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Ariel Joseph B.

Nicolas Prohibition praying that said confirmation and the


Problem Areas in Legal Ethics consequent appointment of Monsod as Chairman
of the Commission on Elections be declared null
CAYETANO VS. MONSOD and void.
G.R. No. 100113, September 3, 1991
ISSUE:
Practice of law means any activity, in or out of Whether Monsod possess the requirement of
court, which requires the application of law, legal having practiced law for at least ten years.
procedure, knowledge, training and experience.
"To engage in the practice of law is to perform FINDINGS OF THE COURT:
those acts which are characteristics of the
profession. Generally, to practice law is to give The Supreme Court dismissed the petition.
notice or render any kind of service, which device Monsod possess the requirement of having
or service requires the use in any degree of legal practiced law for at least ten years.
knowledge or skill."
RATIO DECIDENDI:
Corollary to this is the term "private practitioner"
and which is in many ways synonymous with the Practice of law means any activity, in or out of
word "lawyer." Today, although many lawyers do court, which requires the application of law, legal
not engage in private practice, it is still a fact that procedure, knowledge, training and experience.
the majority of lawyers are private practitioners. "To engage in the practice of law is to perform
those acts which are characteristics of the
At this point, it might be helpful to define private profession. Generally, to practice law is to give
practice. The term, as commonly understood, notice or render any kind of service, which device
means "an individual or organization engaged in or service requires the use in any degree of legal
the business of delivering legal services." (Ibid.). knowledge or skill."
Lawyers who practice alone are often called "sole
practitioners." Groups of lawyers are called Atty. Christian Monsod is a member of the
"firms." The firm is usually a partnership and Philippine Bar, having passed the bar examinations
members of the firm are the partners. Some firms of 1960. He has also been paying his professional
may be organized as professional corporations and license fees as lawyer for more than ten years.
the members called shareholders. In either case,
the members of the firm are the experienced He first worked in his father’s law office. Afterward,
attorneys. In most firms, there are younger or more he worked in the World Bank Group as an
inexperienced salaried attorneys called operations officer for two years in Costa Rica and
"associates." Panama, which involved getting acquainted with
the laws of member-countries, negotiating loans
FACTS: and coordinating legal, economic, and project
work of the Bank. Thereafter, he worked with the
Christian Monsod was nominated by President Meralco Group, served as chief executive officer of
Corazon C. Aquino to the position of Chairman of an investment bank and subsequently of a
the COMELEC. Commission on Appointments business conglomerate, and since 1986, has
confirmed the nomination of Monsod as Chairman rendered services to various companies as a legal
of the COMELEC. Subsequently, he took his oath of and economic consultant or chief executive officer.
office and assumed office as Chairman of the As former Secretary-General (1986) and National
COMELEC. Chairman (1987) of NAMFREL. Monsod’s work
involved being knowledgeable in election law. He
However, Renato Cayetano opposed the appeared for NAMFREL in its accreditation
nomination arguing that the former does not hearings before the Comelec.
possess the required qualification of having been
engaged in the practice of law for at least ten A corporate lawyer, for all intents and purposes, is
years. He filed a petition for Certiorari and a lawyer who handles the legal affairs of a
corporation. His areas of concern or jurisdiction
may include, inter alia: corporate legal research, RE: DISTURBING SOCIAL MEDIA POSTS OF
tax laws research, acting out as corporate LAWYERS/LAW PROFESSORS
secretary (in board meetings), appearances in both A.M. 21-06-20-SC, August 16, 2023
courts and other adjudicatory agencies (including
the Securities and Exchange Commission), and in The lawyers' right to privacy, especially when it
other capacities which require an ability to deal comes to their social media account, is limited.
with the law. They cannot use this right as a shield against any
liability. At best, the right to privacy has limited
In a loan agreement, for instance, a negotiating application to online activities of lawyers.
panel acts as a team, and which is adequately
constituted to meet the various contingencies that There is no assurance that posts on Facebook, or
arise during a negotiation. Besides top officials of any social media platform for that matter, can be
the Borrower concerned, there are the legal officer placed within the confines of privacy… Further, the
(such as the legal counsel), the finance manager, fact that the exchanges leaked means that his
and an operations officer (such as an official social media account is not locked as he claims or
involved in negotiating the contracts) who that there is a rat amidst them.
comprise the members of the team.
It is settled that in ascertaining whether there is a
In the same vein, lawyers play an important role in violation of the right to privacy, the test is whether
any debt restructuring program. For aside from a person has a reasonable expectation of privacy
performing the tasks of legislative drafting and and whether the expectation has been violated.
legal advising, they score national development This, in tum, entails a two-part test: (1) whether, by
policies as key factors in maintaining their a person's conduct, such individual has exhibited
countries’ sovereignty. an expectation of privacy; and (2) this expectation
is one that society recognizes as reasonable.
Loan concessions and compromises, perhaps even
more so than purely re negotiation policies, Rule 7.03 - A lawyer shall not engage in conduct
