Your legal assistant gets a phone call, which goes something like:
“Hello, my name is Lady Gaga. My mother needs a Will. She’s been a bit sick and has trouble hearing. My sister and I want to bring my mother in to see the lawyer. How much will the lawyer charge? When can we come in to see the lawyer?”
Your assistant tells the caller they can come in next Monday at 3 pm. She takes down the client’s name and phone number, thanks her, and hangs up.
So… who is the client? How did the assistant do?
How do you avoid or minimize a mess – malpractice, grievance, unhappy client and lawyer?
Even experienced elder law attorneys grapple with this question in their practice.
Kathryn Cook DeAngelo, Esq., CELA, Kathryn Cook DeAngelo graduated magna cum laude from North Carolina Central University School of Law, Durham, NC, in May, 1984. After graduation, she served as law clerk to Henry E. Frye, former Justice and Chief Justice of the North Carolina Supreme Court.
Kathryn has been a member of the National Academy of Elder Law Attorneys (NAELA) since 1991. In April 1995, Kathryn was the first attorney in South Carolina to become Certified as an Elder Law Attorney by the National Elder Law Foundation [NELF] after successfully passing the first examination administered in November 1994 and completing other ABA-approved requirements for the specialty certification. In November 2009, Kathryn was among twelve (12) North Carolina attorneys to become the first to be certified by the North Carolina State Board of Legal Specialization as a specialist in elder law. Kathryn was honored to receive the 2016 South Carolina Leadership in Law Award. She also has an AV® Peer Review Rating from Martindale-Hubbell. Kathryn has been a contributing author for the book, “A Practical Guide to Elder and Special Needs Law in South Carolina,” recognized as a comprehensive and practice resource for attorneys who advise older clients. Franchelle C. Millender (Principal Author and Editor), A Practical Guide to Elder and Special Needs Law in South Carolina, Copyright SC Bar- CLE Division (2020). In September 2019, Kathryn closed her law office in Surfside Beach, SC, and moved to Charlotte, NC, to be closer to her son and other family. She plans to stay connected with the legal community and hopes to serve in a part-time position in the law profession.
The views and opinions are not necessarily those of the 26th Judicial District Bar.
Cosmetic Changes Approved by Executive Committee April 23, 2015
Approved by Board of Directors January 24, 2013
Registration refunds are 1) 100% refundable for requests made 8 or more days before the event; 2) 75% refundable for requests made 7 to 4 days before the event (a 25% processing fee will be incurred); and 3) non-refundable for requests made 3 days or less before the event. Registrants requesting refunds 3 days or less before the event may be offered the option to transfer the registration to a substitute attendee. Payment is due in full if no cancellation is received or if cancellation is received 3 days or less in advance of event.
Reservations are not guaranteed if received less than 24 hours prior to the event. Registrations at the event door will be accepted on a space available basis--additional charges may apply. For some events, food or beverage is not guaranteed for last-minute registrants.
A sponsorship and/or advertisement refund will only be granted in the case that the Mecklenburg County Bar (MCB) does not fulfill the commitment(s) stated in the signed "Sponsorship/Advertisement Agreement".
Refunds on any fees paid to the MCB Lawyer Referral Service (LRS) are subject to the specifications of the MCB LRS Guidelines.
Exceptions or requests for refunds not covered by the above registration refund policy may be considered for approval by the MCB Executive Director or his or her designee.