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California Business And Professions Code Section 6069

Legal Research Home > California Lawyer > Business and Professions Code > California Business And Professions Code Section 6069

(a) Every member of the State Bar shall be deemed by
operation of this law to have irrevocably authorized the disclosure
to the State Bar and the Supreme Court pursuant to Section 7473 of
the Government Code of any and all financial records held by
financial institutions as defined in subdivisions (a) and (b) of
Section 7465 of the Government Code pertaining to accounts which the
member must maintain in accordance with the Rules of Professional
Conduct; provided that no such financial records shall be disclosed
to the State Bar without a subpoena therefor having been issued
pursuant to Section 6049 of this code, and further provided that the
board of governors shall by rule provide notice to the member similar
to that notice provided for in subdivision (d) of Section 7473 of
the Government Code.  Such notice may be sent by mail addressed to
the member's current office or other address for State Bar purposes
as shown on the member's registration records of the State Bar.
   The State Bar shall, by mail addressed to the member's current
office or other address for State Bar purposes as shown on the member'
s registration records of the State Bar, notify its members annually
of the provisions of this subdivision (a).
   (b) With regard to the examination of all financial records other
than those mentioned in subdivision (a) of this section, held by
financial institutions as defined in subdivisions (a) and (b) of
Section 7465 of the Government Code, no such financial records shall
be disclosed to the State Bar without a subpoena therefor having been
issued pursuant to Section 6049 of this code and the board of
governors shall by rule provide for service of a copy of the subpoena
on the customer as defined in subdivision (d) of Section 7465 of the
Government Code and an opportunity for the customer to move the
board or committee having jurisdiction to quash the subpoena prior to
examination of the financial records.  Review of the actions of the
board or any committee on such motions shall be had only by the
Supreme Court in accordance with the procedure prescribed by the
court.  Service of a copy of any subpoena issued pursuant to this
subdivision (b) may be made on a member of the State Bar by mail
addressed to the member's current office or other address for State
Bar purposes as shown on the member's registration records of the
State Bar.  If the customer is other than a member, service shall be
made pursuant to Chapter 4 (commencing with Section 413.10) of Title
5 of Part 2 of the Code of Civil Procedure, except that service may
be made by an employee of the State Bar.
   (c) For purposes of this section, "member of the State Bar" or
"member" means every member of the State Bar, law firm in California
of which a member of the State Bar is a member, and law corporation
within the meaning of Article 10 of Chapter 4 of Division 3 of this
code.

Last modified: January 12, 2009