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Publication Date: February 25, 2023

DOI:10.14738/assrj.102.13992. Hunter, R. J., & Shannon, J. H (2023). Lawyer Misconduct and Sanctions. Advances in Social Sciences Research Journal, 10(2). 183-

204.

Services for Science and Education – United Kingdom

Lawyer Misconduct and Sanctions

Richard J. Hunter, Jr.

Professor of Legal Studies, Seton Hall University

Adjunct Professor of Business Law, University of Tulsa

John H. Shannon

Professor of Legal Studies, Seton Hall University

Abstract

This article deals with issues relating to lawyer misconduct and possible litigation

sanctions under Rule 11 of the Federal Rules of Civil Procedure relating to filing of a

lawsuit that is frivolous or in “bad faith,” and to actions that may be taken against

an attorney for misconduct under the Model Rules for Lawyer Disciplinary

Enforcement, either in the course of representation of a client or more generally in

the attorney’s practice of law. This is the fourth in a series of articles relating to the

“lawyer client relationship.” *

Keywords: Misconduct; sanctions; election fraud; disbarment; aggravating and mitigating

factors

INTRODUCTION: THE CONTEXT

Two types of attorney sanctions may be identified in the context of litigation: sanctions against

a lawyer for filing a case essentially in “bad faith” or one that is “frivolous,” resulting in the

award of costs incurred in defending a suit, and actions which may be taken against a lawyer

for misconduct in the course of a representation of a client or more generally in the attorney’s

practice of law pursuant to the Model Rules for Lawyer Disciplinary Enforcement. Litigation

sanctions may be awarded pursuant to the Federal Rules of Civil Procedure, more specifically

Rule 11 (Cohen, 2008; Holloman & Hall, 2018).

Crist (2022) Writes:

“A lawyer may file a request for sanctions in response to a frivolous lawsuit. A frivolous lawsuit

is defined as a complaint that has no legal merit. Sanctions for frivolous actions include payment

of the opposing party's costs and attorney's fees.”

“Sanction, another form of discipline, occurs in the context of litigation. In Federal court, a

violation of Rule 11 of the Federal Rules of Civil Procedure occurs when an attorney knowingly

presents to the court a pleading, written motion, or other paper for an improper purpose.”

The text of Rule 11 is especially expositive.

Rule 11 – Signing Pleadings, Motions, and Other Papers

(a) Signature. Every pleading, written motion, and other paper must be signed by at least one

attorney of record in the attorney’s name—or by a party personally if the party is

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unrepresented. The paper must state the signer’s address, e-mail address, and telephone

number. Unless a rule or statute specifically states otherwise, a pleading need not be verified

or accompanied by an affidavit. The court must strike an unsigned paper unless the omission is

promptly corrected after being called to the attorney’s or party’s attention.

(b) Representations to the Court. By presenting to the court a pleading, written motion, or other

paper—whether by signing, filing, submitting, or later advocating it—an attorney or

unrepresented party certifies that to the best of the person’s knowledge, information, and

belief, formed after an inquiry reasonable under the circumstances: (1) it is not being presented

for any improper purpose, such as to harass, cause unnecessary delay, or needlessly increase

the cost of litigation; (2) the claims, defenses, and other legal contentions are warranted by

existing law or by a nonfrivolous argument for extending, modifying, or reversing existing law

or for establishing new law; (3) the factual contentions have evidentiary support or, if

specifically so identified, will likely have evidentiary support after a reasonable opportunity for

further investigation or discovery; and (4) the denials of factual contentions are warranted on

the evidence or, if specifically so identified, are reasonably based on belief or a lack of

information.

(c) Sanctions. (1) In General. If, after notice and a reasonable opportunity to respond, the court

determines that Rule 11(b) has been violated, the court may impose an appropriate sanction

on any attorney, law firm, or party that violated the rule or is responsible for the violation.

Absent exceptional circumstances, a law firm must be held jointly responsible for a violation

committed by its partner, associate, or employee. (2) Motion for Sanctions. A motion for

sanctions must be made separately from any other motion and must describe the specific

conduct that allegedly violates Rule 11(b). The motion must be served under Rule 5, but it must

not be filed or be presented to the court if the challenged paper, claim, defense, contention, or

denial is withdrawn or appropriately corrected within 21 days after service or within another

time the court sets. If warranted, the court may award to the prevailing party the reasonable

expenses, including attorney’s fees, incurred for the motion. (3) On the Court’s Initiative. On its

own, the court may order an attorney, law firm, or party to show cause why conduct specifically

described in the order has not violated Rule 11(b). (4) Nature of a Sanction. A sanction imposed

under this rule must be limited to what suffices to deter repetition of the conduct or comparable

conduct by others similarly situated. The sanction may include nonmonetary directives; an

order to pay a penalty into court; or, if imposed on motion and warranted for effective

deterrence, an order directing payment to the movant of part or all of the reasonable attorney’s

fees and other expenses directly resulting from the violation. (5) Limitations on Monetary

Sanctions. The court must not impose a monetary sanction: (A) against a represented party for

violating Rule 11(b)(2); or (B) on its own, unless it issued the show-cause order under Rule

11(c)(3) before voluntary dismissal or settlement of the claims made by or against the party

that is, or whose attorneys are, to be sanctioned. (6) Requirements for an Order. An order

imposing a sanction must describe the sanctioned conduct and explain the basis for the

sanction.

A second type of sanctions may be characterized as disciplinary sanctions. The Standards for

Imposing Lawyer Sanctions (American Bar Association, 1986) were adopted by the American

Bar Association (ABA) in 1986 and were amended in 1992 (Cameron, 1987). “These standards

provide a framework to guide the courts and disciplinary agencies, including disciplinary

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counsel, in imposing sanctions, thereby providing the flexibility to select the appropriate

sanction in each particular case of lawyer misconduct.” Any sanction imposed, however, may

depend on the presence of aggravating or mitigating factors.

