4) Paralegal Cheri worked on the defense of Client Joe Thames. As part of that matter, Cheri
worked on restructuring Joe’s finances, creating trust funds for his children, and moving
some of his money to off-shore accounts. When Cheri moved to the Gnew Law Firm, she
participated in Gnew’s standard conflict check and discovered no potential conflicts. Some
months later, Gnew took on a new collection matter from Bank of West Virginia: Bank v. Joe
Thames. Cheri has not been assigned to the case and, in fact, doesn’t even work on the same
floor as the collection team at Gnew. What is Cheri’s obligation?
A) Cheri can but does not have to say anything about the conflict so long as she does not divulge
any confidential information about Joe.
B) Cheri should quit her job at Gnew before the whole firm is disqualified from the case.
C) Cheri must bring this information to her supervising lawyer even though she is not working
on the case because the law assumes that she will divulge confidential information that is
adverse to her former client.
D) Cheri should not say anything about the conflict because she was not assigned to the case.
5) Paralegal Timothy works for a sole practitioner whose primary practice is wills and trusts. As
a result, Timothy spends a great deal of his time with elderly people. Timothy is a sweet and
helpful boy. He runs errands for many clients, and helps them in many other ways. As a
result, more than one client has offered to leave Timothy money in his/her will. Timothy
A) should never encourage or permit this practice because gifts from clients create conflicts of
interest.
B) can accept any gift that is less than $1000.
C) can accept small gifts from clients.
D) can accept any gift from a client.
6) Paralegal Patty has been working in the corporate department of the law firm of Tan & Lee
for several years. Her job includes attending board meetings for some of the corporations,
writing corporate minutes, and keeping the corporate minute books up to date. Over the
years, she has come to know many of the corporate officers very well. When one of these
officers asks Patty to change some of the facts in one set of corporate minutes, Patty should
A) go ahead and make the change because the corporate officer is the client and has the
authority to make the change.
B) get permission from the President of the Board because the president is the “real client.”
C) make the change because the corporate officer is the “real client”
D) not make the change without a vote from the entire Board because the corporation is the
client.