BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          AB 590                                                      
          Assemblymember Feuer                                        
          As Amended June 30, 2009
          Hearing Date: July 14, 2009                                 
          Business and Professions Code                               
          SK:jd                                                       
                                                                      

                                        SUBJECT
                                           
                                 Legal Aid; Pro Bono

                                      DESCRIPTION  

          This bill would prohibit the use of the term "legal aid" by any  
          entity unless the entity is a nonprofit organization that  
          provides civil legal services to the poor without charge.  This  
          bill would also prohibit any person from selling or charging a  
          fee for legal forms used in court proceedings that are created  
          by a legal aid organization, court, or state agency and  
          available to the public for free from that entity.  

          This bill would also state the intent of the Legislature to  
          encourage attorneys to make further efforts to meet their  
          professional responsibilities and other obligations by providing  
          pro bono legal services and financial support of nonprofit legal  
          organizations that provide free legal services to underserved  
          communities. 

                                      BACKGROUND  

          In 2007, the California Commission on Access to Justice  
          recommended in its Action Plan for Justice that legislation be  
          considered to regulate the use of the term "legal aid" to  
          address the problem of fraudulent legal aid businesses.  The  
          report stated: 

            When people are sued or need legal advice, they are commonly  
            directed to "legal aid" agencies in court forms and by court  
            staff, by information and referral lines, or by word of mouth.  
             Indigent people sued for eviction, divorce, debt collection,  
                                                                (more)



          AB 590 (Feuer)
          Page 2 of ?



            or car repossessions, believe that by contacting "legal aid"  
            they are reaching out to the proper agency that will assist  
            them for no or low fees.  Unfortunately, because the term  
            "legal aid" is not regulated, anyone can use it as part of  
            their business name.  The result is that unscrupulous people  
            create companies named "legal aid" and take advantage of the  
            widely held belief that "legal aid" is the place that  
            low-income people in legal need should turn to.  Other  
            vulnerable groups such as immigrants are similarly exploited,  
            both because they are often unfamiliar with the American legal  
            system and because they are unlikely to approach law  
            enforcement agencies  to report abuses.  These companies  
            defraud our state's most vulnerable populations at a very  
            precarious time in their lives.  They take large deposits and  
            fail to file responsive pleadings essential to protect  
            critical rights; they overcharge for services; and they charge  
            for services that could be obtained at no cost. 

            Currently, there is no way to control directory assistance  
            referrals to these "legal aid" listings, and even successful  
            lawsuits against these businesses only result in temporary  
            abatement, as they simply change the name and location of  
            their operations to continue these fraudulent practices.  . .  
            .  A statute limiting the use of the term "legal aid" to  
            nonprofit organizations that provide free or sliding scale  
            services to low-income, indigent, seniors, and people with  
            disabilities, would take the term "legal aid" out of the  
            public domain, thus restricting its use and making it easier  
            to prosecute fraudulent organizations.  As a result,  
            low-income Californians in need of legal services would be  
            able to clearly identify, and receive assistance from, legal  
            aid agencies protecting both consumers and legal aid programs  
            themselves.  

          In response to this recommendation, the Legislature passed AB  
          3050 (Jones) which, among other things, would have prohibited  
          the use of the term "legal aid" by any entity which was not a  
          nonprofit organization that provides legal services to the poor  
          for no charge.  AB 3050 was one of many bills vetoed by the  
          Governor because of the "historic delay in passing the 2008-2009  
          State Budget."  This year, both AB 663 by Assemblymember Jones  
          (which was approved by this Committee on June 23, 2009) and this  
          bill contain provisions addressing the fraudulent use of the  
          term "legal aid."  The bills are substantially similar although  
          this bill contains provisions addressing the sale of free legal  
          forms created by a legal aid organization, court, or public  
                                                                      



          AB 590 (Feuer)
          Page 3 of ?



          agency and the charging of fees for self-help services that are  
          otherwise available for free. 

                                CHANGES TO EXISTING LAW
           
          1.  Existing law  regulates immigration consultants and prohibits  
            them from literally translating, with the intent to mislead,  
            from English into another language, the words or titles,  
            including, but not limited to, "notary public," "notary,"  
            "licensed," "attorney," "lawyer," or any other terms that  
            imply that the person is an attorney, in any document, as  
            specified.  (Bus. & Prof. Code Sec. 22442.3.)
          