The Standards for Imposing Lawyer Sanctions are designed to provide a “comprehensive system

for determining sanctions, permitting flexibility and creativity in assigning sanctions in

particular cases of lawyer misconduct.” The application of the Standards are designed to

achieve a degree of “consistency in the imposition of lawyer discipline necessary for fairness to

the public and the bar.” Gassman and Olivera (2019, p. 34) add: “In the legal profession, the

Model Rules of Professional Conduct and any adopted rules or guidelines of civility contain the

standards of conduct that attorneys are expected to follow.”

The purposes underlying the regime of lawyer discipline (see Chambliss, 2019) may be

summarized as follows:

“The purposes of lawyer sanctions can best be served, and the consistency of those sanctions

enhanced, if courts and disciplinary agencies articulate the reasons for the sanctions imposed.

Courts perform a valuable service for the legal profession and the public when they issue

opinions in lawyer discipline cases that explain the imposition of a specific sanction. Written

opinions of the court not only serve to educate members of the profession about ethical

behavior, but also provide precedent for subsequent cases.”

Attorney Ira Leesfield (2000) provides a proper context to issues relating to lawyer misconduct

when he writes: “[An] increasing number of lawyers equate litigation with war. Trampling the

truth, taking no prisoners, scorching the earth-doing anything to win, regardless of the

consequences....” Smith (2022) refers to the American legal system often as “trial by combat.”

Perhaps this attitude may be best exemplified in how it has “played out” recently in the

American political and legal systems involving disciplinary actions in the form of substantial

monetary fines imposed by courts or in the imposition of formidable sanctions imposed by

courts after careful consideration by the Bar.

Two examples—one dealing with a lawsuit filed by former President Donald Trump against

Hillary Clinton and others, and another involving the alleged Michigan voter fraud cases—offer

the backdrop to the discussion of litigation sanctions (see Pennycock & Rand, 2021). A third

example, involving former New York City Mayor Rudy Giuliani involves sanctions imposed on

an individual attorney for professional misconduct (see Joy & McMunigal, 2022). A fourth

example, involving a recent action taken against Trump attorney and confidant John Eastman,

provides additional context and indicate the seriousness with which the Bar approaches

attorney misconduct.

THE TRUMP SUIT AGAINST HILLARY CLINTON AND OTHERS

What is a frivolous action? Holloman and Hall (2018) write: “A complaint . . . is frivolous where

it lacks and arguable basis either in law or fact” (see Neitzke v. Williams, 1989). An action is

frivolous when either “(1) the factual contentions are clearly baseless, such as when allegations

are the product of delusion or fantasy; or (2) the claim is based on an indisputably meritless

legal theory” (Livingston v. Adirondack Beverage Co., 1998). A “bad faith claim” is one filed for

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an “improper purpose, such as to harass or to cause unnecessary delay or needless increase in

the cost of litigation” (Morley v. Ciba-Geigy Corp., 1995).

Courts have determined that claims are frivolous (Ward, 1991; Mann & Haarlow, 2012; Russell,

2021) or were made “in bad faith” in several situations:

• Where the plaintiff filed a claim based on false allegations;

• Where plaintiff failed to allege facts sufficient to support their claim;

• Where plaintiff filed claims under an inapplicable statute;

• Where plaintiff knew facts that would defeat the claim at the time of filing; or

• Where, in the context of a class action, plaintiff failed to adequately investigate the

individual claims to support the class action.

In a 46-page order issued on January 19, 2023, U.S. District Court Judge Donald M. Middlebrooks

levied a fine of nearly $1 million ($937,989) jointly against former President Donald Trump and

his attorney, Alina Habba (Nguyen, 2023), to reimburse legal costs incurred by Hillary Clinton

and others who were named as defendants in one of the former President’s failed lawsuits (see

Donald J. Trump v. Hillary R. Clinton, et al., 2023). Under Judge Middlebrook’s sanctions order,

“Clinton will receive the largest payout from Trump and Habba of all the defendants, nearly

$172,000” (Nava, 2023).

The claims of the former President were detailed in a lawsuit filed against Hillary Clinton,

former government officials, and others, including former FBI Director James Comey, and Rep.

Adam Schiff (D-Calif.). The former President had filed a lawsuit claiming that in 2016, Mrs.

Clinton, who was the Democratic Party’s presidential nominee at the time, and the Democratic

National Committee, along with others, had orchestrated a “malicious conspiracy” to

investigate his campaign's ties to Russia, "destroying his life" and attempting to “rig” the

election in Clinton’s favor.

“Middlebrooks has determined that the egregious deficiencies of the argument, the public

presentations by Trump and his team that the argument was robust and — most importantly

— Trump’s pattern of frivolous lawsuits that went unpunished should yield an actual penalty”

(Bump, 2023). The judge continued: “A continuing pattern of misuse of the courts by Mr. Trump

and his lawyers undermines the rule of law, portrays judges as partisans, and diverts resources

from those who have suffered actual legal harm.... Here, we are confronted with a lawsuit that

should never have been filed, which was completely frivolous, both factually and legally, and

which was brought in bad faith for an improper purpose” (quoted in Bump, 2023).

Perhaps most interestingly, Judge Middlebrooks commented that sanctions against the former

President and his attorney were especially appropriate since: “Mr. Trump is a prolific and

sophisticated litigant who is repeatedly using the courts to seek revenge on political

adversaries. He is the mastermind of strategic abuse of the judicial process, and he cannot be

seen as a litigant blindly following the advice of a lawyer. He knew full well the impact of his

actions.”

Judge Middlebrooks characterized the basis of the lawsuit as a veritable “shotgun pleading,”

loosely aimed at a number of targets, and “amount[ing] to obstruction of justice.” The judge

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described having sifted “through the thread of allegations against each defendant only to find

they added up to no cognizable claim. And the pleadings were drafted in a way to disguise that

fact.” Judge Middleton found that Trump and his attorneys “consistently misrepresented and

cherry-picked portions of public reports and filings to support a false factual narrative.”

Even the amended version the lawsuit, Judge Middleton wrote, “is a hodgepodge of

disconnected, often immaterial events, followed by an implausible conclusion. This is a

deliberate attempt to harass; to tell a story without regard to facts.”

