Contents Acknowledgments xi Introduction by bsc16541

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									Contents

Acknowledgments ..........................................................................................xi

Introduction ................................................................................................ xiii

Sample Date-Stamped Letter ....................................................................xvii

About the Author ......................................................................................... xix

CHAPTER 1
Initial Client Contact .................................................................................... 1
     Letter to Prospective Client When No Appointment Is Made but
         Prospect Has Been Served with a Complaint ................................ 2
     Letter to Prospective Client When Appointment Has Been Made ..... 3
     Letter to Referral Source ........................................................................ 4

CHAPTER 2
Declination Letters ........................................................................................ 5
   Letter After Appointment When You Have Not Been Retained ......... 6
   Letter After Appointment When You Have Not Been Retained
       and an Action Is Pending ................................................................ 7

CHAPTER 3
Retention Letters and Employment Contracts ............................................ 9
    Transmittal Letter to Client—Short Version ........................................ 10
    Transmittal Letter to Client—Long Version ........................................ 11
    Transmittal Letter to Client—Retainer Already Paid ......................... 12
    Transmittal Letter to Client With Signed Contract ............................. 13
    Basic Divorce Employment Contract—Hourly Rates
        with Retainer .................................................................................. 14
    Basic Divorce Employment Contract—Fixed Fee for Specified
        Service ............................................................................................ 17

CHAPTER 4
Billing Letters .............................................................................................. 19
     Letter to Client—To Set Up Payment Plan ......................................... 20
     Letter to Client—Past Due Balance .................................................... 21
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     Letter    to Client—Set Up Evergreen Fund .......................................... 22
     Letter    to Client—Use of Retainer ........................................................ 23
     Letter    to Client About Fees When Client Drops Matter .................... 24
     Letter    to Client About Closed Checking Account ............................. 25
     Letter    to Third Party Who Paid Fees for Client .................................. 26
     Letter    to Client Who Has Questioned Fees ........................................ 27
     Letter    to Client to Pay an Expense Directly ....................................... 29
     Letter    to Client Requesting Additional Money for Expenses ........... 30

CHAPTER 5
Withdrawal ................................................................................................... 31
   Letter to Client that Attorney Is Withdrawing from
       Representation ................................................................................ 32
   To Client—Alternate Notice of Withdrawal ....................................... 33
   Formal Letter from Attorney to Client Withdrawing from
       Representation—Form Required in Georgia ............................... 34
   Letter from Former Counsel to New Counsel .................................... 35
   Transmittal Letter to Clerk with Substitution of Counsel Notice ..... 36
   Letter from New Attorney to Opposing Counsel ............................... 37
   Letter from Opposing Counsel to Newly Unrepresented
       Opposing Party ............................................................................... 38
   Letter Notifying Opposing Counsel of Withdrawal .......................... 39
   Letter to the Court Re: Withdrawal if No Petition Is Required ......... 40
   Letter from Opposing Counsel to Discharged Counsel .................... 41
   Letter to Opposing Counsel from Replacement Counsel ................. 42
   Letter from New Counsel to Discharged Counsel ............................. 43
   Letter to Client Re: File Transfer ......................................................... 44
   Letter from Former Attorney to Replacement Re: File Transfer ....... 45
   Transmittal Letter from Discharged Attorney to New Counsel
       with File .......................................................................................... 46
   Letter from Discharged Attorney to New Attorney ........................... 47

CHAPTER 6
Pleadings Transmittal Letters .................................................................... 49
    Transmittal Letter to Court Clerk ........................................................ 50
    Transmittal Letter to Client with Complaint and Discovery
        Pleadings ......................................................................................... 51
    Transmittal Letter with Answer and Discovery Received from
        Opposing Counsel ......................................................................... 53
    Transmittal Letter to Client with Draft of Answer, Counterclaim
        and Discovery Pleadings ............................................................... 54
    Transmittal Letter to Client with Answer and Discovery from
        Opposing Counsel ......................................................................... 56
    Transmittal Letter to Client with Draft of Answer—Short Version ... 57
    Letter to Unrepresented Defendant that Complaint Has
        Been Filed ....................................................................................... 58

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CHAPTER 7
Financial Affidavit ....................................................................................... 59
   Transmittal Letter to Client with Financial Affidavit ......................... 60
   Transmittal Letter to Client with Financial Affidavit from
       Opposing Party ............................................................................... 61

