|1. Serving as a fiduciary.|
10-1 Serving as trustee of a testamentary trust
04-1 Serving as executor for non-relative
98-6 Serving as elected library trustee.
97-5 Serving as trustee of two nominee trusts; conservator and executor.
95-3 Serving as fiduciary for long term friend.
92-6 Serving as executrix for estate of non family member.
92-1 Acting as administrator of estate for deceased ward.
91-1 Serving as fiduciary for college roommate; definition of "close familial relationship."
90-4 Acting as guardian for non-family member.
|2. Involvement in the practice of law.|
13-3 Working nights and weekends to complete real estate closings after becoming Assistant Clerk
06-5 Conflict - married to Assistant DA and relationship by marriage to police officer in court's jurisdiction
02-2 Appearing pro se before Zoning Board and on appeal Superior Court, Land Court, Appeals Court, or Supreme Judicial Court.
99-5 Serving as Major in the Judge Advocate General's Corps., U.S. Army Reserve.
97-5 Serving as escrow agent in a Superior Court Action on behalf of "client."
96-2 Issues involved in winding up law practice.
95-7 Entering practice of law after leaving office; taking leave of absence to practice law.
95-6 Being asked for assistance in context of employment.
92-6 Receiving referral fees arising from causes of action brought before being sworn in.
91-5 Performing legal research for law firm while on furlough or authorized vacation.
|3. Involvement in Alternative Dispute Resolution.|
98-7 Part-time employment as mediator.
96-6 Performing mediation or arbitration services for MCAD.
94-10 Arbitrator for American Registry of Arbitrators.
94-1 Engaging in for-profit mediation business.
92-7 Unpaid, volunteer work in connection with private dispute resolution business.
91-4 Case evaluator for ADR project for contested divorce cases.
|4. Campaigning for self and others.|
14-3 Running for District Attorney; Leave of Absence.
12-4 Running for office of Clerk without leave of absence from Acting Clerk position
12-3 Assistant Clerk running for clerk's position without a leave of absence
08-1 Running for Register of Probate in same office where employed as Assistant Register without taking leave of absence
06-3 Continuing employment as assistant clerk if candidate for position of clerk
01-3 Continuing employment as First Assistant Register of Probate upon becoming a candidate for Register of Probate in same court.
00-8 Running for Register of Probate, now employed as Assistant Clerk in different court department in different county.
00-6 Running for Clerk of Court; leave of absence.
00-5 Limits on political activities when spouse runs for state representative.
00-3 Running for Register of Probate while continuing employment as First Assistant Register.
00-2 Running for of Clerk_Magistrate of Superior Court; restrictions on activities as Assistant Clerk, taking leave of absence; bail responsibilities.
97-2 Providing endorsement to candidate for Register of Probate.
97-1 Acceptance of campaign contribution from litigant while running for position of Register of Probate.
96-5 Serving on committee to elect Register of Probate.
95-8 Running for of Register of Probate.
95-5 Running for Register of Probate without taking unpaid leave.
94-7 Taking leave of absence to run for position of Clerk of Courts.
94-3 Solicitation of funds to run for position of Clerk of Courts.
92-3 Involvement with sibling's campaign for position of town clerk.
|5. Political activities.|
12-2 Clerk-magistrate's attendance at a political event
11-1 Attending brother's campaign kickoff event in another state
10-4 Spouse wishes to put up political sign on lawn displaying name of candidate for state representative
08-2 Running for election to city council or school committee
07-4 Whether Code applies to Assistant Case Manager in Probate and Family Court
06-1 Attendance at mayor's inaugural ball
04-4 Attending political fundraiser
03-9 Volunteering for Boston 2004, host for Democratic National Convention
03-6 Attending testimonial dinner to honor state representative
03-5 Attending dinner dance for recently elected state representative
03-1 Attendance at governor's inauguration
02-1 Attendance at political fundraiser.
01-1 Serving on political committee after being appointed to fill unexpired term of Register of Probate.
00-1 Performing as master of ceremonies for mayoral inauguration.
99-6 Serving as elected member of City Council.
98-3 Political activities by self and family members.