The judge specifically dealt with the former President’s allegations about the “unfairness of the

Russia probe” and that the conclusions of special counsel Robert S. Mueller had exonerated him

(Hunter & Shannon, 2019). In this regard, Judge Middlebrooks wrote that Trump’s conclusion

may be “perhaps acceptable as a cable news talking point,” but is “neither an accurate nor fair

reading of the Mueller Report.” The judge reached a similar conclusion for the “dossier” of

allegations against Trump, the indictments filed by Special Counsel John Durham which had

failed to obtain any guilty verdicts (Weber, 2022), and for Trump’s “looping in” his suspension

from Twitter. “The assertion that the Twitter ban was caused by misinformation by Ms. Clinton

five years earlier is plainly false,” Judge Middlebrooks wrote.

Bump (2023) argues that “None of this alone would necessarily have led to Trump and Attorney

Habba being sanctioned.” However, Middlebrooks noted that the suit was one of several with

similar aims: “bolstering Trump’s arguments, whipping up attention and spurring

contributions. Lawsuits against CNN, against Twitter, against New York Attorney General

Letitia James (D), even against the board that presents the Pulitzer Prize — in these,

Middlebrooks saw the same pattern” (quoted in Bump, 2023).

The Michigan Election Fraud Cases

In a series of eight cases, described below, Republican operatives and Trump supporters had

challenged the Michigan presidential election victory of Joe Biden (Boucher, Egan, &

Hendrickson, 2020). All of the cases were eventually either dismissed or withdrawn, giving rise

to the imposition of sanctions against the attorneys who brought the legal challenges, “including

Trump allies Sidney Powell and Lin Wood (Neidig, 2021) and seven others” (Kraft & Allen,

2021).

• Stoddard et al. v. City Election Commission et al.

A Trump election challenger at TCF Center where ballots were being tabulated and a

representative of a nonprofit that describes its mission as maintaining "the integrity of electoral

processes" argued that Democratic Party inspectors had improperly duplicated ballots and

asked the Wayne County Circuit Court to stop the county's Board of Canvassers from certifying

the election results.

Status: Rejected

What The Court Said: "The Court finds that it is mere speculation by plaintiffs that hundreds

or thousands of ballots have, in fact, been changed and presumably falsified,” wrote Wayne

County Circuit Court Chief Judge Timothy Kenny.

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• Costantino et al v. City of Detroit et al.

Two Wayne County residents argued that widespread election fraud and misconduct took place

at the TCF Center and asked the Wayne County Circuit Court to stop the certification of the

county's election results until such time as an audit could be conducted.

Status: Rejected

What The Court Said: "Plaintiffs rely on numerous affidavits from election challengers who

paint a picture of sinister fraudulent activities. ... Plaintiffs' interpretation of events is incorrect

and not credible." — Wayne County Circuit Court Chief Judge Timothy Kenny.

Both the Michigan Court of Appeals and Michigan Supreme Court refused to reverse the lower

court's ruling, and the Wayne County Circuit Court rejected a subsequent request to audit the

election results before Michigan's presidential electors convened to cast their votes for Joe

Biden.

• Bally et al v. Whitmer et al.

In this lawsuit, filed November 11 in the U.S. District Court in Grand Rapids, Lena Bally and

three other Michigan voters alleged fraud and asked the court to exclude vote totals from three

counties won by President-elect Joe Biden — Wayne, Washtenaw and Ingham — or block the

certification of statewide results.

Status: Voluntarily withdrawn November 16 (see Birkle, 2020). U.S. District Judge Janet Neff

did not have the opportunity to “weigh in” on this case before it was withdrawn.

• Donald J. Trump for President, Inc. et al. v. Benson et al.

The Trump campaign pointed to more than 100 affidavits alleging fraud and misconduct at the

TCF Center in Detroit. Trump sought to delay or prevent the certification of votes through the

filing of this lawsuit.

Status: Voluntarily withdrawn. The Trump campaign withdrew the lawsuit eight days after

filing it, arguing, although incorrectly, that their filing was no longer needed because the Wayne

County Board of Canvassers had refused to certify local results. The board did, in fact, certify

results; however two commissioners had filed affidavits indicating that they wanted to change

their votes and decertify the results.

• Johnson et al v. Benson et al. (U.S. District Court)

A lawsuit brought with the assistance of the conservative Thomas More Society alleged that

Michigan Secretary of State Jocelyn Benson had overstepped her authority by mailing Michigan

voters applications for absentee ballots, and that election misconduct had occurred at the TCF

Center in Detroit

Status: Voluntarily withdrawn. The court never got the chance to review the arguments

because the suit was withdrawn only three days after it was filed. The allegations essentially

relied on the same misleading information presented in other court filings.

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• Johnson et al. v. Benson et al. (Michigan Supreme Court)

Angelic Johnson and Linda Lee Tarver, both members of Black Voices for Trump, petitioned the

state Supreme Court directly on November 26. In addition to seeking a full audit of Michigan’s

election returns, plaintiffs sought a range of other court actions, including a declaration that

Secretary of State Jocelyn Benson had violated their constitutional rights, seizure of ballots,

appointment of a special master or the creation of a special legislative committee to investigate

claims of fraud, and an injunction preventing Gov. Gretchen Whitmer from certifying Michigan's

presidential election results, which had already taken place.

Status: The petition was denied by the Michigan Supreme Court in a 4-3 decision, with

dissenting justices indicating that they wanted “additional briefing” and oral arguments before

actually deciding the case.

What The Court Said: "I believe it would be irresponsible to continue holding out the

possibility of a judicial solution to a dispute that it appears must be resolved politically," stated

Justice Elizabeth Clement, in concurring with the majority decision.

• Leaf et al v. Whitmer et al.

Controversial Barry County Sheriff Dar Leaf, a vocal Trump supporter, filed suit in the U.S.

District Court in Grand Rapids on December 6, alleging fraud and seeking a temporary

restraining order directing local clerks not to comply with a routine post-election

memorandum from the Secretary of State's Office directing them to delete certain records

related to the November 3 vote. Chief District Judge Robert Jonker denied the requested

order December 7.

Status: Immediate emergency relief was denied

What The Court Said: "Plaintiffs' applications invite the court to make speculative leaps

toward a hazy and nebulous inference that there has been numerous instances of election fraud

and that defendants are destroying the evidence. There is simply nothing of record to infer as

much, much less conclude that irreparable injury will occur before the defendants can be

heard."