CHAPTER 8
Written Discovery ........................................................................................ 63
   Transmittal Letter to Client with Discovery Filed by Opposing
       Counsel ........................................................................................... 64
   Transmittal Letter to Client with Discovery Filed by Opposing
       Counsel—Short Version ................................................................ 65
   Transmittal Letter to Client with Opposing Party’s Discovery
       Responses ....................................................................................... 66
   Transmittal Letter to Client with Answer and Discovery from
       Opposing Counsel ......................................................................... 67
   Transmittal Letter to Client with Responses from Opposing Party .. 68
   Transmittal Letter to Client with Sketchy Discovery Responses ..... 69
   Letter to Client Reporting on Discovery Progress ............................. 70
   First Letter to Opposing Counsel Seeking Overdue Discovery
       Responses ....................................................................................... 71
   Letter to Opposing Counsel Re: Incomplete Discovery
       Responses ....................................................................................... 72
   Letter to Opposing Counsel Listing Missing Documents ................. 73
   Detailed Letter to Opposing Counsel Re: Missing Discovery .......... 74
   Perseverance—Another Letter to Opposing Counsel Re: Missing
       Discovery ........................................................................................ 76
   Letter to Opposing Counsel Re: Missing Discovery—Different
       Tack ................................................................................................. 77
   Response to Opposing Counsel in Discovery Battle ........................ 78
   Response to Opposing Counsel with Documents Ready ................. 79
   Transmittal Letter to Third Party with Discovery Subpoena ............ 80
   Letter to Counsel for Third Party Re: Subpoena for Production
       of Evidence ..................................................................................... 81
   Letter to Opposing Counsel Limiting Discovery ............................... 82
   Letter to Opposing Counsel Re: Document Production Problems .. 84
   Transmittal Letter to Opposing Counsel with Motion to
       Compel Discovery ......................................................................... 85
   Transmittal Letter to Opposing Counsel with Discovery
       Objections ....................................................................................... 86
   Letter to Opposing Counsel Re: Discovery Problems ...................... 87




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CHAPTER 9
Depositions .................................................................................................. 89
   Letter to Client Re: Request of Opposing Counsel for
       Deposition ...................................................................................... 90
   Short Letter to Client Re: Request of Opposing Counsel for
       Deposition ...................................................................................... 92
   Letter to Client Re: Depositions of Third Parties by Opponent ....... 93
   Transmittal Letter to Client with Deposition Transcript and
       Errata Sheet ..................................................................................... 94
   Letter to Court Reporter Confirming Deposition ............................... 95
   Transmittal of Notice of Deposition to Opposing Counsel .............. 96
   Letter to Opposing Counsel Scheduling Depositions of Parties ...... 97
   Letter to Opposing Counsel in Response to Notice of
       Deposition ...................................................................................... 98
   Letter to Opposing Counsel Scheduling Several Depositions .......... 99
   Letter to Opposing Counsel Confirming Several Depositions
       Plus Other Matters ........................................................................ 100
   Transmittal Letter to Third Party (Bank) with Subpoena for
       the Production of Evidence at a Deposition .............................. 102
   Transmittal Letter to Third Party (Credit Card Information)
       with Subpoena for the Production of Evidence at a
       Deposition .................................................................................... 103
   Transmittal Letter to Opposing Counsel Objecting to Third-Party
       Deposition Subpoena .................................................................. 104
   Response to Opposing Counsel and Objection to Third-Party
       Subpoena for the Production of Medical Evidence at a
       Deposition .................................................................................... 105
   Letter from Attorney for Third-Party Corporation Regarding
       Discovery Subpoena .................................................................... 106

CHAPTER 10
Scheduling Various Pretrial Matters ........................................................ 109
   Letter to Clerk Requesting Information for Filing Complaint in
       Local Court ................................................................................... 110
   Letter to Judge’s Secretary to Confirm That Hearing Has Been
       Scheduled ..................................................................................... 111
   Letter to Judge’s Secretary Requesting Case Be Stipulated to
       Trial Calendar ............................................................................... 112
   Letter to Judge to Remove Case from One Calendar and
       Specially Set on Another ............................................................. 113
   Letter to Remove Case from Calendar Because of Leave of
       Absence ........................................................................................ 114
   Letter to Clerk Confirming that Case Has Been Removed
       from One Calendar and Placed on Another .............................. 115
   Letter to Judge’s Secretary Specially Setting Case for Trial ........... 116


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     Letter to Court Asking for Continuance Because of
         Temporary Settlement .................................................................. 117
     Letter to Court Asking for Continuance Because of Illness ........... 118
     Letter Notifying Court that Attorney No Longer Represents
         Client ............................................................................................. 119
     Letter to Judge Requesting Continuance Because of a Leave
         of Absence .................................................................................... 120
     Letter to Judge Objecting to Opposing Counsel’s Request for
         Continuance ................................................................................. 121
     Conflict Letter When You Have to Be in More Than One Place
         at the Same Time .......................................................................... 122
     Notice of Leave of Absence .............................................................. 124
     Letter to Clerk for Leave of Absence ............................................... 125
     Notice of Leave of Absence .............................................................. 126