96-4 Spouse making political contributions from joint account; attendance at political functions as "private citizen" with or without spouse.
96-3 Serving as member of ward committee; conflict with spouse's duties as constable.
95-4 Attendance at private dinner with Lt. Governor.
94-13 Serving as City Councilor and being elected for Clerk-Magistrate.
94-4 Attending political fund-raising event.
94-3 Solicitation of funds to run for Clerk of Courts.
90-1 Membership in political committee.
90-3 Holding of sign for candidate.
|6. Board Memberships.|
13-8 Sitting as a director on Board of Directors for a national non-profit organization
12-1 Assistant clerk serving as member of board of directors of a credit union
03-8 Serving on town Zoning Board of Appeals
01-1 Serving on board of directors for charter school after being appointed to fill unexpired term of Register of Probate.
00-4 Serving as Director of Bank, not within jurisdiction of court; taking leave of absence.
99-4 Serving on Board of Directors for consortium that is responsible for a shelter for the homeless and a shelter for battered women.
97-8 Serving on Board of Directors of Metropolitan District Corporation.
97-7 Serving as member of Board of Directors of a County Bar Advocate Program
95-2 Serving as Board Member of Legal Assistance Corporation of Central Massachusetts.
94-12 Serving as Co-Chair of Annual Fund and on board of Directors for YMCA.
94-5 Serving as a director on Board of Advisors of non-profit rehabilitation facility.
92-6 Serving as member and chairman of board of Examiners for a City.
91-2 Serving on board of organization that regularly files actions in Clerk-Magistrate's court.
|7. Civic Activities.|
14-1 Serving as elected school committee member Serving as County Bar Advocates member
13-4 Serving as chairperson of fund-raising event
10-3 Serving as president of civic association
09-3 Receiving an award and fundraising
06-4 Becoming trustee for charter school outside jurisdiction
03-3 Serving as member of school council
01-2 Serving on law enforcement advisory board which provides advice regarding distribution of federal block grant money for police department.
00-7 Serving on finance committee of town within jurisdictional area of court.
99-6 Serving as elected member of city council.
98-8 Accepting funds from law firms and merchants, placing them in non-interest bearing account in clerk's name, and disbursing the funds to underwrite prizes for student participants in court's annual Law Day program.
98-6 Serving as elected library trustee and Clerk in District Court.
98-5 Serving as elected town meeting member.
97-5 Serving as unpaid member of Town Zoning Board of Appeals; Southeastern Regional Transit Authority Advisory Board; representative of Town and Secretary of Southeastern Transit Authority Pension Fund.
97-3 Serving as Town Meeting member.
96-8 Appointment to local Human Rights Commission.
96-7 Testifying before Governor's Council on behalf of judicial nominee.
95-1 Serving on local Personnel Board.
94-12 Serving as Co-Chair of Annual Fund and on Board of Directors for YMCA.
94-2 Serving as Town Meeting Member.
93-1 Serving as member of city's election commission.
92-2 Serving as President of booster Club for a high school.
91-7 Serving as Town Meeting Member.
|8. Business/commercial activities.|
14-2 Obtaining broker's license for purpose of buying own home
13-5 Assistant Clerk owns office building through realty trust and two lawyers are tenants; buys and sells property
13-1 Accepting paid part-time work for the city
12-5 Fundraiser to benefit ill attorney with a jewelry party - a small business venture of the Assistant Clerk
09-1 Concerning part-time employment in auto dealership
06-2 Serving as reserve police officer while 1st assistant clerk
05-4 Bail setting in the evening at police station in town where clerk resides
05-2 Labor negotiator for a town
99-3 Appointment as a corporator for savings bank located in Massachusetts.
96-2 Issues involved in winding up law practice.
94-11 Association as independent income tax preparer with CPA.
94-10 Serving as arbitrator for American Registry of Arbitrators.
94-9 Consulting work on federal projects.
92-8 Contacting attorneys to advertise preparation of tax returns.
92-5 Additional, more detailed discussion of issues raised in #92-4, below.
92-4 Stockholder, director, treasurer, clerks and receiving a salary and/or unearned income from a corporation established to provide a private court system in Massachusetts.
