Task Force on Access Through Innovation of Legal Services (ATILS) - Subcommittee on Alternative Business Structures/Multi-Disciplinary Practices
Notice and Agenda
Monday, May 13, 2019
11:30 a.m. - 2:00 p.m.
The State Bar of California
845 South Figueroa Street
Board Room, 2nd Floor
Los Angeles, CA 90017

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Randall Difuntorum at 415-538-2161 or Chair, Andrew Arruda at 415-538-2116. Committee members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item/s from the consent agenda.

Committee Members: Jean Clauson, Bridget Gramme, Joanna Mendoza, Mark Tuft, Angelina Valverde.
The order of business is approximate and subject to change.
Open Session

A. Chair's Report
1. Roll Call
2. Call for Public Comment
3. Chair's Report
4. Staff Report
5. Approval of Action Summary from the April 29, 2019 Meeting
B. Action / Report and Recommendation
1. Recommendation: Lawyers in traditional practice and firms stay under the current regulatory framework with a mind towards expanding access to justice through innovation
2. Recommendation: Widen the scope of the State Bar’s charter to include entities which may or may not have lawyer ownership or operational management and/or control
3. Recommendation: Entities can be composed of lawyers, non-lawyers or a combination of the two, however, regulation would be required and may differ depending on the structure of the entity
a. Parameters under which these entities will be permitted to operate
b. Regulatory scheme
c. Organization which will be responsible for regulating these individuals or entities
4. Recommendation: Non-lawyers will be authorized to offer limited legal services as an exemption to UPL with appropriate regulation
5. Recommendation: New models being proposed would include individuals and entities working for-profit and would not be limited to not for profits.
Closed Session

None*

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Angela Marlaud at (415) 538-2116. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

The notice and agenda is available at: http://board.calbar.ca.gov/Board.aspx
   
 
Close
A. Chair's Report:

Attachments:
None