CHAPTER 11
Temporary Matters .................................................................................... 127
   Letter to Judge Asking that a Judge from Another Circuit Be
       Appointed ..................................................................................... 128
   Letter to Newly Appointed Judge ..................................................... 129
   Letter Notifying Judge that Contempt Matter Has Been
       Resolved ....................................................................................... 130
   Letter to Opposing Counsel with Problems ..................................... 131
   Letter Confirming Client Is Coming to Marital Residence to
       Retrieve Items .............................................................................. 132
   Letter to Judge Rescinding Waiver to Review Custody Report ..... 133
   Three Letters to Court Summarizing Closing Arguments for
       Parties After Temporary Modification Hearing ......................... 134
       1. Letter on Behalf of Defendant Arguing Why a
           Temporary Reduction in Support for Plaintiff Should
           Be Denied .............................................................................. 134
       2. Letter Summarizing Closing Argument for Plaintiff
           and Rebutting Defendant’s Closing Argument ................... 137
       3. Letter Regarding Defendant’s Final Word in Written
           Closing Argument for Defendant ......................................... 142
   Letter to Judge Explaining Why a Second Temporary Hearing
       Is Necessary ................................................................................. 144
   Transmittal Letter to Opposing Counsel with a Draft of
       an Order ........................................................................................ 146
   Transmittal Letter to Court with Order Drafted After Hearing ....... 147
   Transmittal Letter to Judge with Proposed Consent Order ............. 148
   Transmittal Letter to Client with Consent Order .............................. 149
   Transmittal Letter to Client with Consent Order .............................. 150
   Letter to Opposing Counsel Approving Temporary Order ............. 151
   Transmittal Letter to Client with Unfavorable Contempt Order ..... 152


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      Letter to Opposing Counsel Explaining Client’s Actions
          About Money/Assets ................................................................... 153
      Transmittal Letter to Client with Letter from Opposing
          Counsel ......................................................................................... 155
      Letter to Opposing Counsel Summarizing Temporary
          Settlement ..................................................................................... 156

CHAPTER 12
Mediation ................................................................................................... 157
   Letter to Client with General Explanation of Mediation ................. 158
   Letter to Opposing Counsel to Lay Groundwork for Mediation ... 160
   Letter to Client About Scheduling Mediation .................................. 161
   Letter to Opposing Counsel with Proposed Consent Order
       for Mediation ................................................................................ 162
   Letter to Mediator Confirming Mediation ........................................ 163
   Letter to Court Mediation Supervisor ............................................... 164

CHAPTER 13
Trial ............................................................................................................ 165
    Letter to Client to Contact Subpoenaed Witnesses .......................... 166
    Letter to Client with Affidavit Form .................................................. 167
    Transmittal Letter to Witness with Subpoena ................................... 168

CHAPTER 14
Settlements ................................................................................................. 171
    Settlement Offer to Opposing Counsel ............................................. 172
    Letter to Opposing Counsel with Settlement Proposal
        (Visitation Includes Jewish Holidays) ........................................ 175
    Letter to Opposing Counsel Proposing Partial Settlement—
        Financial Issues Only .................................................................. 179
    Letter to Opposing Counsel Disputing Terms of Proposed
        Temporary Order .......................................................................... 182
    Transmittal Letter to Client with Settlement Agreement ................. 185
    Transmittal Letter to Client with Draft of Agreement ...................... 186
    Example of a Settlement Agreement of Unmarried Parents
        with One Child—Bare Minimum ............................................... 187
    Example of Settlement—Extensive Visitation ................................. 191
    Example of Settlement Agreement—No Children .......................... 200
    Letter to Opposing Counsel Formally Rejecting Offer ................... 211
    Letter to Opposing Counsel Regarding Delayed Resolution ......... 212
    Letter to Opposing Counsel with Follow-Up Items ........................ 213




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CHAPTER 15
Closing Matters ......................................................................................... 215
   Letter to Get Information for Funds Transfer Under a
       Qualified Domestic Relations Order .......................................... 216
   Transmittal Letter for Qualified Domestic Relations Order ............ 217
   Final Summary Letter to Client ......................................................... 218
   Transmittal Letter to Opposing Counsel with Final Decree ............ 220
   Short Close-Out Letter to Client ........................................................ 221

CHAPTER 16
Prenuptial Agreements .............................................................................. 223
   Letter to Client with Overview of Proposed Prenuptial
       Agreement Prepared by Other Attorney .................................... 224
   Transmittal Letter to Client with Summary Overview of
       Proposed Prenuptial Agreement ................................................. 227




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