New York

Regulatory profile maintained from NY Courts; NYSBA.

Sources verifiedVerified

Last reviewed 2026-09-10. Always confirm the current rule on the official source before acting.

Bar & Regulation

Ethics hotline
Research pending
Mandatory bar
No
New York has a voluntary bar (NYSBA).
Client security fund
Research pending

Trust Accounts & Fees

Trust recordkeeping rules
Three-way reconciliation required; follow NY trust account rules
Fee agreement requirements
Contingency fees in writing; subject to NY fee rules
Flat-fee / advance-fee treatment
Confirm current rule — NY has specific guidance on flat fees
Limited-scope representation
Limited-scope representation permitted under NY RPC 1.2(c)

CLE & Advertising

Current CLE requirements
24 credits per 2-year cycle, including 4 ethics; confirm current cycle
Trade-name / firm-name rules
Firm names regulated under NY RPC 7.1-7.5

Practice & Remote

Remote / virtual practice guidance
Remote practice permitted; check NY ethics opinions on virtual offices
Multijurisdictional / UPL rules
NY RPC 5.5 governs MJP and UPL
Succession / designated-successor
Check current rule on succession planning
Malpractice insurance rules
No mandatory malpractice insurance; disclosure may be required
Data security / breach guidance
Follow NY ethics guidance on data security
Permitted entity types
PC, PLLC, LLC, partnership (confirm current rule)

Business Formation

Secretary of State
www.dos.ny.gov/corps
State tax department
www.tax.ny.gov
Local business registration
www.ny.gov

Courts & E-Filing

State court homepage
www.nycourts.gov
Civil procedure rules
www.nycourts.gov/rules/cplr
Rules of evidence
www.nycourts.gov/rules
Regulations / admin decisions
regs.dos.ny.gov

Federal Courts

Federal district courts
S.D.N.Y., E.D.N.Y., W.D.N.Y., N.D.N.Y.
Federal bankruptcy courts
S.D., E.D., W.D., N.D. N.Y.
Federal court admission
www.nysd.uscourts.gov
Pro hac vice rules
NY RPC 5.5; pro hac vice via local court rules

Support & Resources

Lawyer assistance / wellness
www.nyslap.org
Law libraries
NY State Law Library; county law libraries
Practice management assistance
NYSBA practice management resources
Incubators / mentoring / referral
Check NYSBA and local bars
Malpractice insurers / guidance
Various; confirm with NYSBA resources

Verification record

Review date
2026-09-10
Source authority
NY Courts; NYSBA
Status
Verified
Initial verified profile seeded

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