Author: Caroline Recupero

Lewis & Llewellyn is pleased to announce that Paul Llewellyn’s debut book, Unshackled: Reimagining the Practice of Law is now available for purchase on Amazon!  For the first week only, we have set the Kindle price at just $0.99 for friends of the firm.

A must-read for every lawyer, aspiring lawyer, or those simply interested in the legal profession, Unshackled is a call to action for establishing a more service-oriented and satisfying profession.  From how we train lawyers and bill hours to how we service clients and market ourselves, the legal system is long overdue for a wake-up call.  After practicing criminal and civil law in England and California, Paul brings a unique perspective to an age-old problem: how to update an outdated system.  In Unshackled, Paul reimagines the practice of law as a more humane and human-centered career, presenting a practical plan for improving the lives of lawyers and their clients.  Learn more at www.unshackledlaw.com.

Get your copy of Unshackled on Amazon now.

Last week the Lewis & Llewellyn team gathered in San Francisco for our annual holiday party, and we were reminded once again how fortunate we are to work with such an incredible group of people.  We are grateful to have had so many opportunities to spend time together in 2022, and we look forward to many more in 2023.  We wish you all a very happy holiday season and a joyous new year!

A former financial adviser at Fidelity Brokerage Services violated his agreement by soliciting former clients upon moving to J.P. Morgan Securities, a California federal judge ruled.  Brett Rocine, who transitioned to J.P. Morgan from Fidelity, claimed innocence, yet the judge deemed his actions disingenuous, issuing a temporary restraining order to halt the use of Fidelity’s customer information, initiating an expedited arbitration process.  Marc R. Lewis and Ryan B. Erickson of the Lewis & Llewellyn team represent Fidelity.

Fidelity’s success in court showcased Rocine’s breach of contract, prompting orders for the return of confidential information and setting the stage for legal proceedings in the Northern District of California.  Check out the article from Law360 below to learn more.

Adviser’s Calls To Ex-Clients Breached Contract, Judge Says – Law360