Informal Opinion Number: 950026
QUESTION: Attorney owns an interest in Corporation A. Attorney and Corporation A will share a suite of offices. Corporation A will be operated completely separately and with proper designation. Attorney will only minimally be involved in the day to day operation of the corporation. Attorney B who also owns an interest will be involved in the day to day operation and will also share the office space. ANSWER: This arrangement would not violate Rule 4 dash–5.4. The attorneys would have to make full disclosure any time they would refer a client to the corporation. Additionally, it would constitute prohibited “in person” solicitation for the corporation to make referrals to either attorney. The attorneys must also make certain that all information related to their clients is secure from access by anyone who shares space in the suite of offices who is not part of the attorney´s firm.
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