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RE: First Draft
Eric,
I am not sure if DC rules apply here since you are
neither admitted nor have an application pending for admission (hence, I think
NY rules apply) but that is a story for another day. DC ethical
opinion #273 states that "whether the lawyer will be able to continue to
represent" is a valid issue to discuss in a letter to clients. The end
result that we are looking for is a peaceful solution given my prior emails on
this topic. The concern that I have is that I will be signing a letter
giving you 28 clients without a mechanism for me to recover those clients should
you attempt to solicit our remaining clients.
If I can get assurances from Neal and you that we will
not have poaching then as a man and as a military officer I will proceed with
your assurances and sign the letters as you propose. Those assurances will
also go a long way to making me feel comfortable that we could maintain a
mutually beneficial relationship post departure.
Finally, I continue to await your response to my
referral arrangement suggestion.
Best,
Mat
From: Eric Montalvo
[mailto:montalvoesq@yahoo.com]
Sent: Monday, March 01, 2010 5:59
PM
To: Mathew B. Tully, Esq.
Cc: Steve Herrick; Greg T.
Rinckey; Neal Puckett
Subject: First Draft
Mat,
Please see attached. I would like to remain silent regarding my
ability to service the client at the new firm. This language seems to run
afoul of DC rules regarding this issue. I can avail the ethics section to
determine...just think it creates issues were they do not exist. I also
fixed language stuff as this will be directed to each client and you which you
had already identified. I have cc'd Mr. Puckett to make sure we are all on
the same sheet of music. My only question on second letter is
whether you want them to send the letter directly to my e-mail?
That's fine just want to make sure that's what you wanted to do.
V/r
Eric
- References:
- First Draft
- From: Eric Montalvo <montalvoesq@yahoo.com>