How to Become a Certified Law Clerk in California

Total Page:16

File Type:pdf, Size:1020Kb

How to Become a Certified Law Clerk in California How to Become a Certified Law Clerk in California Career & Professional Development Office The State Bar of California's Practical Training of Law Students (PTLS) program certifies law students to provide legal services under the supervision of an attorney. NOTE: Students interested in the PTLS program should read the Rules Governing the Practical Training of Law Students and all instructions for certification at the following website: www.calbar.ca.gov – click on Admissions Special Admissions Practical Training of Law Students An applicant intending to file a PTLS application must first be registered as a law student with the State Bar of California Office of Admissions. The cost to register is currently $119.00, but is subject to change. To apply for PTLS certification, new applicants must submit the following: 1. Student Application 2. Declaration by Supervising Attorney 3. Declaration by Dean of Law School 4. $55 non-refundable application fee, made payable to the State Bar of California All four items must be submitted together. Any documents received separately will be returned according to the instructions on The State Bar of California’s website. For additional assistance, send an email to [email protected] or call 415-538-2117. 350 Cedar Street, 2nd Floor │ San Diego, CA 92101 │ (619) 525 – 7087│www.cwsl.edu/career Courtney Miklusak, Esq., Assistant Dean Matthew Lab, Esq., Director, Access to Law Initiative (ALI) & Professional Development Jocelyn Salvatori, Esq., Associate Director – Noelle Dorman, Assistant Director, Projects & Employer Development – Drew Lautemann, Esq., Assistant Director, Pro Bono & Public Service Robin Lake, Esq., Graduate Career Advisor – Heidi Weaver, Esq., Career Advisor Efa Akutekha, Department Coordinator – Riley Davis, Administrative Assistant Revised August 2017 All of the mentioned forms and further information about becoming a certified law clerk can be found on the State Bar of California’s website: www.calbar.ca.gov. For additional assistance, send an email to [email protected] or call 415-538-2117. PLEASE NOTE: You will receive a reply by email (sent in care of your supervising attorney) within one month of the date the State Bar receives a complete and accurate application. If the application is not completed accurately, it will be returned to you. Retain a copy of your application and rules governing the PTLS program. Rule 9.42 - CA Rules of Court Certified Law Students – available to download online from website Credit Card form – available to download online from website Fee Information – available to download online from website Draft Consent form – available to download online from website Frequently Asked Questions 1. WHAT IS REQUIRED TO BECOME A CERTIFIED STUDENT? A student must have completed one full year of law school (270 hours) at an American Bar Association- (ABA) or State Bar of California-accredited law school or passed the First Year Law Student’s Exam (FYLSE). The student must also be enrolled in or have completed Evidence and Civil Procedure courses. 2. WHAT ACTIVITIES MAY A CERTIFIED STUDENT PERFORM? Under conditions outlined in the Rules Governing the Practical Training of Law Students, certified students may negotiate, give legal advice, appear at depositions, appear in litigation and other proceedings and appear in prosecution of lesser criminal offenses. 3. HOW LONG DOES IT TAKE TO PROCESS MY APPLICATION? Applications are processed on a first-come basis. Usually, the student and supervising attorney receive a response approximately three weeks after the State Bar's receipt of a complete application. 4. WHAT TITLE IS A CERTIFIED STUDENT ALLOWED TO USE? A certified student may only use the title 'Certified Student' for activities performed under the PTLS program. When the certified student's name appears in written materials prepared under the PTLS program, the written materials must also contain the name of the supervising attorney, his/her role as a supervising attorney and state that the student is a certified student of the PTLS program. 5. HOW LONG DOES MY CERTIFICATION LAST? A student's certification begins on the date indicated on the Notice of Certification and remains in effect for the period specified on the Notice. The student's certification terminates sooner than the date referenced on the Notice of Certification if any of the following circumstances occur: The State Bar receives notice from the student requesting termination The State Bar determines that the student no longer meets the certification requirements The student fails to take, or does not pass, the first General Bar Examination for which he or she is eligible. If the student takes the first General Bar Examination for which she or he is eligible, certification is extended until the exam results are released (assuming all other certification requirements continue to be met) The State Bar revokes certification 6. WHEN AM I REQUIRED TO FILE FOR RECERTIFICATION? The student must file a recertification with the State Bar if he/she changes his/her information, including name of employer, name of supervising attorney, address, etc. 7. WHAT DOCUMENTS DO I NEED IN ORDER TO APPEAR IN COURT? The Notice of Certification/Recertification issued by The State Bar of California and any other information requested by the court. 