Valuable resources for
our valued policyholders.

Below are articles, presentations and other resources that we found to be insightful and think could be incredibly helpful for our current policyholders.
Office Sharing Caveat
Posted on April 26th, 2016

A recent decision from the U.S. District Court M.D. Tenn., highlights the importance of following the Rules of Professional Conduct regarding the name of a lawyer’s practice and the need for clarity in choosing the proper entity through which to practice.  In this case, the office sharing lawyers practiced under a name that listed their […]

OBLIC Golfing for Greatness Fundraiser
Posted on April 22nd, 2016

OBLIC to host its 3rd Annual Golfing for Greatness golf outing on August 29, 2016 at Kinsale Golf & Fitness Club in Powell, OH. Save the date and click here for more information!  

Advisory Opinion On Lawyer’s Duty To Report Another Lawyer’s Misconduct
Posted on April 19th, 2016

The Board of Professional Conduct recently released an advisory opinion about a lawyer’s duty to report unprivileged knowledge of another lawyer’s misconduct.  With the release of Opinion 2016-2, the Board withdrew Advisory Opinion 1990-1.  The Opinion discusses Ohio Rules of Professional Conduct 8.3 and 1.6.  Click here to read Opinion 2016-2. If you have additional questions […]

Punitive Damages Award Can Be Imposed on Estate of Tortfeasor
Posted on April 5th, 2016

In an Opinion written by Chief Justice O’Connor, the Ohio Supreme Court held that where liability has been determined while the tortfeasor was alive, punitive damages are available to the plaintiff after the tortfeasor’s death and may be imposed against the tortfeasor’s estate.  Click here to read Whetstone v Binner. Gretchen Koehler Mote Director of Loss […]

Emeritus Pro Bono Attorney Registration
Posted on March 31st, 2016

The Ohio Supreme Court announced that, effective September 15, 2016, Ohio will have a new attorney registration status, “Emeritus Pro Bono Attorney.” Click here to read the full text of the rule change  https://www.oblic.com/wp-content/uploads/2016/03/Emeritus-Pro-Bono-Attorney-Final.pdf Gretchen Koehler Mote Director of Loss Prevention Ohio Bar Liability Insurance Company Phone No.: 614.572.0620 www.oblic.com

Ohio Ethics Guide on Client File Retention
Posted on March 31st, 2016

The Board of Professional Conduct of the Ohio Supreme Court issued the Ohio Ethics Guide on Client File Retention on March 18, 2016   To access this Ethics Guide click here http://www.supremecourt.ohio.gov/Boards/BOC/ethicsGuides/2016/ClientFileRetention.pdf. To learn more about Client File Retention, plan to attend the session FuturePlan: Template for Succession Plan on Friday, April 29, 2016 at the […]

Appellate Court Addresses Disqualification Issue for Probate Attorney
Posted on March 31st, 2016

The 8th District Court of Appeals recently reversed and remanded the decision of probate court to disqualify an attorney from representing the former executor of estate in complaint for concealment filed by successor administrator.  Click here to read the decision 2016-Ohio-934. Gretchen Koehler Mote Director of Loss Prevention Ohio Bar Liability Insurance Company Phone No.: 614.572.0620 www.oblic.com

Sixth District Decision on Cognizable Event
Posted on March 8th, 2016

The Sixth District Court of Appeals in Lucas County recently affirmed the decision of the trial court finding that the statute of limitations barred appellant’s action for professional malpractice.  Citing Zimmie v. Calfee, Halter and Griswold, the court held that the cognizable event occurred when the appellant filed his motion to vacate his sentence based […]

New Advisory Opinion on Flat Fee Agreements
Posted on March 1st, 2016

The Board of Professional Conduct of the Supreme Court of Ohio recently issued Opinion 2016-1 which addresses flat fee agreements.  Click here to read Opinion 2016-1. If you have any questions, please feel free to contact: Gretchen Koehler Mote Director of Loss Prevention Ohio Bar Liability Insurance Company Phone No.: 614.572.0620

OBLIC is Here to Help!
Posted on February 23rd, 2016

As an OBLIC insured attorney, what do you do if you discover a potential error in handling a client matter? Contact OBLIC immediately! The OBLIC Ethics and Loss Prevention Hotline can assist with: Possible “claim repair” service What to say to your client Ethics issues Suggestions to prevent such occurrences in the future Don’t wait […]