Re:

Eric:

Do you want to set up a meeting here for next week? I could meet most any time Tuesday afternoon, Wednesday afternoon, or Thursday – morning or afternoon.

Dan

Daniel M. Mills

Manager, Practice Management Advisory Service

District of Columbia Bar

1101 K Street NW, Suite 324

Washington, D.C. 20005

(202) 626-1312 Direct

(202) 737-4700 ext/ 3212

Fax: (202)626-3471

dmills@dcbar.org

From: Eric Montalvo [mailto:montalvoesq@yahoo.com]
Sent: Tuesday, February 09, 2010 6:21 AM
To: Daniel Mills
Cc: Neal Puckett; Haytham Faraj; Marcelyn Atwood
Subject: Re:

No worries thanks.

Sent via BlackBerry by AT&T

From: "Daniel Mills" <DMills@dcbar.org>

Date: Tue, 9 Feb 2010 06:16:37 -0500

To: Eric Montalvo<montalvoesq@yahoo.com>

Subject: RE:

Eric:

Yes, if we are open. The DC Bar is closed again today and if the Feds are closed again tomorrow, I expect we will be closed too.

Dan

-----Original Message-----
From: Eric Montalvo [mailto:montalvoesq@yahoo.com]
Sent: Mon 2/8/2010 8:18 PM
To: Daniel Mills
Subject: Re:

Will you be around Wed to meet in the afternoon?

V/r
E

________________________________
From: Daniel Mills <DMills@dcbar.org>
To: Eric Montalvo <montalvoesq@yahoo.com>
Sent: Wed, January 6, 2010 10:45:35 AM
Subject: RE:

Eric:

The best people to talk with about the ethical issues related to this are Hope Todd and Saul Singer , our ethics counsel here, at 202.737.4700, ex 3231 (Hope) and 3232 (Saul). There could of course be legal issues involved is this question and our policy does not allow us to give legal advice.

Take a look at the following Legal Ethics Opinions at:

http://www.dcbar.org/for_lawyers/ethics/legal_ethics/opinions.cfm

LEO 241, 221 and 273

These rules are relevant in the DC Rules of Professional Conduct:
        * Rule 1.4 (Communication)
        * Rule 1.7 (Conflict of Interest: General Rule)
        * Rule 1.8(i) (Conflict of Interest: Prohibited Transactions)
        * Rule 1.10(b) (Imputed Disqualification: General Rule )
        * Rule 1.16(d) (Declining or Terminating Representation)
        * Rule 7.5(a) (Firm Names and Letterheads)
        * Rule 8.4(c) (Misconduct)
Here are some links to relevant materials on the topic:

http://www.mobar.org/dc4ad676-36d0-46ba-9ef1-174a517080b8.aspx

http://www.cba.org/cba/PracticeLink/SO/leaving.aspx

http://www.legalethics.com/?p=8

http://rc.lsuc.on.ca/pdf/kt/leavingaLawFirm.pdf

http://careers.mwe.com/info/l4l.pdf

http://www.mass.gov/obcbbo/fifty.htm

http://www.finnegan.com/resources/articles/articlesdetail.aspx?news=e91a10d7-9e30-4489-927e-069dbd46b319

http://www.myshingle.com/2009/09/articles/ethics-malpractice-issues/dont-tarnish-your-fresh-start-with-a-rotten-ending/

http://greatestamericanlawyer.typepad.com/greatest_american_lawyer/2006/07/the_right_way_t.html

Good luck and be careful,

Dan

Daniel M. Mills
Manager, Practice Management Advisory Service
District of Columbia Bar
1101 K Street NW, Suite 324
Washington, D.C. 20005
(202) 626-1312 Direct
(202) 737-4700 ext/ 3212
Fax: (202)626-3471
dmills@dcbar.org

________________________________

From:Eric Montalvo [mailto: montalvoesq@yahoo.com ]
Sent: Tuesday, January 05, 2010 10:10 PM
To: Daniel Mills
Subject: Re:

Can you provide me guidlines re taking clients with me?

________________________________

From:Daniel Mills <DMills@dcbar.org>
To: montalvoesq@yahoo.com
Sent: Tue, December 29, 2009 5:09:30 PM
Subject: RE:

Here is the manual from August. It is revised for each session. Glad
to meet with you.

Dan

Daniel M. Mills
Manager, Practice Management Advisory Service
District of Columbia Bar
1101 K Street NW, Suite 324
Washington , D.C. 20005
(202) 626-1312 Direct
(202) 737-4700 ext/ 3212
Fax: (202)626-3471
dmills@dcbar.org

-----Original Message-----
From: Eric Montalvo [mailto:montalvoesq@yahoo.com]
Sent: Tuesday, December 29, 2009 4:19 PM
To: Daniel Mills
Subject: Re:

Great! Thanks! When I get back in town will fup with u for a sitdown.
Pls send PDF thanks again!

Vr
Eric
Sent via BlackBerry by AT&T

-----Original Message-----
From: "Daniel Mills" <DMills@dcbar.org>
Date: Tue, 29 Dec 2009 15:59:42
To: <montalvoesq@yahoo.com>
Subject: RE:

Eric:

A checklist is attached. I also teach a session called Basic Training
twice each month:

http://www.dcbar.org/for_lawyers/bar_services/practice_management_adviso
ry_service/basic_training.cfm

I could send you a PDF of the manual. You could attend once you have
notice that your application to waive into DC is being processed.

We could also meet here. Call if you have specific questions.

Dan

Daniel M. Mills
Manager, Practice Management Advisory Service
District of Columbia Bar
1101 K Street NW, Suite 324
Washington , D.C. 20005
(202) 626-1312 Direct
(202) 737-4700 ext/ 3212
Fax: (202)626-3471
dmills@dcbar.org

-----Original Message-----
From: Eric Montalvo [mailto:montalvoesq@yahoo.com]
Sent: Tuesday, December 29, 2009 3:28 PM
To: Daniel Mills
Subject:

Do you have a guide or checklist? I am coming out of Ma3ine Corps 21
yrs and firm I am with is not tracking with requirements and I need to
do this right and soon.

Vr
Eric
Sent via BlackBerry by AT&T