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Re: Referral Agreement



Nice.  Beer summit.  Guinness Draft for me, please.
Neal A. Puckett, Esq
LtCol, USMC (Ret)
Puckett & Faraj, PC
Washington DC | Virginia
888.970.0005

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On Mar 2, 2010, at 12:51 PM, Eric S. Montalvo wrote:

Mat,

 

The following captures my understanding as a reasonable position based on a review of the ethic’s rules and my discussion with both Neal and Greg.

 

1)       Mandatory beer session (or drink of choice) upon next visit to DC from Mat.

2)       Regarding clients slated to be released to me no referral fee will be charged.

3)       Regarding clients to be referred between firms a minimum 10% fee will be entered into re a fee splitting arrangement – Greg has offered to provide language to use for this purpose.  This will include any matters exchanged between the firm and may be negotiated up or down depending on the case referred.  For example, if it is a 500 dollar referral the referring attorney may waive a fee at his discretion. 

4)       The letters as currently authored are good to go.

5)       The Firm of Puckett and Faraj PC will not engage in soliciting clients from Tully Rinckey PLLC.

6)       I have spoken with Graig and Greg re files for removal and am to provide a list to be reviewed for approval.

 

V/r

Eric S. Montalvo

Attorney at Law

 

emontalvo@tullylegal.com

(202) 787-1900 Phone

(202) 870-2940 Cell

(202) 296-1165 Fax

 

TULLY RINCKEY PLLC

1800 K Street N.W.  Suite 1110
Washington, D.C. 20006

www.Fedattorney.com

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