Client Site Visits: Checklist for Success | The National Law Review

Studies reveal that clients, more than ever, want and expect great service from their outside counsel. On top of that, clients value lawyers who know and understand their business, as well their people and their policies. Clients also want lawyers who are trusted advisors and counselors.

Lawyers and law firms that take the time ask “How are we doing?” and take a proactive interest in helping clients achieve their goals and objectives add tremendous value to the relationship and build trust and loyalty with the client. Being a competent legal technician is simply not enough anymore in today’s competitive market place for legal services.

And what is the best way to achieve this type of relationship with clients? Go visit them. In fact, I recommend that partners visit their top four clients each year. Show you care. Ask smart questions. Listen, learn and respond appropriately.

(Click here for) our Client Site Visit checklist, which offers practical guidance to lawyers who are interested in enhancing their relationships with top clients.

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Tenant’s Checklist Of Silent Lease Issues (Third Edition)–Joshua Stein PLLC

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Like the previous editions, this third edition seeks to help tenants’ attorneys identify and, if they choose to, raise “silent lease issues” when they review a typical landlord’s standard commercial lease.

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Extension of Time to File – YouTube

  YouTube: Extension of Time to File

This new IRS YouTube video explains how to get more time to file your clients’ tax returns.

Questions and Answers about Health Care Information Forms for Individuals (Forms 1095-A, 1095-B, and 1095-C)

Here’s What You Need to Do with Forms 1095-A, 1095-B and 1095-C

You, your employees or your clients may receive one or more forms that provide information about 2015 health coverage. These forms are 1095-A, 1095-B and 1095-C. The following health care tax tips provide some answers to common questions about these forms: 

Form 1095-A: What you need to do with this form

Form 1095-B: What you need to do with this form

Form 1095-C: What you need to do with this form

State Bar Seeks Changes to Power-of-Attorney Law | New York Law Journal

ALBANY – The New York State Bar Association is lobbying to change New York’s power-of-attorney statute, which its members say is fraught with procedural pitfalls that pose “significant and severe repercussions” for both lawyers and clients.

The bar’s Working Group on Power of Attorney said 2008 and 2010 revisions to the power-of-attorney statute failed to meet the intended goal of strengthening protections for potentially incapacitated principals.

Instead, the group says power-of-attorney paperwork is now riddled with “traps for the unwary.”

The state bar’s House of Delegates adopted the group’s findings and authorized a lobbying effort in Albany to have power-of-attorney procedures revert back to simpler pre-2008 procedures by amending General Obligations Law, §5-1501-§5-1514.

Ellen Makofsky, the chair of the panel, said the “continuous” errors being made in preparation of power-of-attorney documents is due to the unnecessary complexity of New York’s law.

Read more: http://www.newyorklawjournal.com/id=1202749790544/State-Bar-Seeks-Changes-to-PowerofAttorney-Law#ixzz40UQRUPaq

Open Source “Baby Blue” Project Could Finally Kill the Bluebook

Lisa Needham reports:

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The latest turn came this month when open-records activist Carl Malamud tweeted about the coming release of “Baby Blue,” 

the name that he and his project partner New York University law professor Christopher Sprigman are calling their rival guide.

Read entire report here.

See Comment by

Frank Bennett  3 hours ago

Please note that a platform able to generate correct citations to legal materials – across multiple jurisdictions – already exists. https://juris-m.github.io 

Juris-M is a third-party project that leverages the Zotero code base, and like Zotero it supports context-sensitive formatting of citations in word-processed documents. I salute the “Baby Blue” project, and look forward to supporting the new guide in Juris-M.

Bankruptcy Forms | United States Courts

Revised Bankruptcy Forms Go Into Effect December 1

U.S. Bankruptcy Court filers and lawyers must use new forms beginning December 1, when the first modernization of bankruptcy forms in two decades takes effect.

The forms are available at www.uscourts.gov, and contain major changes in organization, language and numbering. Because the new forms will be mandatory for all new cases, users of the bankruptcy system are being urged to read the forms before the change-over date. 

The new forms are easier for debtors to understand and complete, and are designed to work with scheduled enhancements to the federal courts’ Case Management/Electronic Case Files system. Together the changes will reduce administrative strains, improve delivery of case information to judges, and protect debtor and creditor rights.

Read more about the new bankruptcy forms.

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