all paperwork electronically and attend the 341a hearing by phone. 

To arrange any in-person meetings, please call us for an appointment per the firm’s availability. We are taking substantial precautions to meet and exceed the CDC’s and state government’s guidelines for maximum protection. Please also note that your case, whether current or new, can be entirely managed remotely.

We hope you and your loved ones are safe and healthy during these challenging times. Thank you.

The Law Office of Erika Luna

A nuestros clientes y comunidad:

Nuestra firma está comprometida a mantener la seguridad y el bienestar de nuestros empleados y a ayudar a nuestros clientes a hacer lo mismo.

Mientras estamos monitoreando de cerca el impacto que el Coronavirus está teniendo en nuestra comunidad, queremos que sepa que las líneas telefónicas de nuestra oficina están abiertas y que nuestro personal está disponible para hablar sobre su caso o consultar sobre un caso posible.

Actualmente estamos ofreciendo un proceso de bancarrota sin contacto para que las personas puedan declararse desde la comodidad de sus hogares. Todo el proceso se puede completar en línea y por teléfono / llamadas con zoom. Los clientes pueden firmar todos los documentos electrónicamente y asistir a la audiencia 341a por teléfono.

Llámenos para solicitar una cita según la disponibilidad de la empresa. Estamos tomando precauciones importantes con nuestra oficina para cumplir y superar las recomendaciones de la CDC y del gobierno estatal para la máxima protección. Tenga en cuenta también que su caso, ya sea actual o nuevo, se puede manejar por completo de forma remota.

Esperamos que usted y sus seres queridos estén seguros y saludables durante estos tiempos difíciles. Gracias.

La oficina legal de Erika Luna