demand expertise in the law of contracts, in that adversely reflects on his fitness to practice
legislation and agreement drafting and in re law, nor shall he whether in public or private life,
negotiation. Necessarily, a sovereign lawyer may behave in a scandalous manner to the discredit of
work with an international business specialist or the legal profession.
an economist in the formulation of a model loan
agreement. Debt restructuring contract Undoubtedly, inappropriate, disrespectful, and
agreements contain such a mixture of technical defamatory language of lawyers, even in the
language that they should be carefully drafted and private sphere, are still within reach of this Court's
signed only with the advice of competent counsel disciplinary authority.
in conjunction with the guidance of adequate
technical support personnel. Clearly, the principles of non-discrimination and
equality are deeply embedded in the Philippine
Hence, Atty. Monsod s past work experiences as a system of laws. As such, every member of the legal
lawyer-economist, a lawyer-manager, a lawyer- profession is bound to observe and abide by them,
entrepreneur of industry, a lawyer-negotiator of especially when dealing with LGBTQIA+
contracts, and a lawyer-legislator of both the rich individuals.
and the poor — verily more than satisfy the
constitutional requirement — that he has been FACTS:
engaged in the practice of law for at least ten
years. In a resolution dated June 29, 2021, the Supreme
Court, motu proprio, required Atty. Antay, Jr., Atty.
Tabujara, Atty. Calderon, Atty. Nicanor, and Atty.
Navarette to show cause why no administrative
charges should be filed against them for their
Facebook posts talking about the judges in Taguig, The Supreme Court cited Belo-Henares v. Atty.
their sexuality and alleged corruption. Guevarra. Under this jurisprudence, the Supreme
Court held that before one can have an
Atty. Antay, Jr. apologized for his posts and claimed expectation of privacy in his or her online social
that the words he used was merely descriptive and networking activity - in this case, Facebook - it
was not intended to disparage and disrespect is first necessary that said user manifests the
others. intention to keep certain posts private, through
the employment of measures to prevent access
Atty. Nicanor expressed his remorse and said that thereto or to limit its visibility. This intention can
he only made one comment directed to Atty. materialize in cyberspace through the utilization of
Antay, Jr. jesting that the judge might like him. Facebook's privacy tools. In other words,
utilization of these privacy tools is the
Atty. Navarette claimed that he did not intend to manifestation, in the cyber world, of the user's
discriminate against members of the LGBTQ+ invocation of his or her right to informational
community. He added that he grew up and worked privacy.
with them. He also apologized for being not
sensitive enough. There is no assurance that posts on Facebook, or
any social media platform for that matter, can be
Atty. Tabujara averred that he is a moderator of placed within the confines of privacy. Further, the
numerous online pages and forums and every post fact that the exchanges leaked means that his
he makes is always made in good faith. He claimed social media account is not locked as he claims or
that he has LGBTQIA+ friends, colleagues and that there is a rat amidst them.
classmates with whom he has smooth and close
relationships spanning decades. It is settled that in ascertaining whether there is a
violation of the right to privacy, the test is whether
ISSUES: a person has a reasonable expectation of privacy
(a) Whether the lawyers can invoke the right to and whether the expectation has been violated.
privacy as a shield against administrative liability. This, in tum, entails a two-part test: (1) whether,
(b) Whether the lawyers committed violated the by a person's conduct, such individual has
Code of Professional Responsibility. exhibited an expectation of privacy; and (2) this
expectation is one that society recognizes as
FINDINGS OF THE COURT reasonable.
The Supreme Court reprimanded Atty. Antay, Jr.,
Atty. Nicanor, Atty. Navarette, and Atty. Calderon. (b)
However, the Court impose a fine against Atty. The Supreme Court held that the lawyers violated
Tabujara. All of them have a stern warning that a the Code of Professional Responsibility.
repetition of the same or similar offense will be
dealt with more severely. Rule 7.03 states that a lawyer shall not engage in
conduct that adversely reflects on his fitness to
RATIO DECIDENDI practice law, nor shall he whether in public or
private life, behave in a scandalous manner to the
(a) discredit of the legal profession.
The Supreme Court said that the lawyers cannot
invoke the right to privacy as a shield against Lawyers are burdened with a high degree of social
administrative liability. responsibility and, hence, must handle their
personal affairs with great caution. Undoubtedly,
The lawyers' right to privacy, especially when it inappropriate, disrespectful, and defamatory
comes to their social media account, is limited. language of lawyers, even in the private sphere,
They cannot use this right as a shield against any are still within reach of this Court's disciplinary
liability. At best, the right to privacy has limited authority.
application to online activities of lawyers.
Furthermore, the principles of non-discrimination proper decorum at all times, be it in his public or
and equality are deeply embedded in the private life. He overlooked the fact that he must
Philippine system of laws. As such, every member behave in a manner befitting of an officer of the
of the legal profession is bound to observe and court, that is, respectful, firm, and decent. Instead,
abide by them, especially when dealing with he acted inappropriately and rudely; he used
LGBTQIA+ individuals. words unbecoming of an officer of the law, and
conducted himself in an aggressive way by hurling
BELO-HENARES VS. ATTY. GUEVARRA insults and maligning complainant's and BMGI's
A.C. No. 11394, December 01, 2016 reputation.

