1,

Matter 002 is ongoing. Held in trust account $1,200. You have completed several steps in the proceeding, including the settlement conference. To date, your legal services total $850.00 including HST. A trial date has been set for four months. For the trial, you will need to interview and obtain statements from three witnesses for your client and serve a summons upon an opposing party's witness whom you wish to cross-examine. You will also require an expert's report which will cost $500.00. What are your next steps?

2,

You have completed legal services in Matter 001 for Client A.(held in trust $500) The total fees, disbursements and HST is $650.00. Can you pay this amount from the trust? Briefly explain.

3,

Mr. Brown arranges to meet with you about a legal issue. He is accompanied to the initial consultation by his neighbour, Mr. Pink. Throughout the consultation, Mr. Pink takes a very active role, interrupting Mr. Brown when he is talking, reminding Mr. Brown of details he has forgotten, asking you questions, and so on. Mr. Pink appears to have some legal issues in common with those of Mr. Brown.

What issues are raised by Mr. Pink's conduct? (Cite the applicable authority to support your answer)

4,

Tirth is an acquaintance from your neighbourhood. He has contacted you to ask if you would preparing Defence on his behalf in a Small Claims Court matter. He was served with a Plaintiff's Claim over a week ago. He is now heading off on business for ten days and will not have time to meet the filing deadline. However, he intends to self-represent in the matter moving forward.

What must you do to comply with the Rules if you agree to prepare only the Defence in this matter? (Cite the applicable authority to support your answer)

5,

You have been approached by Sandra Hobbins. Sandra is a property manager whose portfolio includes a number of multi-unit residential buildings. She tells you that she will refer all her residential tenancy matters to you in return for 15 percent of your fee for each file. "It's a good deal for both of us," she says. "I can guarantee you around 30 L1s per month, and there are usually one or two other applications as well." Sandra also tells you that she will require a payment of $500 as a referral fee before she starts sending you any files.

May you enter into this agreement? (Cite the applicable authority to support your answer)