Task Force on Access Through Innovation of Legal Services (ATILS)
Notice and Agenda
Thursday, December 12, 2019
10:00 a.m. - 4:00 p.m.
State Bar of California
Conference Rooms 4A-C
180 Howard Street
San Francisco, CA 94105

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Randall Difuntorum at 415-538-2161 or Chair, Justice Lee Edmon at 415-538-2116. Committee members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item/s from the consent agenda.

Committee Members: Andrew Arruda, Simon Boehme, Tara Burd, Hon. Wendy Chang, Abhijeet Chavan, Jean Clauson, Johann Drolshagen, Margie Estrada, Lori Gonzalez, Bridget Gramme, Andrew Kucera, Joanna Mendoza, Kevin Mohr, Heather Morse, Joyce Raby, Allen Rodriguez, Toby Rothschild, Daniel Rubins, Mark Tuft, Angelina Valverde, Joshua Walker.
The order of business is approximate and subject to change.

To Join by Conference Call
Toll-Free Dial-In Number: 1-855-520-7605
Conference Code: 253-541-0212#

Additional Locations
500 Grand Avenue, Suite 100, Des Moines, IA 50309
845 S Figueroa St, Los Angeles, CA 90017

Open Session

A. Chair's Report
1. Roll Call
2. Call for Public Comment
3. Chair's Report
4. Staff Report
5. Approval of Action Summary from the November 6, 2019 Meeting
B. Discussion and Possible Action
1. Recommendations Issued for Public Comment Concerning Exceptions to the Unauthorized Practice of Law, including Consideration of Concepts for Regulation
(Recommendations 1.0, 1.1, 2.0, 2.1, 2.2, 2.3, 2.4, and 2.5.)
2. Recommendations Issued for Public Comment Concerning Fee Sharing and Non-Lawyer Ownership, including Consideration of Concepts for Regulation
(Recommendations 3.1, 3.2, and 3.3.)
3. General Recommendations Issued for Public Comment
(Recommendations 1.2, 1.3, 2.6, 3.0, and 3.4.)
C. Discussion of Other Concepts Raised by the Public Comments Received and the Testimony from the August 10, 2019 Public Hearing
1. Comments received on concepts not considered by the Task Force.
D. Discussion of Further Outreach to Consumers and Other Stakeholders
1. Survey of the public
2. Informal forum for discussion amongst stakeholders and member(s) of the Task Force
Closed Session

None*

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Angela Marlaud at 415-538-2116. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

The notice and agenda is available at: http://board.calbar.ca.gov/Board.aspx