Last year, we had a series of ethical guidelines generally for practices and also for dealing with individual clients. This year we will offer a series of pointed “reminders” about the Rules of Professional Conduct.
When drafting documents for a self-represented client under a limited scope of representation, the document must disclose that it was “prepared with assistance of counsel.” P.B. §4-2 (c). The name of the attorney need not be disclosed, nor does the notice constitute an appearance. Failure to comply may lead to sanctions against the self-represented person, and also perhaps against the attorney.