To address concerns about privacy, but without FACTS:


defeating its purpose, Facebook was armed with Maria Victoria G. Belo-Henares is the Medical
different privacy tools designed to regulate the Director and principal stockholder of the Belo
accessibility of a user's profile, as well as Medical Group, Inc. engaged in the specialized
information uploaded by the user. field of cosmetic surgery. On the other hand, Atty.
Roberto C. Guevarra is the lawyer of a certain Ms.
Consequently, before one can have an expectation Josefina Norcio.
of privacy in his or her online social networking
activity - in this case, Facebook - it is first necessary Norcio filed criminal cases against Belo-Henares
that said user manifests the intention to keep for an allegedly botched surgical procedure on her
certain posts private, through the employment of buttocks.
measures to prevent access thereto or to limit its
visibility. This intention can materialize in In 2009, Atty. Guevarra wrote a series of posts on
cyberspace through the utilization of Facebook's his Facebook account insulting and verbally
privacy tools. In other words, utilization of these abusing Belo-Henares that were intended to
privacy tools is the manifestation, in the cyber destroy and ruin the company’s reputation.
world, of the user's invocation of his or her right to Moreover, he posted remarks that allegedly
informational privacy. threatened complainant with criminal conviction,
without factual basis and without proof.
Moreover, even if the Court were to accept
respondent's allegation that his posts were limited Hence, Belo-Henares filed a complaint for
to or viewable by his "Friends" only, there is no disbarment against Atty. Guevarra before the
assurance that the same - or other digital content Integrated Bar of the Philippines.
that he uploads or publishes on his Facebook
profile - will be safeguarded as within the confines Atty. Guevarra argued that as filed in violation of
of privacy, in light of the following: his constitutionally-guaranteed right to privacy
asserting that the posts quoted by complainant
(1) Facebook "allows the world to be more open were private remarks on his private account on
and connected by giving its users the tools to Facebook, meant to be shared only with his circle
interact and share in any conceivable way"; of friends of which Belo-Henares was not a part.
(2) A good number of Facebook users "befriend" He also invoked his freedom of speech.
other users who are total strangers;
(3) The sheer number of "Friends" one user has, IBP-CBD recommended that Atty. Guevarra be
usually by the hundreds; and suspended for a period of one year from the
(4) A user's Facebook friend can "share" the practice of law, with a stem warning that a
former's post, or "tag" others who are not repetition of the same or similar acts shall be dealt
Facebook friends with the former, despite its being with more severely. Moreover, the IBP Board of
visible only to his or her own Facebook friends. Governors resolved to adopt and approve the
recommendation of the IBP-CBD.
By posting the subject remarks on Facebook
directed at complainant and BMGI, he disregarded ISSUE:
the fact that, as a lawyer, he is bound to observe
Whether Atty. Guevarra should be held Facebook friends with the former, despite its being
administratively liable. visible only to his or her own Facebook friends.

