FORMS: 11.9 ASSOCIATION OF COUNSEL
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This form is used by Americans who wish to file an "Association of Counsel" with the court that identifies the breakdown of responsibilities between the attorney and the client. This will enable the Citizen to minimize his legal expenses in the process of defending himself by any tax actions.

<<ATTORNEY NAME>>

<<ATTORNEY ADDRESS>
<<ATTORNEY PHONE NUMBER>>

SUPERIOR COURT OF THE STATE OF CALIFORNIA
IN AND FOR THE COUNTY OF SAN DIEGO

 

In re the matter of:

Plaintiff: United States,

v.

Defendant: <<PRO SE NAME>>,

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 Case No.: ____________________

ASSOCIATION OF COUNSEL

Defendant , <<DEFENDANT NAME>>, hereby associates Attorney, <<ATTORNEY NAME>> of <<LAW OFFICE NAME>>, whose address is <<ATTORNEY ADDRESS>>, as counsel in the above referenced matter for matters pertaining to litigation but not service of process for this matter.

ATTORNEY ROLE

  1. Attorney is authorized by Defendant to:

    2. b. Appear on behalf of Defendant for any depositions scheduled.

    a. Prepare and submit all pleadings to the court on behalf of Defendant and provide a copy of said pleadings to all parties, including Defendant via a Proof of Service form.

    b. Negotiate issues of settlement with the Plaintiff so long as Defendant is present and hearing every word spoken to the Plaintiff.

    c. Receive notice of all ex parte appearances or other court hearing initiated by Plaintiff. Attorney shall notify Defendant within 3 hours via telephone (messages OK) and email of any such Ex Parte notifications.

  2. All other pleadings and notices not mentioned above shall be served directly on Defendant.

    3. DEFENDANT ROLE

  3. Defendant shall be responsible for:

    4. a. Receiving, serializing, filing, and indexing all case documents.

    b. Providing a copy of all pleadings he receives to attorney via fax within 24 hours of receipt.

    c. Regularly providing to attorney a document listing of all documents on file.

    d. Organize the case file.

    d. Preparing Trial Outlines and provide them to Attorney at least five days before all regular hearings via fax. These outlines will describe all elements and background of the case, and the issues to be litigated.

    e. Serving documents prepared by Attorney upon the Plaintiff, and providing copies of Proof of Service forms to Attorney.

    f. Handle calendar matters, including changing hearing dates and times with the concurrence of the Plaintiff.

    g. Handle all phone calls from the Plaintiff relating to service of process, calendaring, and discovery, but not answer any questions about the conduct of the case relating to other matters. There shall be an especial effort to minimize time spent on the phone with the opposing counsel to avoid running up fees.

  4. <<ATTORNEY NAME>> and <<LAW FIRM NAME>> shall not be deemed agents for service of process on behalf of Defendant as a result of the filing of this limited association of counsel, other than as specified above.
  5. I authorize the foregoing association.
Dated: <<PRO SE NAME>>, in pro per

 

 

I accept the foregoing association.

Dated: <<ATTORNEY NAME>>

Associated Counsel