8. CAN A CERTIFIED STUDENT APPEAR IN A FEDERAL COURT? No. Rule 9.43 of the California Supreme Court and the Rules Governing the Practical Training of Law Students only authorize California state court appearances. Federal appearances are governed by federal law. 9. CAN I PROVIDE LEGAL SERVICES FOR ANYONE OTHER THAN MY SUPERVISING ATTORNEY? A certified student must work under the supervision of a supervising attorney. Government agencies may designate an attorney in place of the supervising attorney, but the supervising attorney must still provide general supervision. 10. CAN I BECOME A CERTIFIED STUDENT AFTER I GRADUATE FROM LAW SCHOOL? IF SO, HOW LONG DOES MY CERTIFICATION LAST? Yes, a student may be certified after graduating from law school as long as the student takes the first General Bar Examination. If the student fails his/her first eligible Bar Exam, certification ends on the date of notice. If the student passes the first eligible Bar Exam, the certification extends to 30 days after date of notice. 11. CAN I BECOME CERTIFIED AFTER I PASS THE BAR EXAM AND WHILE I AM AWAITING MY MORAL CHARACTER DETERMINATION? No. .
Recommended publications
  • Cal 2004-165
    THE STATE BAR OF CALIFORNIA STANDING COMMITTEE ON PROFESSIONAL RESPONSIBILITY AND CONDUCT FORMAL OPINION NO. 2004-165 ISSUE: 1. What are the ethical responsibilities of a member of the California State Bar who uses outside contract lawyers to make appearances on behalf of the member’s clients? 2. What are the ethical responsibilities of the outside contract lawyer who makes the appearances? DIGEST: 1. To comply with his or her ethical responsibilities, a member of the California State Bar who uses an outside contract lawyer to make appearances on behalf of the member’s client must disclose to his client the fact of the arrangement between the member and the outside lawyer when the use of the outside lawyer constitutes a significant development in the matter. Whether the use of the outside lawyer constitutes a significant development will depend upon the circumstances in each situation. If, at the outset of the engagement, the member anticipates using outside lawyers to make appearances on behalf of the member’s client, the member should address the issue in the written fee agreement with the client. If the member charges the outside lawyer’s fees and costs to the client as a disbursement, the member must state the client’s obligations for those charges in the written fee agreement. In addition, the member remains responsible to the client, which includes responsibility for competently supervising the outside lawyer. Finally, the member must comply with the ethical rules concerning competence, confidentiality, advertising, and conflicts of interest that apply to his or her role in any such arrangement.
    [Show full text]
  • The State Bar of California Standing Committee on Professional Responsibility and Conduct Formal Opinion Interim No
    THE STATE BAR OF CALIFORNIA STANDING COMMITTEE ON PROFESSIONAL RESPONSIBILITY AND CONDUCT FORMAL OPINION INTERIM NO. 08-0002 ISSUES: Does an attorney violate the duties of confidentiality and competence he or she owes to a client by using technology to transmit or store confidential client information when the technology may be susceptible to unauthorized access by third parties? DIGEST: Whether an attorney violates his or her duties of confidentiality and competence when using technology to transmit or store confidential client information will depend on the particular technology being used and the circumstances surrounding such use. Before using a particular technology in the course of representing a client, an attorney must take appropriate steps to evaluate: 1) the level of security attendant to the use of that technology, including whether reasonable precautions may be taken when using the technology to increase the level of security; 2) the legal ramifications to a third party who intercepts, accesses or exceeds authorized use of the electronic information; 3) the degree of sensitivity of the information; 4) the possible impact on the client of an inadvertent disclosure of privileged or confidential information or work product; 5) the urgency of the situation; and 6) the client‟s instructions and circumstances, such as access by others to the client‟s devices and communications. AUTHORITIES INTERPRETED: Rule 3-100 of the Rules of Professional Conduct of the State Bar of California. Rule 3-110 of the Rules of Professional Conduct of the State Bar of California. California Business and Professions Code section 6068, subdivision (e)(1). STATEMENT OF FACTS Attorney is an associate at a law firm that provides a laptop computer for his use on client and firm matters and which includes software necessary to his practice.