             This bill  would make it unlawful for any person or  
            organization to use the term "legal aid," "legal aide," or any  
            confusingly similar name in any firm name, trade name,  
            fictitious business name, or any other designation, or on any  
            advertisement, letterhead, business card, or sign, unless the  
            person or organization is a legal aid organization subject to  
            fair use principles for nominative, descriptive, or  
            noncommercial use.
             This bill  would provide that it is unlawful for any person to  
            sell or charge a fee for legal forms or other documents  
            created by a legal aid organization, court, or state agency  
            for use in a court action or proceeding if the form or  
            document is available to the public for free from that entity.  
             

             This bill  would provide that it is unlawful for any person to  
            assist or offer to assist in the provision of self-help  
            services for a fee if those services are provided without  
            charge by a court or legal aid organization. 
             
            This bill  would define "legal aid organization" to mean a  
            nonprofit organization that provides civil legal services for  
            the poor without charge.  
             
            This bill  would provide that any consumer injured by a  
            violation of its provisions may file a complaint and seek  
            injunctive relief, restitution, and damages in the superior  
            court of any county in which the defendant maintains an  
            office, advertises, or is listed in a telephone directory.  

             This bill  would provide that any person who violates its  
            provisions relating to legal aid organizations would be  
            subject to an injunction against further violations by a legal  
                                                                      



          AB 590 (Feuer)
          Page 4 of ?



            aid organization with an office in any county in which the  
            defendant maintains an office, advertises, or is listed in the  
            telephone directory.  This bill would provide that, in such an  
            action, it would not be necessary to allege or prove actual  
            damage to the plaintiff.  Irreparable harm and interim harm to  
            the plaintiff would be presumed.

             This bill  would provide that reasonable attorney's fees be  
            awarded to a prevailing plaintiff in any action brought under  
            the bill's provisions.  

          2.  Existing law  provides that it has been the tradition of those  
            learned in the law and licensed to practice law in this state  
            to provide voluntary pro bono legal services to those who  
            cannot afford the help of a lawyer; that every lawyer  
            authorized and privileged to practice law in California is  
            expected to make a contribution; that in some circumstances,  
            it may not be feasible for a lawyer to directly provide pro  
            bono services; and that in those circumstances, a lawyer may  
            instead fulfill his or her individual pro bono ethical  
            commitment, in part, by providing financial support to  
            organizations providing free legal services to persons of  
            limited means.  (Bus. & Prof. Code Sec. 6073.)

           Existing law  provides that a contract with the state for legal  
            services that exceeds $50,000 shall include a certification by  
            the contracting law firm that the firm agrees to make a good  
            faith effort to provide, during the duration of the contract,  
            a minimum number of hours of pro bono legal services during  
            each year of the contract and that failure to make a good  
            faith effort may be cause for nonrenewal of a state contract  
            for legal services, and may be taken into account when  
            determining the award of future contracts with the state for  
            legal services.  Existing law also provides that in awarding a  
            contract with the state for legal services that exceeds  
            $50,000, the awarding department shall consider the efforts of  
            a potential contracting law firm to provide, during the  
            12-month period prior to award of the contract, the minimum  
            number of hours of pro bono legal services.  (Bus. & Prof.  
            Code Sec. 6072.)

           This bill  would state that it is the intent of the Legislature  
            to encourage the legal profession to make further efforts to  
            meet its professional responsibilities and other obligations  
            by providing pro bono legal services and financial support of  
            nonprofit legal organizations that provide free legal services  
                                                                      



          AB 590 (Feuer)
          Page 5 of ?



            to underserved communities. 

                                        COMMENT
           
          1.  Stated need for the bill 
          
          The author explains that this bill is intended to carry out  
          recommendations of the California Commission on Access to  
          Justice and also notes that a "November 2005 informational  
          hearing jointly sponsored by the Assembly Judiciary Committee  
          and the Judicial Council touched on the issues of legal aid  
          fraud and the need for additional pro bono contributions to meet  
          the large and growing 'justice gap'."

