"The Trial Lawyer Protection Packet is an excellent source of information and practical tools to navigate trial lawyers' sometimes overlooked ethical obligations on specialty subjects like tax, Medicare, and financial planning."

– Sheila Blackford, Ethics Lawyer, Oregon, Former Editor-in-Chief of ABA's Law Practice Magazine

"Too often, personal injury lawyers don't tell clients everything needed to make good decisions on specialty subjects like tax, finance, and government benefits. But ethical rules require that lawyers do so, or that they obtain their clients' informed consent not to do so. These practical templates assist trial lawyers who don’t offer specialized advice on tax, finance, and government benefits to fulfill their ethical duties and ensure that their clients can make sound choices in a timely manner."

– Arden Olson, Ethics Lawyer, Oregon, Former Member of the ABA’s Committee on Ethics & Professional Responsibility, Current Director of the Association of Professional Responsibility Lawyers
(paid for independent review)

"I've defended personal injury lawyers against malpractice claims resulting from their engagement not properly excluding advice on tax and other specialized subjects. While I don't endorse products, it's great to see professionals working to address these issues."

– John Strait, Ethics Lawyer, Washington, Washington Supreme Court's Judicial Ethics Advisory Committee

"I can't recommend this Packet enough. Perfect for every personal injury lawyer."

– Leland Dempsey, Trial Lawyer, Missouri, Former Member of the AAJ's Board of Governors

"Really good - scared me though. I need to get the Protection Packet into my fee agreement."

– Tom D'Amore, Trial Lawyer, Oregon, Member of the AAJ's Executive Committee

"Very impressive. Useful and easy to implement. I immediately updated our engagement agreement to reflect these best practices."

– Brent Barton, Trial Lawyer, Oregon, Co-Chair of Oregon Trial Lawyer Association's Professional Negligence Section, Recognized by Super Lawyers®

"This is incredible, superb - a great device, and worth every penny..."

– Larry Cohen, Trial Lawyer, Arizona, Recognized by Super Lawyers®

"A long overdue and practical solution to protecting personal injury plaintiffs and avoiding the all-too-real risk of attorney malpractice exposure."

– Dan Hindert, Trial Lawyer, Utah, Co-Author of Structured Settlements Treatise, AV Preeminent® Lawyer

"Exactly what the trial bar needs to keep specialized advice (and liability) out of our engagements."

– Eddie Stone, Trial Lawyer, New York

"A real service to the plaintiff bar. It's amazing how few of us know about these issues and malpractice traps. Documents like these should be part of every firm's intake process. Thank you!"

– Joe Lavelle, Trial Lawyer, California, AV Preeminent® Lawyer, CASD Outstanding Trial Lawyer

"I hate dealing with this stuff. It's my least favorite part of the job. But it is also one of the most important. I think your forms are right on."

– Josh Lamborn, Trial Lawyer, Oregon, Recognized by Super Lawyers®

"This is incredibly useful information that can be incorporated into fee agreements in every personal injury attorney's practice."

– Matthew Kaplan, Trial Lawyer, Oregon, AV Preeminent® Lawyer

"It's obvious that our intake documents have been woefully inadequate in advising clients on these critical issues. I simply didn't have the expertise to draft these myself and am so glad to start using them. Thank you for making it easy to get our clients the right advice!"

– Rachel O'Neal, Trial Lawyer, Oregon, Recognized by Super Lawyers®

"Brilliant and in plain English! Great for seasoned PI lawyers and newbies alike."

– Nik Yanchar, Trial Lawyer, Oregon