    [Show full text]
  • The Regulation of Lawyer Referral Services: a Preliminary State-By-State Review
    THE REGULATION OF LAWYER REFERRAL SERVICES: A PRELIMINARY STATE-BY-STATE REVIEW Prepared by the American Bar Association Standing Committee on Lawyer Referral and Information Service I. Overview Lawyer Referral Service (LRS) programs across the country provide an efficient mechanism for providing attorneys with direct referrals of potential clients, while also providing access to legal services to typically middle-class Americans who may otherwise lack the knowledge or information necessary to independently seek out counsel. Every state has developed regulatory schemes defining these programs and the parameters for attorney involvement, and in some cases even dictating the operation of LRS programs themselves. A review of the LRS rules in all fifty states undertaken by the ABA Standing Committee on Lawyer Referral and Information Service reveals a broad continuum of regulation of LRS programs across the country. This report summarizes the preliminary findings of this review, with further research ongoing. II. Analysis of State LRS Regulatory Schemes There is a wide variation among the states in the manner in which LRS programs are regulated. The predominant approach involves defining the conditions under which lawyers may participate in LRS programs through court rule; specifically, rules of professional conduct. But there are also states that have court rules defining how LRS programs are to be operated (including two states that engage in regulation via statute in addition to court rule), and the applicability of LRS regulatory approaches are controlled, in part, on how states define “lawyer referral service,” and these definitions often vary. A. The Basis and Focus of LRS Regulation The approaches undertaken by the states in regulating LRS programs may be easily divided into two distinct areas of focus: a focus on regulation of attorney participation in LRS programs, and a focus on regulation of LRS programs themselves.
    [Show full text]
  • Volume 33 No. 6 Nov/Dec 2020 Partner up with POWER Is Your Firm Concerned About Expenses in This Current Economic Cycle?
    Utah Bar® JOURNAL Volume 33 No. 6 Nov/Dec 2020 Partner Up With POWER Is your firm concerned about expenses in this current economic cycle? Concerned insurance carriers or corporate defendants will try to “lowball” or stall your contingency cases? In need of an aggressive team to get top value for your clients and get it done without more delays? Eisenberg, Cutt, Kendell & Olson are here to help you. Our full-time business is working with lawyers and firms to co-counsel larger contingency fee injury, tort and insurance cases. We have the staff and financial resources to aggressively prosecute cases even in the hardest economic times. We can do it all or work side by side with you. If needed, we can also help with case expenses and costs. We’d like to talk to you about getting the most for your cases. 801.366.9100 | www.eckolaw.com The Utah Bar Journal Published by the Utah State Bar | 645 South 200 East, Salt Lake City, Utah 84111 | 801-531-9077 | www.utahbar.org BAR JOURNAL EDITORIAL BOARD Editor-in-Chief Utah Law Developments Editor Editor at Large Alisha Giles LaShel Shaw Todd Zagorec Managing Editor Judicial Advisor Young Lawyer Representative Andrea Valenti Arthur Judge Gregory K. Orme Alex Sandvik Articles Editors Copy Editors Paralegal Representative LaShel Shaw Hal Armstrong Greg Wayment Victoria Luman Paul Justensen Jacqueline Carlton Bar Staff Liaison Editors Emeritus Christine Critchley Departments Editor William D. Holyoak Ryan Beckstrom Judge Catherine E. Roberts (Ret.) Advertising/Design Manager Laniece Roberts MISSION & VISION OF THE BAR: The lawyers of the Utah State Bar serve the public and legal profession with excellence, civility, and integrity.