91-6 Renting of summer home to attorneys who appear in Clerk-Magistrate's court.
91-3 Reviewing of entry and sale documents for foreclosure proceedings.
|9. Volunteer work.|
13-7 Charitable fundraising
06-6 Eucharist ministry for prisoners at county correctional facility
05-1 Fundraising for not-for-profit organization
94-8 Fund-raising for alumnae association.
92-9 Volunteering on the Regional Advisory Council of the **** Partnership to Reduce Drug Abuse.
92-7 Unpaid volunteer work in connection with private dispute resolution business.
|10. Recusal issues.|
14-4 Jury empanelment in case where father represents co-defendant
13-7 Handling cases involving former clients; father practices as criminal defense attorney in same county
13-2 Newly appointed Assistant Clerk-Magistrate married to attorney with active practice in her jurisdiction. It is appropriate for her to exercise magisterial functions in matters involving spouse?
07-3 Assistant Clerk has two adult children police officers in clerk's jurisdiction
07-1 Conflict with cases filed in Superior Court and cases that involve the city
06-5 Transitioning from law practice
97-6 Testifying on Behalf of an Attorney Before the Board of Bar Overseers
96-3 Conflict with spouse's duties as constable.
90-2 Recusal of Clerk-Magistrates.
|11. Court appointments. Appointment as Special Sheriff. Appointment as Corporator.|
09-2 Assistant Clerk serving as Deputy Sheriff
99-3 Appointment as corporator for savings bank located in Massachusetts.
98-1 Appointment as Special Sheriff by County Sheriff.
90-5 CASA Volunteer/guardian ad litem guardian in Juvenile Court.
|12. Bar Association Activities.|
10-2 Serving on council of local bar association
03-7 Participation in course offered by Committee for Public Counsel Services
03-4 Resuming practice of law after retirement
96-2 Remaining active in bar association.
94-6 Serving on executive committee and a treasurer of bar association.
|13. Practice of law within context of employment as court clerk or Register of Probate.|
01-1 Maintaining position in law firm after being appointed Register of Probate to fill unexpired term.
95-6 Court clerks being asked for assistance in the context of their jobs and the practice of law
|14. Miscellaneous; junkets; acceptance of minimal fee for participation in seminar; unsolicited contribution by law firm to charity in clerk's name; receipt of travel costs and honorarium for participation in program to orient nurses to serve on med-mal tribunals; accepting unsolicited donation on behalf of children; submitting letter of recommendation on behalf of defendant in child rape case; testifying on behalf of an attorney before the BBO.|
15-2 Serving on Judicial Nominating Counsel
15-1 Participation in training program for trial lawyers
14-5 Restrictions on post-retirement employment before retiring
13-6 Submitting letter of recommendation for court officer in disciplinary hearing
12-6 Is it appropriate to sell tickets to a retirement party before employee leaves job?
08-4 Letter of recommendation to U.S. Immigration Court
08-3 Establishment of Legal Defense Fund for Criminal Investigation of Occurrence in Courthouse
07-2 Writing character reference letter on behalf of employee in connection with disciplinary proceedings in a different court
05-3 Romantic relationship of clerk with attorney with active practice in same court
04-3 Lawyer spouse appearing in same jurisdiction
04-2 Attending Law Day dinner as guest of dean
03-10 Clerk nominee married to police sergeant in same jurisdiction
03-2 Accepting appointment to Judicial Nominating Council
99-2 Submitting letter of recommendation on behalf of defendant in child rape case.
99-1 Accepting unsolicited donation on behalf of children's education from memorial fund in memory of deceased husband.
98-9 Attendance at out of state ceremony to introduce judge nominated for award from the Foundation for Improvement of Justice; Foundation to pay for air fare, hotel and banquet meal.
98-4 Participation in program to orient nurses to serve on med-mal tribunals, receipt of travel costs and $50 honorarium.
98-2 Unsolicited contribution by law firm to charity in clerk's name.
97-6 Testifying on Behalf of an Attorney Before the Board of Bar Overseers
97-4 Participation in seminar and receiving "minimal fee."
96-1 Junket with representative to foreign country.
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