FINDINGS OF THE COURT: Thus, restricting the privacy of one's Facebook


The Supreme Court found Atty. Guevarra posts to "Friends" does not guarantee absolute
administratively liable. He is suspended from the protection from the prying eyes of another user
practice of law for one year and is sternly warned who does not belong to one's circle of friends. The
that a repetition of the same or similar acts will be user's own Facebook friend can share said content
dealt with more severely. or tag his or her own Facebook friend thereto,
regardless of whether the user tagged by the latter
RATIO DECIDENDI: is Facebook friends or not with the former. Also,
The Supreme Court rejected the defense of Atty. when the post is shared or when a person is
Guevarra invoking his right to privacy. tagged, the respective Facebook friends of the
person who shared the post or who was tagged
To address concerns about privacy, but without can view the post, the privacy setting of which was
defeating its purpose, Facebook was armed with set at "Friends."
different privacy tools designed to regulate the
accessibility of a user's profile, as well as Furthermore, Atty. Guevarra’s inappropriate and
information uploaded by the user. obscene language and his act of publicly insulting
and undermining the reputation of Belo-Henares
Consequently, before one can have an expectation violate Rule 7.03, Rule 8.01, and Rule 19.01 of the
of privacy in his or her online social networking Code of Professional Responsibility.
activity - in this case, Facebook - it is first necessary
that said user manifests the intention to keep Rule 7.03 - A lawyer shall not engage in conduct
certain posts private, through the employment of that adversely reflects on his fitness to practice
measures to prevent access thereto or to limit its law, nor shall he, whether in public or private life,
visibility. This intention can materialize in behave in a scandalous manner to the discredit of
cyberspace through the utilization of Facebook's the legal profession.
privacy tools. In other words, utilization of these
privacy tools is the manifestation, in the cyber Rule 8.01 - A lawyer shall not, in his professional
world, of the user's invocation of his or her right to dealings, use language which is abusive, offensive
informational privacy. or otherwise improper.

Rule 19.01 - A lawyer shall employ only fair and


Moreover, even if the Court were to accept honest means to attain the lawful objectives of his
respondent's allegation that his posts were limited client and shall not present, participate in
to or viewable by his "Friends" only, there is no presenting or threaten to present unfounded
assurance that the same - or other digital content criminal charges to obtain an improper advantage
that he uploads or publishes on his Facebook in any case or proceeding.
profile - will be safeguarded as within the confines
of privacy, in light of the following: By posting the subject remarks on Facebook
directed at complainant and BMGI, he disregarded
(1) Facebook "allows the world to be more open the fact that, as a lawyer, he is bound to observe
and connected by giving its users the tools to proper decorum at all times, be it in his public or
interact and share in any conceivable way"; private life. He overlooked the fact that he must
(2) A good number of Facebook users "befriend" behave in a manner befitting of an officer of the
other users who are total strangers; court, that is, respectful, firm, and decent. Instead,
(3) The sheer number of "Friends" one user has, he acted inappropriately and rudely; he used
usually by the hundreds; and words unbecoming of an officer of the law, and
(4) A user's Facebook friend can "share" the conducted himself in an aggressive way by hurling
former's post, or "tag" others who are not insults and maligning complainant's and BMGI's
reputation.
ULEP VS. LEGAL CLINIC, INC. shall use only true, honest, fair, dignified and
Bar Matter No. 553, June 17, 1993 objective information or statement of facts. He is
not supposed to use or permit the use of any false,
Practice of law means any activity, in or out of fraudulent, misleading, deceptive, undignified,
court, which requires the application of law, legal self-laudatory or unfair statement or claim
procedures, knowledge, training and experience. regarding his qualifications or legal services. Nor
To engage in the practice of law is to perform those shall he pay or give something of value to
acts which are characteristic of the profession. representatives of the mass media in anticipation
Generally, to practice law is to give advice or of, or in return for, publicity to attract legal
render any kind of service that involves legal business.
knowledge or skill.
The standards of the legal profession condemn the
The practice of law is not limited to the conduct of lawyer's advertisement of his talents. A lawyer
cases in court. It includes legal advice and counsel, cannot, without violating the ethics of his
and the preparation of legal instruments and profession.
contract by which legal rights are secured,
although such matter may or may not be pending Of course, not all types of advertising or solicitation
in a court. are prohibited.