    [Show full text]
  • Rules of Professional Conduct
    California Rules of Professional Conduct 2021 California Rules of Professional Conduct and Other Related Rules and Codes Volume 1 Rules of Professional Conduct State Bar Act (Bus. & Prof. Code, §§ 6000 et seq.) “1992” Rules of Professional Conduct “1989” Rules of Professional Conduct “1975” Rules of Professional Conduct Rules Cross-Reference Tables Published by the State Bar of California Office of Professional Competence Pub. No. 250 2021 PRODUCTION STAFF LEGISLATIVE RESEARCH EDITOR Mimi Lee Randall Difuntorum Lauren McCurdy Andrew Tuft PRODUCTION EDITOR Lauren McCurdy DISTRIBUTION Angela Marlaud ASSISTANT EDITOR WEB PRODUCTION Mimi Lee Mimi Lee TABLE OF CONTENTS RULES OF PROFESSIONAL CONDUCT Rule 1.8.6 Compensation from One Other than Client CROSS-REFERENCE TABLES 17 Current Rules to the “1992” Rules iii Rule 1.8.7 Aggregate Settlements 18 “1992” Rules to the Current Rules vii Rule 1.8.8 Limiting Liability to Client 18 RULES OF PROFESSIONAL CONDUCT Rule 1.8.9 Purchasing Property at a Foreclosure or a Sale Subject to Judicial Review 18 Rule 1.0 Purpose and Function of the Rules of Professional Conduct 1 Rule 1.8.10 Sexual Relations with Current Client 18 Rule 1.0.1 Terminology 2 Rule 1.8.11 Imputation of Prohibitions Under Rules 1.8.1 to 1.8.9 19 CHAPTER 1. LAWYER-CLIENT RELATIONSHIP 3 Rule 1.9 Duties to Former Clients 19 Rule 1.1 Competence 3 Rule 1.10 Imputation of Conflicts of Interest: General Rule 1.2 Scope of Representation and Allocation of Rule 20 Authority 4 Rule 1.11 Special Conflicts of Interest for Former and Rule 1.2.1 Advising
    [Show full text]
  • State Bar of California Acting Executive Director: Jeffrey T
    LEGAL/ACCOUNTING REGULATORY AGENCIES State Bar of California Acting Executive Director: Jeffrey T. Gersick ♦ (415) 538-8200 ♦ (213) 765-1000 ♦ To ll-Free Complaint Hotline: 1-800-843-9053 ♦ Ethics Hotline: l-800-2ETHJCS ♦ Internet: www.calbar.org he State Bar of California was created by legislative of investigators and prosecutors. The act in 1927 and codified in the CaliforniaConstitution Bar recommends sanctions to the at Article VI, section 9. The State Bar was established California Supreme Court, which makes final discipline de­ asT a public corporation within the judicial branch of govern­ cisions. However, Business and Professions Code section ment, and membership is a requirement for all attorneys prac­ 6007 authorizes the Bar to place attorneys on involuntary in­ ticing law in California. Over 165,000 California lawyers are active status if they pose a substantial threat of harm to cli­ members of the State Bar. ents or to the public, among other reasons. The State Bar Act, Business and Professions Code sec­ On March 1, State Bar Executive Director Steve Nissen tion 6000 et seq., designates a Board of Governors to run the announced his resignation in order to accept a position within Bar. The Board President is usually elected by the Board of Governor Gray Davis' administration. Nissen, who officially Governors at its June meeting and serves a one-year tenn left on March 19, had served at the Bar for only 16 months, beginning in September. Only governors who have served on arrivingjust prior to then-Governor Wilson's veto of the Bar's the Board for three years are eligible to run for President.
    [Show full text]
  • THE FLORIDA BAR, Complaintant, V. VITO TORCHIA, JR., Respondent
    IN THE SUPREME COURT OF FLORIDA (Before a Referee) THE FLORIDA BAR, Supreme Court Case Complaintant, No. SC-16-1267 v. The Florida Bar File No. 2016-00,163 (2A) VITO TORCHIA, JR., Respondent. _____________________________/ ANSWER TO FORMAL COMPLAINT FOR RECIPROCAL DISCIPLINE Vito Torchia, Jr., Respondent, files this Answer to Formal Compliant for Reciprocal Discipline filed by The Florida Bar, Complaintant, pursuant to the Rules Regulating The Florida Bar and answers: 1. Respondent admits the averment in paragraph 1 of the Complaint. 2. Respondent admits the averment in paragraph 2 of the Complaint. 3. Respondent is without knowledge or information sufficient to respond to the averment in paragraph 3, and on that basis, denies the averment in paragraph 3. Respondent further responds that the document speaks for itself. 4. Respondent denies the averments in paragraphs 4 A. through 4 CC. 5. Respondent is without knowledge or information sufficient to respond to 1 the averments in paragraphs 4 DD. and 4 EE, and on that basis, denies the averments in paragraphs 4 DD. and 4 EE. Respondent further responds that each document speaks for itself. 6. Respondent is without knowledge or information sufficient to respond to the averment in paragraph 5, and on that basis, denies the averment in paragraph 5. WHETHER RECIPROCOL DISCIPLINE IS APPROPRIATE This Court, in Florida Bar v. Kandekore , 932 So.2d 1005 (Fla. 2000), held that “[u]nder Rule Regulating The Florida Bar 3-4.6, when an attorney is adjudicated guilty of misconduct by the disciplinary agency of another jurisdiction, the adjudication serves as conclusive proof of commission of the misconduct charged.
