OBLIC news, events and updates.

Keep up-to-date on what's going on with the Ohio Bar Liability Insurance Company.
Can my firm charge interest on past-due balances?
Posted on June 12th, 2024

It’s our general recommendation that attorneys implement billing practices that prevent past due balances to the extent possible. Charging sufficient retainers, implementing recurring payments to help clients avoid large bills or infeasible retainer replenishment requests, and periodically reviewing accounts with office staff are all proactive practices that can mitigate delinquent receivables. We encourage you to […]

Spotting Medicaid Issues, Part II: Guardians Timely Applying for Medicaid
Posted on June 6th, 2024

OBLIC is seeing an increasing trend in activity by care facilities seeking to surcharge a ward’s guardian for delay or alleged errors in filing Medicaid applications for the ward. Attorneys serving as guardians should be aware of the nursing home’s standing as an interested party when filing the final account.   Guardians need to pay attention […]

Spotting Medicaid Issues, Part I: Ohio Medicaid Estate Recovery
Posted on May 30th, 2024

The Ohio Medicaid Estate Recovery program seeks repayment for the cost of Medicaid benefits after the death of an individual who received Medicaid benefits. All the real and personal property owned by the Medicaid recipient at the time of death is subject to Medicaid recovery, regardless of whether it passed through probate court or not.  […]

An Ounce of Prevention: Planning Ahead with Disability Insurance
Posted on May 22nd, 2024

If you’re in private practice, you may have noticed new questions when you renewed your Ohio attorney registration last year. Amendments to Gov. Bar Rule VI, adopted in 2023, will be formally effective January 1, 2025. In part, these amendments require many attorneys to provide additional information to the Ohio Supreme Court at the time […]

What’s in a name? Rules for Firm Names and Letterheads
Posted on May 9th, 2024

This week we continue our discussion of the Ohio Rules of Professional Conduct Section VII. Information about Legal Services by looking at Prof.Cond.R. 7.5 Firm Names and Letterhead. OBLIC’s Loss Prevention Hotline often gets questions on the topic of law firm names including use of trade names and use of a retired or deceased partner’s […]

Legal Advertising: 10 Ethical Tips for Success
Posted on May 1st, 2024

Triplines, landmines, and trap doors? Advertising legal services may seem fraught with peril. This week, we’re neutralizing the hazard with 10 tips for effectively and ethically advertising legal services in Ohio: Start with the Rules: Familiarize yourself with the Ohio Rules of Professional Conduct: Rules 7.1, 7.2, 7.3, and (new) Rule 7.4. These rules lay […]

Current Developments: CTA, Fee Agreements, and Avoiding Conflicts of Interest
Posted on April 25th, 2024

This OBLIC Alert brings you three important developments for several areas of practice. CTA Updates from FinCEN Ohio Board of Professional Conduct Opinion 2024 -03 on Fee Agreements ABA Formal Opinion 510 on Avoiding Imputation of Conflicts of Interest CTA Updates from FinCEN On April 18, 2024, FinCEN updated its Beneficial Ownership Information Frequently Asked Questions […]

Breaking Up is Hard to Do: Terminating Representation
Posted on April 9th, 2024

Just like Linda Ronstadt crooned, sometimes when they’re “No Good,” it’s time to end or avoid the relationship. If you’ve made that difficult decision, here are some best practices told through some of our favorite breakup songs to help guide you in declining and terminating representation of clients.   “You Oughta Know” whether representation is impermissible  […]

CTA UPDATE: Additional Resources
Posted on April 3rd, 2024

OBLIC continues to provide updated information and answer your questions on CTA. Beginning in December 2023, we informed that  the Corporate Transparency Act launches January 1, 2024, what it requires and guidance on some practice considerations. In our January 2024 OBLIC Alert- Your Hotline Questions: CTA, we looked at whether a law firm has to […]

Duty to Report
Posted on March 14th, 2024

Questions to the OBLIC Hotline frequently involve a lawyer’s duty to report. These inquiries generally ask whether there is a duty to report a:   Claim or potential claim  Disciplinary matter  Abuse   Let’s discuss each of these!   Duty to report a claim or potential claim    VI. Notice of Claim or Suit, or Potential Claims of […]