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2026-06-22 14:30:00

1.5 Credits

Master the ethics of ABS and MSO arrangements. Learn which structures your jurisdiction permits, navigate referral and co-counsel rules, and protect your practice from costly ethical missteps.

2026-06-22 14:30:00

1.5 hours

Master the ethics of ABS and MSO arrangements. Learn which structures your jurisdiction permits, navigate referral and co-counsel rules, and protect your practice from costly ethical missteps.

2026-06-22 14:30:00

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Course Overview

Non-Lawyer Capital Has Already Crossed State Lines

Arizona, Utah, and Puerto Rico have authorized non-lawyer ownership of law firms through Alternative Business Structures, while California, New York, and South Carolina permit Managed Services Organizations to embed deep into firm operations without crossing the formal ABS line — and the ethics opinions are not converging. Lawyers in prohibition jurisdictions are already taking referrals, sharing co-counsel arrangements, and signing MSO contracts with entities operating lawfully elsewhere, often without recognizing the conflict, fee-splitting, and unauthorized-practice exposure they have created. This program maps the structural difference between ABS and MSO models, walks through the lawyer-participation pathways — referrals, co-counsel, MSO contractual terms subject to negotiation — and compares the positions of Arizona, Utah, Puerto Rico, California, New York, and South Carolina alongside the recent ethics opinions driving them, including Nathan Crystal’s forthcoming article “ABS? or MSO?” Attendees will be able to evaluate a proposed ABS or MSO arrangement against their own jurisdiction’s rules and negotiate contract terms that withstand ethics scrutiny.

Key topics that will be covered

What will you learn

Attorneys will learn what ABS and MSO are, how they developed, the models for lawyer participation, and the ethical issues involved in cooperating with them.

What will you gain

Attorneys will gain an overview of jurisdictional positions on ABS and MSO structures, recent ethics opinions, and Nathan Crystal's forthcoming article "ABS? or MSO?"

Origins
What ABS and MSO are, and how and why they developed.
Participation models
Models that have developed for lawyer participation with ABS and MSO vehicles.
ABS arrangements
Referrals and co-counsel arrangements available through Alternative Business Structures.
MSO contracts
Managed Services Organization contractual terms subject to negotiation between lawyers and entities.
Jurisdictional positions
Positions of Arizona, Utah, Puerto Rico, California, New York, and South Carolina on these structures.
Ethical issues
Ethical issues lawyers must consider when deciding whether to cooperate with ABS or MSO.

What will you learn

Attorneys will learn what ABS and MSO are, how they developed, the models for lawyer participation, and the ethical issues involved in cooperating with them.

What will you gain

Attorneys will gain an overview of jurisdictional positions on ABS and MSO structures, recent ethics opinions, and Nathan Crystal's forthcoming article "ABS? or MSO?"

Agenda

SESSION 1

What Are ABS and MSO, and How and Why Did They Develop?

SESSION 2

Lawyer Participation Models in ABS and MSO Vehicles

SESSION 3

Ethical Issues in Cooperating with ABS or MSO

clock 2:30 pm - 3:00 pm EST

What Are ABS and MSO, and How and Why Did They Develop?

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal

Crystal & Giannoni-Crystal, LLC

Trace the origins of Alternative Business Structures and Managed Services Organizations, the regulatory and market forces driving their emergence, and the structural distinctions that separate the two models in current legal practice today.

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal

Crystal & Giannoni-Crystal, LLC

clock 3:00 pm - 3:30 pm EST

Lawyer Participation Models in ABS and MSO Vehicles

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal

Crystal & Giannoni-Crystal, LLC

Examine the participation pathways available to lawyers, including ABS referrals and co-counsel arrangements, MSO engagements, and the specific contractual terms subject to negotiation within each structural model attorneys encounter.

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal

Crystal & Giannoni-Crystal, LLC

clock 3:40 pm - 4:10 pm EST

Ethical Issues in Cooperating with ABS or MSO

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal

Crystal & Giannoni-Crystal, LLC

Identify the fee-splitting, conflicts, and unauthorized-practice exposure lawyers face, alongside recent ethics opinions and the divergent positions taken by Arizona, Utah, Puerto Rico, California, New York, and South Carolina.

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal

Crystal & Giannoni-Crystal, LLC

01 03
Prev
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal

Crystal & Giannoni-Crystal

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Francesca Giannoni-Crystal is a dually qualified U.S. and Italian attorney whose practice bridges Civil Law and Common Law systems, with over two decades of experience advising multinational corporations, law firms, and financial institutions. She focuses on cross-border ethics, international professional responsibility, and multijurisdictional practice issues, often serving as a “lawyer for lawyers” on complex matters involving conflicts of interest, privilege, and professional-conduct compliance. As co-founder of Crystal & Giannoni-Crystal, LLC, she provides guidance on navigating overlapping legal regimes, particularly in international transactions and cross-border representation. She also contributes to advancing education in this field through her work with Technethics, an initiative dedicated to ethics, technology, and global legal compliance.

Education & Credentials

Francesca Giannoni-Crystal is dually qualified as an attorney in the United States and Italy, reflecting her ability to navigate both Common Law and Civil Law systems. Her credentials support a practice focused on international legal ethics, professional responsibility, and cross-border legal compliance.

Recognition & Leadership

Francesca Giannoni-Crystal demonstrates leadership as co-founder of Crystal & Giannoni-Crystal, LLC and through her role in Technethics, an educational platform focused on ethics, technology, and cross-border legal compliance. Her work positions her as a key contributor to the development of best practices in multijurisdictional legal ethics.