Imposing Sanctions

Perhaps the most notorious of the cases was King et al v. Whitmer et al.

The so-called Michigan "Kraken" lawsuit was filed by ex-Trump attorney Sidney Powell on

behalf of potential Republican delegates to the Electoral College. Relying on conspiracy theories

and misinformation, this lawsuit asked the court to force Gov. Gretchen Whitmer to overturn

election results and award the state’s sixteen electoral votes to Trump. [The BBC (2000)

described the meaning behind the use of the term Kraken as follows: “Lawyer Sidney Powell -

who was until recently part of Donald Trump's legal team and is now acting independently -

has described the case she was mounting as a "Kraken" that, when released, would destroy the

case for Democrat Joe Biden having won the US presidency” (see also Thomas, 2020).]

U.S. District Judge Linda Parker phrased the question before the Court: “Whether plaintiffs’

attorneys engaged in litigation practices that are abusive and, in turn, sanctionable” (p. 2). Judge

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Parker described an attorney’s “obligation to the judiciary, their profession, and the public” as

follows:

(i) to conduct some degree of due diligence before presenting allegations as truth;

(ii) to advance only tenable claims; and

(iii) to proceed with a lawsuit in good faith and based on a proper purpose. Attorneys

also have an obligation to dismiss a lawsuit when it becomes clear that the requested

relief is unavailable” (p. 2).

Judge Parker stated:

“This lawsuit represents a historic and profound abuse of the judicial process. It is one thing to

take on the charge of vindicating rights associated with an allegedly fraudulent election. It is

another to take on the charge of deceiving a federal court and the American people into

believing that rights were infringed, without regard to whether any laws or rights were in fact

violated. This is what happened here. But attorneys cannot exploit their privilege and access to

the judicial process to do the same. And when an attorney has done so, sanctions are in order”

(p. 1).

Judge Parker “blasted the lawyers for seeking to undermine the election results with baseless

claims of systemic election fraud” (Neidig, 2021) in several specific ways:

“the attorneys who filed the instant lawsuit abused the well-established rules applicable to the

litigation process by proffering claims not backed by law;

proffering claims not backed by evidence (but instead, speculation, conjecture, and

unwarranted suspicion);

proffering factual allegations and claims without engaging in the required prefiling inquiry;

and dragging out these proceedings even after they acknowledged that it was too late to attain

the relief sought. And this case was never about fraud—it was about undermining the People’s

faith in our democracy and debasing the judicial process to do so” (p. 3).

Judge Parker concluded that the court was “duty-bound to grant the motions for sanctions filed

by Defendants and Intervenor-Defendants” pursuant to Rule 11 of the Federal Rules of Civil

Procedure” under 28 U.S.C. § 1927, and under the court’s own “inherent authority” to do so (pp.

4-5). The court also commented that “the conduct of Plaintiffs’ counsel, which also constituted

violations of the Michigan Rules of Professional Conduct, calls into question their fitness to

practice law. This warrants a referral for investigation and possible suspension or disbarment

to the appropriate disciplinary authority for every state bar and federal court in which each

attorney is admitted” (p. 108).

The Court’s Conclusions Relating to the Imposition of Sanctions is Most Expositive:

“This lawsuit should never have been filed. The State Defendants and the Intervenor- Defendants should never have had to defend it. If Plaintiffs’ attorneys are not ordered to

reimburse the State Defendants and the City for the reasonable fees and costs incurred to

defend this action, counsel will not be deterred from continuing to abuse the judicial system to

publicize their narrative. Moreover, this Court has found that Plaintiffs’ counsel initiated this

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litigation for an improper purpose, rendering this the ‘unusual circumstance’ in which

awarding attorneys’ fees is warranted” (pp. 107-108).

The implications of these cases, coupled with the actions taken against former mayor Giuliani

and the prosed disbarment of attorney John Eastman, are most relevant to the discussion of

lawyer misconduct and the imposition of sanctions for such misconduct under the ABA

Standards for Imposing Lawyer Sanctions, sometimes referred to as the Model Rules.

AN OVERVIEW OF ATTORNEY SANCTIONS

Zacharias (2003, pp. 685-686) stated:

“Professional discipline of lawyers is a form of administrative regulation. It is a follow-up to

lawyer licensing-the mechanism by which the initial grant of a license is reevaluated. Sanctions

other than disbarment may be imposed through disciplinary proceedings, but these, with few

exceptions, are limited to sanctions that are lesser-included forms of punishment and that are

designed to shape the individual lawyer's future conduct. For example, lawyer sanctions

include suspension, reprimands, and educational requirements. Fines, restitution, and

imaginative penalties, such as entity liability and public service requirements, typically are not

within the power of disciplinary agencies to impose.”

In a proceeding dealing with former Nixon Vice President Spiro Agnew, the Court of Appeals of

Maryland explained:

“Few vocations offer as great a spectrum for good and honorable works as does the legal

profession. The attorney is entrusted with the life savings and investments of his clients. He

becomes the guardian of the mentally deficient and potential savior for the accused. He is a

fiduciary, a confidant, an advisor, and an advocate. However, the great privilege of serving in all

of these capacities does not come without the concomitant responsibilities of truth, candor and

honesty. In fact, it can be said that the presence of these virtues in members of the bar comprises

a large portion of the fulcrum upon which the scales of justice rest. Consequently, an attorney’s

character must remain beyond reproach” (Maryland State Bar Association v. Agnew, 1974, p.

814).

The preamble to the American Bar Association (ABA) Model Rules (2023) explains that the

“legal profession’s relative autonomy carries with it special responsibilities of self-government.

The profession has a responsibility to assure that its regulations are conceived in the public

interest and not in furtherance of parochial or self-interested concerns of the bar. Every lawyer

is responsible for observance of the Rules of Professional Conduct.”

The Model Rules state that “[n]eglect of these responsibilities compromises the independence

of the profession and the public interest which it serves.”

