Who Gets To Sit In With The Client And The Attorney: Third Party Influencers In The Case

by | Dec 31, 2019 | Divorce, Mediation

As a matter of law, a party to a domestic violence proceeding is entitled to have a “support person” with him or her at the table. When an adult retains counsel, frequently she brings someone along, a friend, parent or significant other. While this might be a great idea in theory, in practice it can become a nightmare. 

Clients get what is termed the “attorney-client privilege” every time they retain an attorney to represent them. This means that everything they share with the attorney is protected from disclosure. The attorney may not reveal client confidences under any circumstances in the pending proceeding.

The person who “owns” the privilege is the client: only she can waive it. It is waived, however, when the client allows persons not attorneys (or the attorney’s staff) to participate in attorney-client meetings or communications. This means that if your mom comes with you and pays the retainer, ostensibly, opposing counsel could subpoena Mom to testify about what you discussed with your lawyer. It may not be relevant, and most certainly would be objected to, but having an extra set of ears voids the privilege.

The real problem, however, especially when the third party is funding the litigation is: Who calls the shots? The Client? The Third Party? The Lawyer?

Anyone who is paying money for services generally wants a say in how those services are administered. That means that although the client must make decisions that affect him personally, he may be unduly influenced by the person paying the fees (who thinks he doesn’t know what’s good for him). This is problematic not only in terms of attorney-client privilege, but just try and get an answer out of a client who is not paying for the attorney personally when his lender is sitting there. Nothing gets accomplished by committee, but by having third party funding in the attorney-client loop creates one for the litigation.

Ask any attorney who has had to take the call from “the money” side of a case, who felt that fees were too high, costs to extraordinary or results that were sub-par – all of these come from the discussions had between client and the money source. The client wants to get results. The source wants to stop the outflow of cash. The attorney wants to get paid. No one is happy.

The solution is to know, before you leap, what your litigation might cost. Simplistically, in the Counties I have practiced, the average cost of a motion is about 10 hours’ worth of work, or $3,500.  If it doesn’t resolve the first time, it may require further efforts, ergo, more money. This is why a lot of attorneys charge $5,000 as the initial retainer: it gets you into court and maybe, support until the whole thing is finished. Realistically, though, most attorney-represented dissolutions, even the very amicable, agree-upon-everything kind, cost about $10,000 to complete from filing to judgment, sometimes less. You should get back whatever amount of your retainer that your attorney has not spent on your behalf.

The school solution is to borrow enough to get started and support yourself in the process until support starts being paid (it will take at least six weeks assuming the payor pays it under an order; if you have to collect it, it may take longer).

Another alternative, if you have children requiring support, either under age 18 or 19 and still in school, or adult special needs kids, go online, type “DCSS” and open up a case with the County to collect support for you. This is a free service and is ironclad in terms of finding the money, be it wages, unemployment benefits, tax refunds, stocks, bonds, anything that can be attached. The individuals working with the Department of Child Support Services (hence “DCSS”) are skilled and devoted attorneys, social workers, commissioners and judges. They are tireless in their duties to help families in need and you will not find any better representation on the planet. And it’s free! Repeat, F-R-E-E!

Finally, when someone is paying your way, there is a tendency to take their generosity for granted. Divorce is good people at their worst. It’s easy to forget that while it may be hard on you, it’s costing a lot on your behalf. Your attorney and your funder are invested in your success. Keep that in mind because the money you have had to borrow should be repaid when your divorce is over. Attorney fees and costs are a line item in every settlement: they should be borne equally between the parties, so keep track of what you have borrowed and to whom it is owed, even if it’s a balance transfer on a credit card.

The bottom line is that the client calls the shots in the case. The lawyer follows the client’s directives. If you feel that financing the endeavor entitles your third party to a voice, it’s best to make sure everyone agrees and if not, keep looking until you find a fit for all parties concerned.

Tammy J. Mercado

Tammy J. Mercado has a passion for helping her clients achieve their desired results. She listens and she personally and promptly responds to your texts, emails and phone calls. She offers real solutions to your legal matters. Tammy will carefully evaluate the legal issues in your case, provide you with sound advice and offer you the pros and cons of each possible scenario so you can meet your legal objectives. She encourages clients to participate in their own matters. Tammy believes that client participation is key to a positive result and to keeping attorney fees as low as possible. You can be sure that she will offer you straightforward, sound and honest advice in a professional manner, with integrity and excellence.

Before opening her own law practice, Tammy worked for many high-volume law firms. This gave her extensive, diversified experience in hundreds of complex family law cases as well as civil matters. She is admitted to practice law before all courts in California and the United States District Court for the Northern District of California. She is also a member of the American Bar Association, the Contra Costa Bar Association, the Alameda County Bar Association and the Bar Association of San Francisco. Tammy is also a member of the Rotary Club of Danville.

Tammy is a graduate of John F. Kennedy School of Law and holds a Bachelor of Science in business management from the University of Phoenix. Tammy is also a licensed real estate broker, which comes in handy for valuing property in family law cases as well as real estate matters in the civil arena.

During her off time, Tammy is an avid sailor who crews and races on various boats in the San Francisco Bay. Tammy approaches each case as she would any yacht race: by assessing the other’s strengths, weaknesses, experience, equipment, history and reputation. She is a member of the American Sailing Association, and she is a certified Coast Guard Auxiliary member.

HONORS AND AWARDS
Tammy was selected to receive the prestigious “Business Person of the Year” Award in 2017 for the San Ramon Chamber of Commerce.

Tammy is currently serving as Danville Rotary President for 2017 through 2019.

Mary C. Whipple, CFLS

Mary C. Whipple opened her first law practice in the summer of 2008. She previously was an associate attorney at the Law Office of Cummins & Holmes, a full-service civil litigation law firm in San Ramon. The majority of her experience is in family law, which includes divorce, custody, support, prenuptial agreements and domestic-violence restraining orders. Certified by the California State Bar’s Board of Legal Specialization, she is a specialist in the area of family law. Mary has also represented clients in a variety of non-family-law cases, including juvenile dependency, probate, breach of contract and employment disputes, to name a few.

Mary also previously worked as a contract attorney for O’Melveny & Meyers in San Francisco while simultaneously volunteering at the Bar Association of San Francisco’s Volunteer Legal Services Program, representing defendants in unlawful detainer actions. The program acknowledged Mary with an Outstanding Volunteer in Public Service Award in 2006 for her efforts in providing access to justice.

A seventh-generation Californian, Mary is a graduate of Loyola University Chicago School of Law. She earned her Bachelor of Science in criminology at Southern Oregon University in Ashland, Oregon. She is a member of the State Bar of California, the Alameda County Bar Association, and the Contra Costa County Bar Association.

In addition, Mary is active in her community as a member of the Ambassador’s Committee for the San Ramon Chamber of Commerce; a volunteer at the Contra Costa County and Alameda County Superior Courts, where she assists self-represented litigants in completing their divorces; and a member of Divorce Angel, where she provides information regarding family law matters to members of the community. Since 2007 she has been a volunteer judge for Alameda and Contra Costa County’s Annual High School Moot Court Competition. She is also a member of the Danville/Sycamore Valley Rotary Club. She was awarded the San Ramon Chamber of Commerce 2012 Business Person of the Year; and a graduate of the 2012 class of Leadership San Ramon Valley.

CERTIFIED LEGAL SPECIALTIES
Certified Specialist in Family Law by the State Bar of California Board of Legal Specialization