Legal Ethics

In re Greer — Study Notes

In re Greer, 2023 XYZ 456 (State Supreme Court)

Study notes for In re Greer: professor notes, cold call prep, exam angles, and memory aids.

A lawyer must take reasonable steps to protect a client with diminished capacity and ensure that their decisions are made with informed consent.
Professor Notes

In re Greer is pivotal in understanding a lawyer's responsibilities when representing clients who may have diminished mental capacity. The case underscores the critical importance of assessing a client's competence and taking necessary actions when concerns arise. Attorney Greer failed to engage in sufficient inquiry regarding Mr. Thatcher's capacity and subsequently neglected to secure informed consent for the legal transaction, thereby violating ethical standards and placing undue risk on the client's interests.

This case prompts discussions on the ethical balance between respecting client autonomy and ensuring informed decision-making. Professors may highlight the importance of continuous assessment and intervention strategies in such situations to protect vulnerable clients from potential exploitation or harm. Such discussions will likely touch upon the Model Rules of Professional Conduct, particularly the rules surrounding client capacity and the duty to act with competence and diligence.

Cold Call Prep
  1. 1What steps should a lawyer take when they suspect a client has diminished capacity?
  2. 2Explain the ethical implications of proceeding with a transaction when a client may not fully understand the terms.
  3. 3How does 'In re Greer' relate to the Model Rules of Professional Conduct?
  4. 4Discuss the consequences that attorneys may face for violating ethical obligations when dealing with vulnerable clients.
  5. 5What role does informed consent play in the context of representation for clients with diminished capacity?
Mnemonic Device

CAPACITY: Competence Assessment, Protect Autonomy, Take Informed consent, Act judiciously, Continuously evaluate, Timely intervention, Yield compliance.

Distinguish From
CaseDistinction
In re LelandIn re Leland involved a client with clear capacity issues who had designated a power of attorney, indicating a structured support for decision-making, unlike Mr. Thatcher's situation.
Smith v. State BarSmith v. State Bar dealt with adequate representation and professional diligence but did not specifically center on the issue of diminished capacity.
Policy Arguments

For the Rule

Protecting clients with diminished capacity ensures ethical integrity within the legal profession and maintains public trust.

Against the Rule

Imposing strict obligations may hinder attorneys from accepting clients who require representation, thus reducing access to legal services.

Class Discussion Points
  • Assess the implications of diminished capacity on attorney-client relationships.
  • Discuss the balance between client autonomy and protection in legal representation.
  • Evaluate the effectiveness of the existing ethical rules in preventing exploitation of vulnerable clients.
Exam Angle

In exams, this case may be used to evaluate a student's understanding of a lawyer's ethical responsibilities and the specific actions required when a client is suspected of having diminished capacity.

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