“An attorney works within a system of rules that regulates and potentially sanctions them for

failure to comply with the standards governing their professional conduct. The primary

purposes of disciplinary proceedings are the protection of the public, the courts and the legal

profession; the maintenance of high professional standards by attorneys and the preservation

of public confidence in the legal profession” (California State Bar Association, 2023; see also,

e.g., Gillette v. Edison, 2009).

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In In re Shepard (2015, p. 283) the Arkansas Supreme Court noted that “Protection of the public

squares with the notion that a license to practice law is neither a right nor an entitlement, but

a privilege conferred on the lawyer primarily for the benefit of the public....” And, in In re Torres

(2015), a New Jersey Court stated that “[t]he attorney disciplinary system is not designed to

punish lawyers. Its goals are to protect the public and preserve the public’s confidence in the

bar. The imposition of discipline in a particular case, thus, is meant to foster continued faith in

the legal profession as a whole.”

Remedies and sanctions for attorney misconduct (see D’Amore, 2021) can be categorized as:

• Sanctions and remedies for attorney misconduct which are available to public authorities.

Sanctions include professional discipline, potential criminal liability of lawyers who

assist their clients in committing criminal acts (Shapiro, 2015), and sanctions imposed

for contempt of court. Professional discipline imposed by the relevant state Bar is the

most widely applied sanction for attorney misconduct.

• Sanctions which are available to lawyers' clients. For example, monetary damages may

be awarded for attorney malpractice (Levine, 2021; Sember, 2022), attorney's fee may

be forfeited, and the judicial process may result in the nullification of gifts or business

transactions that breach a lawyer's fiduciary duty to a client under a theory of undue

influence or duress (see Phillips & Wager, 2017).

• Remedies may also be available to third parties injured by the misconduct of an attorney

undertaken on behalf of a client. Sanctions may include prohibiting an attorney from

representing a client in violation of the lawyer's duty to a third party (see DeBerry v.

Summers, 2013), awarding damages for breach of an obligation the attorney assumes to

a non-client, and judicial nullification of settlements or jury verdicts obtained by

attorney misconduct.

A DISCUSSION OF THE MODEL RULES FOR LAWYER DISCIPLINARY ENFORCEMENT

The Model Rules underscore the underlying purpose behind the imposition of lawyer discipline

and the important distinction between public and private forms of attorney discipline:

“Ultimate disposition of lawyer discipline should be public in cases of disbarment, suspension,

and reprimand. Only in cases of minor misconduct, when there is little or no injury to a client,

the public, the legal system, or the profession, and when there is little likelihood of repetition

by the lawyer, should private discipline be imposed” (American Bar Association, 2023).

Quoting from the Model Rules, misconduct on the part of an attorney is grounds for one or more

of the following sanctions:

1. Disbarment by the court.

2. Suspension by the court for an appropriate fixed period of time not in excess of three

years (see Guerrero v. United States, 1999; Paukner, 2020).

3. Probation imposed by the court not in excess of two years, or imposed by the board or

counsel with the consent of the respondent not in excess of two years; provided,

however, that probation may be renewed for an additional [two year] period by consent

or after a hearing to determine if there is a continued need for supervision. If the

respondent objects to the board or counsel's imposition of probation, the misconduct

must either be made the subject of formal charges or a recommendation that probation

be imposed must be filed with the court. The conditions of probation should be stated

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in writing. Probation shall be used only in cases where there is little likelihood that the

respondent will harm the public during the period of rehabilitation and the conditions

of probation can be adequately supervised. Probation shall be terminated upon the

filing of an affidavit by respondent showing compliance with the conditions and an

affidavit by the probation monitor stating that probation is no longer necessary and

summarizing the basis for that statement.

4. Reprimand by the court or the board. A reprimand shall be in writing and either imposed

in person or served upon the respondent by certified mail. A reprimand issued by the

court shall be published in the official reports for the guidance of other lawyers. A

reprimand imposed by the board shall be published in the journal of the state bar and

in a newspaper of general circulation in each judicial district in which the lawyer

maintained an office for the practice of law (see Gassman, Olivera, & Kraft, 2020).

5. Admonition by disciplinary counsel imposed with the consent of the respondent and the

approval of the chair of a hearing committee. An admonition cannot be imposed after

formal charges have been issued. Admonitions shall be in writing and served upon the

respondent. They constitute private discipline since they are imposed before the filing

of formal charges. Only in cases of minor misconduct, when there is little or no injury to

a client, the public, the legal system, or the profession, and when there is little likelihood

of repetition by the lawyer, should an admonition be imposed. A summary of the

conduct for which an admonition was imposed may be published in a bar publication

for the education of the profession, but the lawyer shall not be identified. An admonition

may be used in subsequent proceedings in which the respondent has been found guilty

of misconduct as evidence of prior misconduct bearing upon the issue of the sanction to

be imposed in the subsequent proceeding (see Carroll, Westenberg, & Masling, 2020).

6. Upon order of the court or the board, or upon stipulation, restitution to persons

financially injured, disgorgement of all or part of the lawyer's or law firm's fee, and

reimbursement to the client security [protection] fund.

7. Upon order of the court or the board, or upon stipulation, assessment of the costs of the

proceedings, including the costs of investigations, service of process, witness fees, and a

court reporter's services, in any case where discipline is imposed or there is a transfer

to disability inactive status.

8. Limitation by the court on the nature or extent of the respondent's future practice”

(emphasis added in the quoted materials).

Written conditions may be attached to an admonition or to a reprimand. The failure to comply

with any conditions is itself grounds for reconsideration of the matter and may result in the

filing of formal charges against an attorney.

In determining whether or not to impose sanctions for lawyer misconduct, the court or an

administrative body (such as a State Bar Association) which has been delegated with the

responsibility of dealing with allegations of lawyer misconduct shall consider the following

factors:

1. whether the lawyer has violated a duty owed to a client, to the public, to the legal

system, or to the profession;

2. whether the lawyer acted intentionally, knowingly, or negligently;

3. the amount of the actual or potential injury caused by the lawyer's misconduct; and

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4. the existence of any aggravating or mitigating factors (see generally Pollack & Reiter,

2020).