Professional Involvement

Francesca Giannoni-Crystal is actively involved in advising law firms and legal professionals on cross-border ethics, conflicts of interest, international privileges, and professional-conduct compliance. Through her work with Technethics, she contributes to education and dialogue on the evolving challenges at the intersection of technology, ethics, and global legal practice.

Experience

Francesca Giannoni-Crystal has over 20 years of experience advising multinational corporations, law firms, and financial institutions on international legal and ethical issues. Prior to co-founding Crystal & Giannoni-Crystal, LLC in 2011 with Professor Nathan M. Crystal, she served as a legal consultant for the Italian Industrial Association and practiced with Deloitte Legal, handling transactional and regulatory matters for global enterprises. She later managed legal affairs for a publicly traded Italian company with subsidiaries across multiple jurisdictions, including the United States, United Kingdom, China, and Brazil, overseeing international contracts, data privacy, and corporate governance. Her work continues to focus on helping attorneys and firms manage risks associated with multijurisdictional professional-conduct rules.

Francesca Giannoni-Crystal

Crystal & Giannoni-Crystal

Francesca Giannoni-Crystal is a dually qualified U.S. and Italian attorney whose practice bridges Civil Law and Common Law systems, with over two decades of experience advising multinational corporations, law firms, and financial institutions. She focuses on cross-border ethics, international professional responsibility, and multijurisdictional practice issues, often serving as a “lawyer for lawyers” on complex matters involving conflicts of interest, privilege, and professional-conduct compliance. As co-founder of Crystal & Giannoni-Crystal, LLC, she provides guidance on navigating overlapping legal regimes, particularly in international transactions and cross-border representation. She also contributes to advancing education in this field through her work with Technethics, an initiative dedicated to ethics, technology, and global legal compliance.

Education & Credentials

Francesca Giannoni-Crystal is dually qualified as an attorney in the United States and Italy, reflecting her ability to navigate both Common Law and Civil Law systems. Her credentials support a practice focused on international legal ethics, professional responsibility, and cross-border legal compliance.

Recognition & Leadership

Francesca Giannoni-Crystal demonstrates leadership as co-founder of Crystal & Giannoni-Crystal, LLC and through her role in Technethics, an educational platform focused on ethics, technology, and cross-border legal compliance. Her work positions her as a key contributor to the development of best practices in multijurisdictional legal ethics.

Professional Involvement

Francesca Giannoni-Crystal is actively involved in advising law firms and legal professionals on cross-border ethics, conflicts of interest, international privileges, and professional-conduct compliance. Through her work with Technethics, she contributes to education and dialogue on the evolving challenges at the intersection of technology, ethics, and global legal practice.

Experience

Francesca Giannoni-Crystal has over 20 years of experience advising multinational corporations, law firms, and financial institutions on international legal and ethical issues. Prior to co-founding Crystal & Giannoni-Crystal, LLC in 2011 with Professor Nathan M. Crystal, she served as a legal consultant for the Italian Industrial Association and practiced with Deloitte Legal, handling transactional and regulatory matters for global enterprises. She later managed legal affairs for a publicly traded Italian company with subsidiaries across multiple jurisdictions, including the United States, United Kingdom, China, and Brazil, overseeing international contracts, data privacy, and corporate governance. Her work continues to focus on helping attorneys and firms manage risks associated with multijurisdictional professional-conduct rules.

Nathan M. Crystal

Crystal & Giannoni-Crystal

Nathan M. Crystal is the co-founder, attorney, and general counsel of Crystal & Giannoni-Crystal, LLC (CGC), the boutique firm he established in 2011 with Francesca Giannoni-Crystal. Both a scholar and a practicing attorney, Nathan concentrates in professional responsibility and contract law, advising individuals, entities, and major law firms and lecturing on these subjects throughout the world. He has consulted on contracts and professional responsibility for almost forty years and has served as a testifying or consulting expert in more than 100 cases.

Education & Credentials

Nathan holds degrees from the University of Pennsylvania (Wharton School) and Emory Law School, where he graduated second in his class and served as editor-in-chief of the Journal of Public Law. He earned an LL.M. from Harvard Law School. He is admitted to practice in South Carolina, Georgia, New York, and the District of Columbia.

Recognition & Leadership

Nathan is a Class of 1969 Professor Emeritus of Professional Responsibility and Contract Law at the University of South Carolina, where he taught for 34 years, and currently teaches Professional Responsibility at NYU as an adjunct professor. He has been selected for The Best Lawyers in America© since 2015 in Ethics and Professional Responsibility Law, and since 2018 as Lawyer of the Year for Charleston, SC in the same field.

Professional Involvement

Nathan has served on the South Carolina Bar Ethics Advisory Committee for more than twenty years, including as chair from 2002–2003, and on the New York City Bar Ethics Advisory Committee. He has chaired the International Law Committee of the South Carolina Bar and is a member of the ABA, South Carolina Bar, Georgia Bar, New York State and City Bar Associations, Association of Professional Responsibility Lawyers, and American Association for Justice.

Experience

Nathan is the author or co-author of four books — three on legal ethics and one on contract law — including Professional Responsibility: Problems of Practice and the Profession (Aspen, 7th ed. 2020), used at more than 30 law schools, and Problems in Contract Law: Cases and Materials (Aspen, 9th ed. 2019), used at more than 80 law schools and reported to be one of the two most widely adopted contracts books in the country. He authors the bimonthly "Ethics Watch" column for South Carolina Lawyer and lectures frequently to the American Bar Association and the United States Department of Justice on professional ethics.

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