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State Bar Emeritus Rules Encourage Pro bono

Stephanie Edelstein

ABA Commission on Legal Problems of the Elderly

(202) 662-8694

sedelstein@staff.abanet.org


Across the nation, lawyers whose careers have ranged from solo to large firms, from corporate to government work, from the judiciary to the academic world, are contributing their time and talent to the provision of legal services to low income and older persons in their communities. However, unlike lawyers who engage in traditional pro bono, retired lawyers may face some additional challenges, which state bar rules have been attempting to address.


In traditional pro bono representation, requests for assistance are screened by the local bar association or legal services program's pro bono coordinator. If the prospective client meets eligibility guidelines and the case is within the program's priorities, the matter is referred to a volunteer lawyer practicing in the community, who assumes full responsibility for the case from beginning to end. The volunteer utilizes his or her own office and support staff, and is covered by his or her own malpractice insurance.


Many senior lawyers are unable to participate in traditional pro bono activities because they no longer have an office or support staff, they have not maintained active bar status, or they have retired to a state in which they are not licensed. Recognizing this, several states have modified their practice rules to permit retired lawyers to engage in pro bono activities under certain circumstances. Emeritus rules allow retirees who are not active members of the bars of those states to practice law, on condition that they only do pro bono work, usually under the auspices of an approved legal services program. States with pro bono Emeritus rules include Arizona, California, Delaware, Florida, Georgia, Idaho, South Carolina, Texas, and Washington. Other states are considering such a rule.


True Emeritus rules are intended to promote pro bono practice by retired lawyers. Their goals are different from pro hoc vice rules that permit lawyers to enter their appearance in single cases, in jurisdictions in which they are not licensed. And they are significantly more expansive than rules that simply waive mandatory dues or client security trust fund fees for lawyers who have retired from practice (see, e.g., Nebraska, New York, or Wisconsin rules).


Emeritus rules may have a common goal, but they vary somewhat from state to state. For example, California, Delaware, and Georgia limit eligibility to those who are licensed in the particular state, while Arizona, Florida, Idaho, South Carolina and Texas apply also to lawyers licensed in other states. States may limit the program to lawyers who meet age and practice requirements. Some states waive mandatory dues; others simply reduce the obligation.



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