Lundberg and Schroeder (2019, p. 19) argue that:

“For lawyer discipline to be truly effective, sanctions must be based on clearly developed

standards. Inappropriate sanctions can undermine the goals of lawyer discipline: sanctions

which are too lenient fail to adequately deter misconduct and thus lower public confidence in

the profession; sanctions that are too onerous may impair confidence in the system and deter

lawyers from reporting ethical violations on the part of other lawyers. Inconsistent sanctions,

either within a jurisdiction or among jurisdictions, cast doubt on the efficiency and the basic

fairness of all disciplinary systems.”

In furtherance of this goal, a list of aggravating and mitigating circumstances are found in

Standard 9. Aggravating factors include: prior disciplinary offenses (Reporter, 2015); a

dishonest or selfish motive; a pattern of misconduct; multiple offenses (In re Scott M. Holper,

2017); bad faith obstruction of the disciplinary proceeding by intentionally failing to comply

with rules or orders of the disciplinary agency; submission of false evidence, false statements

or other deceptive practices during disciplinary process; refusal to acknowledge the wrongful

nature of conduct; the vulnerability of a victim; substantial experience in the practice of law;

and indifference to making restitution (generally Levin, 1998).

Mitigating factors may include the absence of prior disciplinary record (contra Levin, 1998, p.

33); the absence of dishonest or selfish motive; personal or emotional problems; timely good

faith effort to make restitution (Longan, 2019, p. 164) or to rectify consequences of misconduct;

full and free disclosure to disciplinary board or cooperative attitude toward proceedings (see

Levin & Robbennolt, 2021); inexperience in the practice of law (Phillips, 2018); character or

reputation; physical or mental disability or impairment (see Reich, 2020; Esquivel, 2020; Yost,

2022); delay in disciplinary proceedings; interim rehabilitation; imposition of other penalties

or sanctions; remorse; and remoteness of prior offenses (generally Lundberg & Schroeder,

2019).

It is interesting to note that in general, the disposition of lawyer discipline shall be public in

cases of disbarment, suspension, probation, and reprimand—but not in any cases involving

admonition. In all cases of public discipline by the court, the court shall issue a written opinion

setting forth its justification for imposing the sanction in that particular case.

Commentary Based on the Model Rules

The Model Rules provide important commentary on the substance of the disciplinary rules. As

a general rule, the supreme or highest court of an individual state has the sole authority to

license attorneys practicing within their jurisdiction. As a result, even though a form of

discipline discussed above has been recommended by a committee or board of a State Bar

Association designated to perform such a function, the court (usually the State Supreme Court)

has the exclusive responsibility to revoke or suspend the license of an attorney. The duration of

a suspension is often an issue for the disciplinary board and any decision should reflect the

nature and extent of the lawyer's misconduct and any “mitigating or aggravating

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circumstances” involved. “Where the misconduct is so severe that even a three-year suspension

is not adequate, the lawyer should be disbarred” (ABA Rule 10).

As a general rule, a lawyer should not be suspended for an indefinite period. Any order of

suspension should therefore specify the minimum period of time which must elapse before the

lawyer may seek reinstatement. Probation is the appropriate sanction when the respondent

can continue to perform legal services, but has evidenced problems that require some type of

supervision—in many cases, by a senior member of a law firm in which a lawyer is practicing.

As noted by the ABA in discussing Rule 10, “Probation should be used only in those cases where

there is little likelihood that the respondent will harm the public during the period of

rehabilitation and the conditions of probation can be adequately supervised.” Probation may

be appropriate in certain cases of temporary or minor disability or impairment (i.e., Yost, 2022),

for which the lawyer is capable of being treated without seeking an inactive status with the Bar.

As a practical matter, there may be a limited capacity and resources to effectively supervise a

lawyer who has been placed on probation. As a result, probation should not be renewed more

than once. Thus, if the disability or impairment cannot be resolved by probation of two years

or less, probation may be an inadequate sanction and a suspension from the practice of law may

be deemed as more appropriate. However, in exceptional circumstances, probation may be

renewed for an additional period of time at the discretion of the disciplinary body.

A reprimand should be imposed only in cases of relatively minor misconduct; however, a

reprimand can be imposed only after the filing of formal charges and a hearing. A reprimand is

issued in writing and imposed either in person or served upon the respondent by certified mail.

A reprimand should be published in the official judicial reports, in the journal of the state bar,

and in a newspaper of general circulation in each judicial district in which the lawyer

maintained an office for the practice of law as a way of notifying the public that a reprimand

has been issued.

An admonition should be in writing and served upon the respondent. An admonition is a form

of private discipline since an admonition is imposed before the filing of formal charges against

an attorney. An admonition informs the lawyer that his or her conduct is “unethical.” However,

in order to deter other lawyers from engaging in such conduct, the Bar association should

publish a report describing the facts in cases in which an admonition has been imposed, but

omitting the names of the disciplined lawyers. Although private, an admonition may be admitted

as evidence in a subsequent proceeding in which the respondent has been found guilty of

misconduct as evidence of prior misconduct bearing upon the issue of the sanction to be

imposed in any subsequent proceeding.

Whenever possible, the disciplinary process should facilitate restitution to the victims of the

respondent's misconduct (In re Parks, 2021) without the necessity of requiring victims to

institute separate proceedings at their own expense (generally Sember, 2022). If it is feasible

to determine the value of the client's loss resulting from the respondent's misconduct, the

respondent should be ordered to make restitution in that amount “as promptly as

circumstances permit.”

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As a mark of its effectiveness, restitution should be made a part of the disciplinary order as a

condition of reinstatement of the attorney and the respondent must present proof of restitution

as part of any application for reinstatement under Rule 25(I). Interestingly, the failure to

comply with the order providing for restitution may itself warrant further discipline. Whenever

a respondent is found to have engaged in misconduct warranting the imposition of discipline,

the attorney should be required to reimburse the agency for the costs of the proceedings, other

than attorney fees.

“RUDY: WE HARDLY KNEW YOU!”