In the practice of his profession, a licensed attorney The first of such exceptions is the publication in
at law generally engages in three principal types of reputable law lists, in a manner consistent with the
professional activity: legal advice and instructions standards of conduct imposed by the canons, of
to clients to inform them of their rights and brief biographical and informative data. The law
obligations, preparation for clients of documents list must be a reputable law list published primarily
requiring knowledge of legal principles not for that purpose; it cannot be a mere supplemental
possessed by ordinary layman, and appearance for feature of a paper, magazine, trade journal or
clients before public tribunals which possess power periodical which is published principally for other
and authority to determine rights of life, liberty, purposes.
and property according to law, in order to assist in
proper interpretation and enforcement of law. The use of an ordinary simple professional card is
also permitted. The card may contain only a
That fact that the corporation employs paralegals statement of his name, the name of the law firm
to carry out its services is not controlling. What is which he is connected with, address, telephone
important is that it is engaged in the practice of number and special branch of law practiced.
law by virtue of the nature of the services it renders
which thereby brings it within the ambit of the FACTS:
statutory prohibitions against the advertisements
which it has caused to be published and are now Petitioner Ulep filed a petition against Respondent
assailed in this proceeding. Legal Clinic, Inc. praying that the Supreme Court
order the respondent to cease and desist from
In the Philippines, we still have a restricted concept issuing advertisements similar to those already
and limited acceptance of what may be considered released and to perpetually prohibit persons or
as paralegal service. As pointed out by FIDA, some entities from making advertisements pertaining to
persons not duly licensed to practice law are or the exercise of the law profession other than those
have been allowed limited representation in behalf allowed by law.
of another or to render legal services, but such
allowable services are limited in scope and extent According to Ulep, the advertisements are
by the law, rules or regulations granting champterous, unethical, demeaning of the law
permission therefor. profession, and destructive of the confidence of
the community in the integrity of the members of
The Code of Professional Responsibility provides the bar.
that a lawyer in making known his legal services
In its answer to the petition, respondent argues rights and obligations, preparation for clients of
that it is not engaged in the practice of law but in documents requiring knowledge of legal principles
the rendering of "legal support services" through not possessed by ordinary layman, and
paralegals with the use of modern computers and appearance for clients before public tribunals
electronic machines and that they should be which possess power and authority to determine
allowed to advertise due to the ruling on John R. rights of life, liberty, and property according to law,
Bates and Van O'Steen vs. State Bar of Arizona in order to assist in proper interpretation and
decided by the United States Supreme Court. enforcement of law.

