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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