    [Show full text]
  • Cal. Bar. Formal Opinion No. 2020-202
    THE STATE BAR OF CALIFORNIA STANDING COMMITTEE ON PROFESSIONAL RESPONSIBILITY AND CONDUCT FORMAL OPINION NO. 2020-202 ISSUES: May a lawyer provide advice and assistance to a client with respect to conduct permitted by California's cannabis laws, despite the fact that the client's conduct, although lawful under California law, might violate federal law? DIGEST: Under the Rules of Professional Conduct, a lawyer may ethically advise a client concerning compliance with California's cannabis laws and may assist the client in conduct permitted by those laws, despite the fact that the client's conduct may violate federal law. Such advice and assistance may include the provision of legal services to the client that facilitate the operation of a business that is lawful under California law (e.g., incorporation of a business, tax advice, employment advice, contractual arrangements, and other actions necessary to the lawful operation of the business under California law). However, a lawyer may not advise a client to violate federal law or provide advice or assistance in violating state or federal law in a way that avoids detection or prosecution of such violations. The lawyer must also inform the client of the conflict between state and federal law, including the potential for criminal liability and the penalties that could be associated with a violation of federal law. Where appropriate, the lawyer must also advise the client of other potential impacts on the lawyer-client relationship, including on the attorney-client privilege, that could result from the fact that the client’s conduct may be prohibited under federal law.
    [Show full text]
  • STATE BAR ACT § 6009 City Or County Registration of Attorneys Who Qualify As Lobbyists; CHAPTER 4
    ϮϬϮ1 TABLE OF CONTENTS THE STATE BAR ACT § 6009 City or County Registration of Attorneys Who Qualify as Lobbyists; CHAPTER 4. ATTORNEYS Lobbyist Information That May be Required to be Disclosed 8 ARTICLE 1 GENERAL PROVISIONS § 6009.3 Attorney to Inform Client in § 6000 Short Title 1 Writing Concerning Voluntary § 6001 State Bar; Perpetual Succession; Contributions 8 Seal; Revenue; Powers; Laws § 6009.5 Collection and Reporting of Applicable 1 Demographic Data–Procedures § 6001.1 State Bar–Protection of the Public and Limitations 8 as the Highest Priority 2 ARTICLE 2 ADMINISTRATION § 6001.2 State Bar Governance in the Public § 6010 Board of Trustees in General 9 Interest Task Force 2 § 6001.3 Legislative Intent, Findings, and § 6011 Number of Members 9 Declarations; Development, Report, § 6013.1 State Bar Board of Trustees– and Implementation of Goals 2 Appointment of Attorney Members § 6001.4 State Bar Employee Compensation by the Supreme Court; State Bar Administrative Responsibilities for and Benefits 3 Appointment Process 9 § 6002 Licensees 3 § 6013.3 State Bar Board of Trustees– § 6002.1 Official Licensing Records 3 Appointment of Attorney Members by the Senate Committee on Rules § 6003 Classes of Licensees 4 and by the Speaker of the Assembly 9 § 6004 Active Licensees 4 § 6013.5 Public Members; Appointment; § 6005 Inactive Licensees 4 Qualifications; Term 10 § 6006 Retirement from Practice; § 6013.5.5 Public Members Appointment or Privileges of Inactive Licensees 4 Reappointment to the State Bar Board of Trustees–Applicable § 6007
    [Show full text]
  • 2021 Adopted Budget
    Title of Report: 2021 Adopted Final Budget Statutory Citation: Business and Professions Code section 6140.1 Date of Report: February 26, 2021 The State Bar of California has submitted a report to the Legislature in accordance with Business and Professions Code section 6140.1, which requires the State Bar to submit a final budget to the Legislature by February 28 of each year. This summary is provided pursuant to Government Code section 9795. The fiscal impacts of COVID-19 on the State Bar’s budget have been significant and include reductions in tenant lease revenue, increased janitorial and cleaning costs, and interest rate reductions resulting in millions of dollars in lost interest revenue. These conditions are expected to continue well into 2021, with commercial and retail lease revenues particularly hard hit. The 2021 budget anticipates revenues of $206.9 million and expenses of $194.7 million. The vast majority of State Bar revenue