ISSUES: The contention of respondent that it merely offers


(a) Whether respondent is engaged in the practice legal support services can neither be seriously
of law. considered nor sustained. Respondent corporation
(b) Whether its service can properly be the subject gives out legal information to laymen and lawyers.
of the advertisements. With its attorneys and so-called paralegals, it will
necessarily have to explain to the client the
FINDINGS OF THE COURT intricacies of the law and advise him or her on the
proper course of action to be taken as may be
The Supreme Court resolved to restrain and enjoin provided for by said law. That is what its
the respondent. from issuing or causing the advertisements represent and for the which
publication or dissemination of any advertisement services it will consequently charge and be paid.
in any form which is of the same or similar tenor That activity falls squarely within the
and purpose as the subject of the petition, and jurisprudential definition of "practice of law."
from conducting, directly or indirectly, any activity,
operation or transaction proscribed by law or the Furthermore, the Philippines still have a restricted
Code of Professional Ethics. concept and limited acceptance of what may be
considered as paralegal service. As pointed out by
RATIO DECIDENDI: FIDA, some persons not duly licensed to practice
law are or have been allowed limited
(a) representation in behalf of another or to render
The Supreme Court held that the respondent is legal services, but such allowable services are
engaged in the practice of law. limited in scope and extent by the law, rules or
regulations granting permission therefor.
Practice of law means any activity, in or out of
court, which requires the application of law, legal (b)
procedures, knowledge, training and experience. The Supreme Court held that the respondent’s
To engage in the practice of law is to perform those service cannot be the subject of advertisements.
acts which are characteristic of the profession.
Generally, to practice law is to give advice or The Code of Professional Responsibility provides
render any kind of service that involves legal that a lawyer in making known his legal services
knowledge or skill. shall use only true, honest, fair, dignified and
objective information or statement of facts. He is
The practice of law is not limited to the conduct of not supposed to use or permit the use of any false,
cases in court. It includes legal advice and counsel, fraudulent, misleading, deceptive, undignified,
and the preparation of legal instruments and self-laudatory or unfair statement or claim
contract by which legal rights are secured, regarding his qualifications or legal services. Nor
although such matter may or may not be pending shall he pay or give something of value to
in a court. representatives of the mass media in anticipation
of, or in return for, publicity to attract legal
In the practice of his profession, a licensed business.
attorney at law generally engages in three principal
types of professional activity: legal advice and The standards of the legal profession condemn the
instructions to clients to inform them of their lawyer's advertisement of his talents. A lawyer
cannot, without violating the ethics of his
profession, advertise his talents or skill as in a FACTS:
manner similar to a merchant advertising his Estanilo Bayot, who is an attorney-at-law, is
goods. charged with malpractice for having published an
advertisement in the Sunday Tribune of June 13,
Of course, not all types of advertising or 1943. He admitted having published the
solicitation are prohibited. advertisement and asked for the mercy of the
court. Furthermore, he alleged that he only
The first of such exceptions is the publication in published the advertisement once.
reputable law lists, in a manner consistent with the
standards of conduct imposed by the canons, of ISSUE:
brief biographical and informative data. The law Whether Bayot is liable for having published his
list must be a reputable law list published primarily advertisement.
for that purpose; it cannot be a mere
supplemental feature of a paper, magazine, trade FINDINGS OF THE COURT:
journal or periodical which is published principally
for other purposes. The Supreme Court ruled that Bayot should be
reprimanded considering his plea for leniency and
Furthermore, the use of an ordinary simple his promise not to repeat the misconduct.
professional card is also permitted. The card may
contain only a statement of his name, the name of RATIO DECIDENDI:
the law firm which he is connected with, address, The Supreme Court held that the practice of
telephone number and special branch of law soliciting cases at law for the purpose of gain,
practiced. either personally or thru paid agents or brokers,
constitutes malpractice. It is highly unethical for an
Moreover, the Supreme Court believes that with attorney to advertise his talents or skill as a
the present situation of our legal and judicial merchant advertises his wares. Law is a profession
systems, to allow the publication of and not a trade. Furthermore, according to the
advertisements of the kind used by respondent Supreme Court, the most worth and effective
would only serve to aggravate what is already a advertisement possible, even for a young lawyer, is
deteriorating public opinion of the legal profession the establishment of a well-merited reputation for
whose integrity has consistently been under attack professional capacity and fidelity to trust. This
lately by media and the community in general. cannot be forced but must be the outcome of
character and conduct.
DIRECTOR OF RELIGIOUS AFFAIRS VS. BAYOT
A.C. No. L-1117, March 20, 1944

Section 25 of Rule 127 expressly provides among


other things that "the practice of soliciting cases at
law for the purpose of gain, either personally or
thru paid agents or brokers, constitutes
malpractice." It is highly unethical for an attorney
to advertise his talents or skill as a merchant
advertises his wares. Law is a profession and not a
trade.

"The most worth and effective advertisement


possible, even for a young lawyer, . . . is the
establishment of a well-merited reputation for
professional capacity and fidelity to trust. This
cannot be forced but must be the outcome of
character and conduct."

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