Author Archives › Doug Brocker

Mixing Business with Pleasure: Dual Relationships

If you have a client or patient that you connect with on a personal level, is it okay to have a social as well as…more

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Think Before You Link: New NC Ethics Opinion on Social Media Connections

The Ethics Committee has now adopted an opinion[1] about the propriety of making and accepting invitations to connect and endorsements from judges and others on…more

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The CPA Board Rules: They are a’ Changin’

The NC Board of CPA Examiners recently adopted amendments to its regulations in the following areas that may be relevant to your practice if you…more

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Checking Under the Hood of Your Trust Account

Are you doing the ethical equivalent of checking under the hood and kicking the tires of your trust account? If not, you better make some…more

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Disconnect: A Matter of Professionalism and Respect

Modern communication technology enables lawyers to accomplish things in a much more timely, efficient and effective manner in many instances.  Utilized properly, digital communications also…more

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Revised Real Estate Opinion Adopted

The North Carolina State Bar Council adopted proposed revisions to the opinion concerning the involvement of corporations, title companies and other non-lawyers in real estate…more

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Changing Course: Proposed Revisions to Real Estate Closing Opinion

The State Bar has proposed amending its formal opinion concerning the involvement of nonlawyers in real estate closings, Authorized Practice Advisory Opinion 2002-1.  The original…more

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The State Bar’s Been “Zoomed”

Legal document provider, LegalZoom.com, Inc., filed suit against the N.C. State Bar in state court on September 30.  In the suit, LegalZoom challenges the State…more

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Signing Up Clients: Use of Paralegal Could be UPL

In July 2010, the State Bar adopted “Guidelines for Use of Paralegals in Rendering Legal Services.” These guidelines prohibit paralegals from engaging in the practice…more

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