          2.  This bill would restrict use of the term "legal aid;" similar  
            provisions exist in current law regulating immigration  
            consultants   

          As described above, this bill implements a 2007 recommendation  
          of the California Commission on Access to Justice to consider  
          legislation to regulate the use of the term "legal aid" to  
          address the problem of fraudulent "legal aid" businesses.  The  
          bill aims to address the harm caused when unscrupulous  
          individuals who create fraudulent "legal aid" companies defraud  
          low-income people in need by restricting the use of the term  
          "legal aid" to legal aid organizations.   

          The fraudulent use of the term "legal aid" also has impacts  
          beyond the harms directly inflicted on the people who seek these  
          services.  On this point, the report stated: 

            The harm caused by these fraudulent practices has consequences  
            far beyond the harm they directly inflict on the consumers who  
            employ their services.  By presenting themselves as "legal  
            aid" and then not fulfilling their promise and overcharging  
            clients, these businesses cause the public to distrust legal  
            aid agencies generally, not realizing that these for-profit  
            businesses are not true legal aid organizations.  This  
            distrust can have far reaching effects if the poor do not seek  
            the assistance of legal aid under the belief that it will cost  
            them money they do not have and will not adequately assist  
            them with their legal problems. 

          In its report, the Access Commission also noted that existing  
          law regulating immigration consultants contains similar  
          restrictions that limit how an immigration consultant may define  
                                                                      



          AB 590 (Feuer)
          Page 6 of ?



          himself or herself or describe the services he or she offers.   
          Specifically, current law provides that immigration consultants  
          may not literally translate, with the intent to mislead, from  
          English into another language, the words or titles, including,  
          but not limited to, "notary public," "notary," "licensed,"  
          "attorney," "lawyer," or any other terms that imply that the  
          person is an attorney, in any document, as specified.

          3.  Injunctive relief and other remedies provided under bill's  
            "legal aid" provisions  

          Under this bill, any person who violates its provisions relating  
          to legal aid organizations would be subject to an injunction  
          against further violations by a legal aid organization with an  
          office in any county in which the defendant maintains an office,  
          advertises, or is listed in the telephone directory.  The bill  
          would also provide that, in such an action, it would not be  
          necessary to allege or prove actual damage to the plaintiff, or  
          irreparable harm to the plaintiff.  Irreparable harm and interim  
          harm to the plaintiff would be presumed.  

          In the analysis of last year's AB 3050, which is substantially  
          similar to this bill, this committee noted that the general  
          standard employed by a court for providing injunctive relief is  
          whether the plaintiff is likely to prevail on the merits of the  
          case and whether there is a likelihood of irreparable harm in  
          the absence of the injunction.  By presuming irreparable harm  
          and interim harm, this bill would appear to set a different  
          standard for injunctive relief under its provisions.  Last year,  
          the committee analysis noted that the injunctive relief language  
          in AB 3050 was based on SB 1150 (Burton, Ch. 197, Stats. 2004),  
          which contained substantially similar injunctive relief  
          provisions concerning the names, trade names, logos, and tag  
          lines used in consumer solicitations for financial services from  
          anyone other than the lender.  (Bus. & Prof. Code Sec. 14704.)  

          In that case, the author and sponsor of SB 1150 argued that the  
          bill's departure from ordinary preliminary injunction law was  
          appropriate because it would help prevent harm to consumers.   
          (See Senate Judiciary Committee analysis, SB 1150, April 20,  
          2004.)  That same argument would apply here with respect to AB  
          590.  In addition, it is also likely that it would be very  
          difficult for a legal aid organization to meet the existing  
          standard in these cases because-as noted by the Access  
          Commission above-violations committed by an unscrupulous person  
          or business posing as a "legal aid" organization can cause  
                                                                      



          AB 590 (Feuer)
          Page 7 of ?



          public distrust of legal aid organizations in general, an  
          amorphous concept.  

          4.  Pro bono provisions  

          This bill would state the intent of the Legislature to encourage  
          attorneys to make further efforts to meet their professional  
          responsibilities and other obligations by providing pro bono  
          legal services and financial support of nonprofit legal  
          organizations that provide free legal services to underserved  
          communities.  The author's office indicates that this language  
          is intended to serve as a placeholder as the author works with  
          committee staff, the Access Commission, State Bar, Legal Aid  
          Association of California, the Judicial Council, and other  
          interested stakeholders to explore specific mechanisms to  
          promote these critical pro bono services and related financial  
          support of nonprofit legal organizations that provide free legal  
          services to underserved communities.   