Former New York City Mayor Rudy Giuliani, who served as the personal attorney for

former President Donald Trump, was suspended on June 24, 2021, from practicing law in

New York State by an appellate court that found he made “demonstrably false and

misleading statements” about the 2020 election (see Orden, Stracqualursi, & Polantz,

2021). Moliterno (2021, pp. 416-417) asks: “What law should the New York authorities apply

when judging Giuliani’s conduct after the November 2000 election, mainly in Michigan, Georgia,

and Pennsylvania (including a court appearance), as he pressed demonstrably false claims

about vote fraud?”

Kiely and Farley (2021), in commenting on the underlying facts relating to Giuliani’s

suspension, cited the following:

• Pennsylvania ‘Fraud’ Case Without Evidence of Fraud

Giuliani’s November 17, 2020, appearance before a Federal court in the matter of Donald J.

Trump for President, Inc. v Boockvar (2020). At a hearing as a part of series of allegations relating

to “nationwide voter fraud” involving “at least 10 other jurisdictions,” U.S. District Judge

Matthew Brann asked Giuliani, “So you are alleging fraud?” Giuliani responded, “Yes, your

honor.” Judge Brann stated: “Respondent repeatedly represented to the court that his client,

the plaintiff, was pursuing a fraud claim, when indisputably it was not.” The court continued,

“Respondent’s client had filed an amended complaint before the November 17, 2020,

appearance in which the only remaining claim asserted was an equal protection claim, not

based on fraud at all.”

In an order dismissing the case, Judge Brann criticized the Trump campaign for seeking to

prevent Pennsylvania from certifying its election results without presenting any evidence to

support such a “drastic remedy.” The judge wrote:

“One might expect that when seeking such a startling outcome, a plaintiff would come

formidably armed with compelling legal arguments and factual proof of rampant corruption.

Instead, this Court has been presented with strained legal arguments without merit and

speculative accusations, unpled in the operative complaint and unsupported by evidence. In the

United States of America, this cannot justify the disenfranchisement of a single voter, let alone

all the voters of its sixth most populated state.”

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• Baseless Claim of Underage Voters in Georgia

The court noted that Giuliani on multiple occasions baselessly claimed on his radio show, “Chat

with the Mayor,” that there were thousands of underage voters who illegally voted in Georgia

— even after the state declared the claim to be false.

“At various times, respondent claimed that 65,000 or 66,000 or 165,00 underage voters illegally

voted in the Georgia 2020 election,” the court said in its order. “The Georgia Office of the

Secretary of State undertook an investigation of this claim. It compared the list of all of the

people who voted in Georgia to their full birthdays. The audit revealed that there were zero (0)

underage voters in the 2020 election.”

According to the New York court order, Giuliani repeated this false claim “at least on January 5,

January 7, and January 22, 2021,” and again on April 27, which was after the Attorney Grievance

Committee filed a motion to suspend Giuliani.

• Unsupported Claims of ‘Illegal Aliens’ Voting in Arizona

The New York court said Giuliani “made false and misleading statements that ‘illegal aliens’ had

voted in Arizona during the 2020 presidential election” — providing estimates at various times

that ranged from 32,000 to a “few hundred thousand.” In fact, “These voters are registered to

vote in accordance with federal voting rights laws, attesting to their eligibility, including their

citizenship, under penalty of perjury.” The court conclude that “It is flat out wrong to say that

they are not legal voters.”

• No Evidence of Dead People Voting in Philadelphia

The suspension order noted that Giuliani “repeatedly stated that dead people ‘voted’ in

Philadelphia in order to discredit the results of the vote in that city. He quantified the amount

of dead people who voted at various times as 8,021; while also reporting the number as 30,000.”

In an interview on Fox News on November 8, Giuliani called Philadelphia “an epicenter of voter

fraud” and stated, “we’re going to be looking at dead persons’ ballots, which may actually be

very, very substantial.” However, the Trump campaign never provided any evidence that

thousands of ballots were cast by people who had died. The court noted that Giuliani “has not

provided this tribunal with any report or the results of any investigation which supports his

statements about how many dead voters he claims voted in Philadelphia.”

• ‘Suitcases’ of Ballots in Georgia

The order of suspension stated that Giuliani “represented that video evidence from security

cameras depicted Georgia election officials engaging in the illegal counting of mail-in ballots. ...

The gist of his claim was that illegal ballots were being surreptitiously retrieved from suitcases

hidden under a table and then tabulated.” However, state officials indicated that the “video

showed the supposed ‘suitcases’ were actually standard containers used to secure ballots, and

that the ballots in question were opened and prepared for counting earlier in the night in full

view of observers.”

• Dominion Voting System Claims

Perhaps the most widely publicized charges involved those involving Dominion Voting Systems

(Schechter, 2023). The order of suspension found that Giuliani had made “extensive and wide-

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ranging claims about Dominion Voting Systems Inc.’s voting machines manipulating the vote

tallies to support his narrative that votes were incorrectly reported” in the State of Georgia

(Corasaniti, 2021). Former President Trump himself had repeated the conspiracy theory that

Dominion Voting Systems had switched “thousands of votes” from him to President-elect Joe

Biden. Trump claimed these were cases of outright “theft” not mere “glitches” in the system.

However, the Cybersecurity and Infrastructure Security Agency, a part of the Department of

Homeland Security, stated: “There is no evidence that any voting system deleted or lost votes,

changed votes, or was in any way compromised,” and described the 2020 election as “the most

secure in American history” (Tucker & Bajak, 2020).

Dominion Voting Systems has sued both Giuliani and Sidney Powell, a central figure in the

Florida litigation, in 107-page lawsuit alleging defamation. The suit, filed in the Federal District

Court in Washington on January 21, 2021, accuses Giuliani of carrying out “a viral

disinformation campaign about Dominion” made up of “demonstrably false” allegations, in part

to enrich himself through legal fees and his podcast (Quinn, 2021). The suit, seeking damages

of more than $1.3 billion, is based on more than 50 statements Giuliani made at legislative

hearings, on Twitter, on his podcast. and in various conservative news media (Corasaniti,

2021).

The appellate court concluded that “there is uncontroverted evidence” that Giuliani

“communicated demonstrably false and misleading statements to courts, lawmakers and

the public at large in his capacity as lawyer for former President Donald J. Trump and the

Trump campaign in connection with Trump’s failed effort at reelection in 2020.”