is derived from the annual attorney licensing fee. The 2021 fee bill authorized $463 in mandatory fees per attorney, a 6.8 percent reduction from the 2020 level as follows: • General Fund fees reduced by $3 per active attorney, reflecting the elimination of a one-time boost to increase the General Fund reserve. • Client Security Fund fee reduced from $80 back to $40 following a one-time increase to reduce backlog. • Lawyer Assistance Program (LAP) fees returned to $10, after a one-year reduction to $1 in 2020 to draw down reserves in the LAP Fund. Overall budgeted expenses of $194.7 million represent a net decrease of over 20 percent compared to the 2020 budget; general fund budgeted expenses represent a decrease of 4 percent compared to the 2020 budget.
    [Show full text]
  • The Keller Rule — Limitations on the Use of Mandatory Dues
    Limitations on the Use of Mandatory Dues Often during BOG meetings reference is made to “Keller,” generally in the context of whether an action under consideration is or would be “a violation of Keller.” “Keller” refers to a decision of the US Supreme Court that limits the use of mandatory dues. The Oregon State Bar endeavors to be a “Keller pure” bar, which means it does not expend mandatory dues on matters that are not germane to the bar’s mission. The Keller Decision In Keller v. State Bar of California, 499 US 1,111 SCt 2228 (1990), the US Supreme Court held that an integrated bar's use of compulsory dues to finance political and ideological activities violates the 1st Amendment rights of dissenting members when such expenditures are not "necessarily or reasonably incurred" for the purpose of regulating the legal profession or improving the quality of legal services. The activities complained of by the petitioners (21 members of the bar) included lobbying for or against state legislation,1 filing amicus briefs in various cases,2 holding an annual conference of delegates at which resolutions were approved,3 and engaging in a variety of educational programs. The California Supreme Court had rejected the petitioners' challenge, holding that the State Bar was a state agency and, as such, could use the dues for any purpose within its broad authority. The Supreme Court reversed, holding that the State Court's determination as to the bar's status was not binding when the determination was essential to the decision of a federal question.
    [Show full text]
  • Diversity & Inclusion Plan
    The State Bar of California OFFICE OF ACCESS & INCLUSION Title of Report: Diversity & Inclusion Plan: 2019 – 2020 Biennial Report to the Legislature Statutory Citation: Business and Professions Code section 6001.3 Date of Report: March 15, 2019 The State Bar of California submits this report to the Legislature in accordance with Business and Professions Code section 6001.3, which directs that the State Bar develop and implement a plan demonstrating its ongoing “commitment to and support of effective policies and activities to enhance access, fairness, and diversity in the legal profession and the elimination of bias in the practice of law.” The plan is intended to support the following tenets: That the justice system is equally accessible and free of bias should be a core value of the legal profession; Diversity and inclusion are an integral part of the State Bar’s public protection mission to build, retain, and maintain a diverse legal profession to provide quality and culturally sensitive services; and The State Bar should continue to increase diversity and inclusion in the legal profession. This is the first report to be submitted under this statutory requirement, so it summarizes some of the activities the State Bar has advanced in the past to combat implicit bias and increase diversity and inclusion in the legal profession. More importantly, the report identifies on-going activities as well as the State Bar’s planned initiatives moving forward. In January 2019, the Board of Trustees added nine concrete objectives to the State Bar’s Strategic Plan on this critically important topic, focusing on priorities where the State Bar is uniquely situated to have the greatest impact by collecting data, making systematic changes as a regulator, and incubating innovative programs that can be scaled to increase diversity and inclusion throughout the California legal profession.
    [Show full text]