          The Access Commission has also recommended measures to promote  
          pro bono by lawyers, noting:  

            Every year, tens of thousands of California lawyers provide  
            pro bono legal services in conjunction with over 100  
            California legal services programs or other public interest  
            groups.  They represent low-income families in child custody  
            and support, eviction, debt collection, bankruptcy,  
            immigration and other matters.  They litigate larger cases  
            seeking to redress widespread, systemic problems affecting the  
            poor.  They provide business law assistance to non-profit  
            organizations and micro-entrepreneurs.  They staff clinics at  
            senior centers, family resource centers and homeless shelters  
            where they offer brief advice, counsel and information.  They  
            assist in community education and outreach programs designed  
            to inform and enable low and moderate- income individuals to  
            resolve their own legal issues.  

            Pro bono has become such an important part of legal services  
            delivery in California that many legal services organizations  
            blend together the efforts of paid staff and pro bono  
            volunteers.  While the efforts of volunteer lawyers,  
            paralegals and law students will never fill all of the unmet  
            legal needs facing low and moderate-income Californians, they  
            are a crucial element in the network of attorney-staffed legal  
            services programs.  However, there remains significant  
            capacity for the legal community to provide more pro bono  
                                                                      



          AB 590 (Feuer)
          Page 8 of ?



            legal services.  Therefore, it is important that pro bono and  
            legal services programs have the resources to successfully  
            recruit, train, mobilize and mentor California pro bono  
            lawyers. 

          Existing law currently embraces the longstanding principle  
          contained in the American Bare Association's Model Rule 6.1 by  
          strongly encouraging lawyers to provide voluntary pro bono legal  
          services to those who cannot afford it and providing that a  
          lawyer may fulfill his or her ethical commitment to provide pro  
          bono services, in part, by providing financial support to  
          organizations providing free legal services to persons of  
          limited means.

          5.  Most recent amendments narrow bill  

          The most recent amendments to this bill delete the provisions  
          creating a pilot project to provide legal counsel to  
          unrepresented low-income parties in civil cases to be funded by  
          an increase in fees for certain civil law matters.  As a part of  
          a negotiated agreement with legislative and judicial leadership  
          to address how the judicial branch will absorb reductions of  
          general fund support, these provisions were deleted from the  
          bill, with the commitment that the pilot will be implemented in  
          two years pursuant to the agreement. 




          6.  Opposition by California Association of Collectors based on  
            language recently deleted from the bill  

          The committee received one letter of opposition to this bill.   
          The California Association of Collectors opposes the bill's fee  
          provisions.  As noted in Comment 5, however, the most recent  
          amendments deleted these provisions from the bill.  As a result,  
          it would appear that the association's concerns should be  
          addressed. 


           Support  : AIDS Legal Referral Panel; Bet Tzedek Legal Services;  
          California Advocates for Nursing Home Reform; California  
          Alliance for Retired Americans; California Commission on Access  
          to Justice; California Indian Legal Services; California Rural  
          Legal Assistance Foundation; Center for California Homeowner  
          Association Law; Central California Legal Services, Inc.; City  
                                                                      



          AB 590 (Feuer)
          Page 9 of ?



          of Santa Monica; Congress of California Seniors; Consumer  
          Attorneys of California; Disability Rights Education and Defense  
          Fund (DREDF); Inner City Law Center; Legal Aid Association of  
          California; Legal Aid Society of San Diego; Legal Services of  
          Northern California; Legal Services for Prisoners with Children;  
          Los Angeles Center for Law and Justice; Neighborhood Legal  
          Service of Los Angeles County; Public Advocates; Public Counsel;  
          Public Interest Clearinghouse; State Bar of California;  
          Watsonville Law Center; Western Center on Law and Poverty

           Opposition  : California Association of Collectors (See Comment 6)

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  AB 663 (Jones).  See Background. 

           Prior Legislation  :  AB 3050 (Jones, 2008).  See Background.

           Prior Vote  :

          Assembly Judiciary Committee (Ayes 7, Noes 2)
          Assembly Appropriations Committee (Ayes 12, Noes 5)
          Assembly Floor (Ayes 50, Noes 29)

                                   **************