The court added that Giuliani’s “conduct immediately threatens the public interest and

warrants interim suspension from the practice of law” on an emergency basis.

Giuliani’s troubles would continue. On December 15, 2022, the disciplinary counsel of the

District of Columbia Bar Association called for Giuliani’s disbarment after a “preliminary

finding” that Giuliani had violated at least one disciplinary rule when “as the attorney for

then-President Donald Trump, he pressed a baseless, failed legal challenge to the 2020

election results in Pennsylvania.” Noted Phil Fox, a lawyer representing the D.C Bar, “This

case., the seriousness of the misconduct, calls for only one sanction and that is the sanction

of disbarment” (Stancil, 2022). Giuliani’s lawyer was instead seeking either a letter of

reprimand or a private admonition as an alternative to disbarment. Fox countered that “I

think it was a fundamental harm to the fabric of the country that could well be irreparable”

(Katersky, 2022).

Bastow (2022) commented that “The ultimate resolution for Giuliani will take some time. The

panel will send its final decision to the DC Bar in the spring, and they will make a

recommendation to the DC Court of Appeals. The DC Court of Appeals will then decide whether

or not to revoke his license.”

The Action Taken Against John Eastman

Although perhaps not as widely known as Giuliani, John Eastman’s conduct and public

statements relating to the 2020 election have not escaped scrutiny. Eastman is the founding

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director of the Center for Constitutional Jurisprudence, a public interest law firm affiliated with

the conservative think tank Claremont Institute. Eastman served as former professor

and Dean at the Chapman University School of Law. Eastman had been a clerk for Judge J.

Michael Luttig at the United States Court of Appeals for the Fourth Circuit, and later served as

law clerk to Supreme Court Justice Clarence Thomas.

In a related matter to the 2020 Presidential election, on January 26, 2023, Chief Trial Counsel

George Cardona of the California Bar announced the filing of a Notice of Disciplinary Charges

(NDC) against Eastman that could result in Eastman’s disbarment (State Bar of California

(Office of Communications), 2023). The eleven charges arose from allegations that Eastman

“engaged in a course of conduct to plan, promote, and assist then-President Trump in executing

a strategy, unsupported by facts or law, to overturn the legitimate results of the 2020

presidential election by obstructing the count of electoral votes of certain states” (quoted in

Burris, 2023).

The charges include allegations that Eastman made “false and misleading statements”

regarding purported election fraud, including statements made on January 6, 2021, at a rally in

Washington, D.C., that “contributed to provoking a crowd to assault and breach the Capitol to

intimidate then-Vice President Pence and prevent the electoral count from

proceeding.” Cardona added: “There is nothing more sacrosanct to our American democracy

than free and fair elections and the peaceful transfer of power.”

The basis of the proposed disbarment is that Eastman had drafted two “legal memos” that laid

out strategies to block then-President-elect Joe Biden from taking office by circumventing

established procedures for the counting of electoral votes. The NDC alleges that the “strategies

proposed by these memos, as well as in remarks Eastman made publicly and privately to

President Trump, Vice President Pence, and others, were unsupported by law, based on false

and misleading assertions of fact, and designed for the purpose of keeping Trump in office.”

In facts eerily similar to the allegations raised against Rudy Giuliani, the NDC also alleges that

Eastman ignored these truths when he spoke at the “Save America March” on January 6, 2021,

inciting the crowd to take action when, with the intent to convince them that the outcome of

the presidential election had been affected by fraud. Eastman maintained that “dead people had

voted” in the presidential election, that Dominion voting machines had fraudulently

manipulated the election results, and that Vice President Pence “did not deserve” to be in office

if he did not delay the counting of electoral votes (State Bar of California, 2023).

The proceedings against Eastman are unusual in the sense of their venue. The State Bar Court

of California is the only independent court in the U.S. dedicated solely to attorney discipline where

discipline matters are investigated and prosecuted by the Office of Chief Trial Attorney or OCTC,

acting on behalf of the public. The State Bar Court “oversees disciplinary proceedings and

adjudicates charges filed by OCTC.” The State Bar Court decides whether OCTC has proved

charges of professional misconduct by “clear and convincing evidence” and may recommend

that an attorney be suspended or disbarred. If a disciplinary ruling involves disbarment or

suspension, the State Bar Court’s recommendation is transmitted to the California Supreme

Court, which determines whether to impose the recommended discipline (see

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https://www.statebarcourt.ca.gov).

CONCLUDING COMMENTS AND OBSERVATIONS

An attorney need not be reminded of the serious implications of filing a lawsuit that later may

be deemed “frivolous,” or one filed “in bad faith.” In such circumstances, a court may award

certain litigation costs against an offending lawyer. In addition, the state bar association may

initiate disciplinary proceedings against an attorney who engages in conduct that is “prejudicial

to justice” or reflects upon a lawyer’s character, fitness, or ability to engage in the practice of

law.The 2020 presidential election is the prism in which courts have both awarded significant

litigation costs against both former President Trump and several of his attorneys. In addition,

the actions undertaken by two of the former president’s attorneys have resulted in their being

called before the Bar Association to account for their conduct, erroneous statements, and

unsupported claims.Although actions taken against former Mayor Giuliani and former Dean

John Eastman in their capacities as attorneys for former President Trump have yet to be

finalized, the seriousness with which investigation have thus far been undertaken, or the

actions taken against attorney Alina Habba, point unequivocally to the reality that attorneys

who violate the trust placed in them by the system of justice in the United States place both

their financial resources, livelihoods, and license to practice law in grave jeopardy.

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* Articles Previously Published in the Series

Hunter, R.J. & Shannon, J.H. (2022). Assessing confidentiality in the lawyer-client relationship: A client

perspective (Part I). Advances in Social Sciences Research Journal, 9(10): 418-430.

Hunter, R.J. & Shannon, J.H. (2022). Avoiding common conflicts of interest in the lawyer-client relationship (Part

II). Advances in Social Science Research Journal, 9(11): 119-131.

Hunter, R.J. & Shannon, J.H. (2022). The lawyer-client Relationship: Fee arbitration (Part III). Advances in Social

Science Research Journal, 9(11): 431-446.