Start Date
11-12-2015 1:45 PM
End Date
11-12-2015 2:45 PM
Description
Limited scope representation, otherwise known as unbundled legal services or discreet task representation, is defined as a lawyer taking on one or more components of a legal matter without taking on responsibility for the entire case. More than 40 states have adopted ABA Model Rule 1.2(c) specifically allowing for limited scope representation and more than 20 states have made more detailed changes to their rules of professional conduct and/or Supreme Court rules in order to clearly delineate a lawyer's ethical responsibilities to the client, tribunal, and other side when acting in a limited scope capacity. The presentation will focus on how attorneys can utilize limited scope representation in a way that will allow them to serve more taxpayers and to increase profitability for smaller and geographically distant properties. The presentation will also cover how limited scope representation can be used as a tool to combat the unlicensed practice of law in the tax appeal process. The presentation will broadly cover national trends while also focusing more closely on three jurisdictions: Illinois, California, and Texas.
Recommended Citation
Doherty, Nora Esq., "Limited scope representations & ethical considerations" (2015). IAAO Annual Legal Seminar. 13.
https://researchexchange.iaao.org/legal/legal15/sessions/13
Limited scope representations & ethical considerations
Limited scope representation, otherwise known as unbundled legal services or discreet task representation, is defined as a lawyer taking on one or more components of a legal matter without taking on responsibility for the entire case. More than 40 states have adopted ABA Model Rule 1.2(c) specifically allowing for limited scope representation and more than 20 states have made more detailed changes to their rules of professional conduct and/or Supreme Court rules in order to clearly delineate a lawyer's ethical responsibilities to the client, tribunal, and other side when acting in a limited scope capacity. The presentation will focus on how attorneys can utilize limited scope representation in a way that will allow them to serve more taxpayers and to increase profitability for smaller and geographically distant properties. The presentation will also cover how limited scope representation can be used as a tool to combat the unlicensed practice of law in the tax appeal process. The presentation will broadly cover national trends while also focusing more closely on three jurisdictions: Illinois, California, and Texas.