Getzels v. The State Bar of Cal.

CourtCalifornia Court of Appeal
DecidedJune 26, 2025
DocketB338089
StatusPublished

This text of Getzels v. The State Bar of Cal. (Getzels v. The State Bar of Cal.) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Getzels v. The State Bar of Cal., (Cal. Ct. App. 2025).

Opinion

Filed 6/26/25 CERTIFIED FOR PUBLICATION

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION FOUR

MORRIS S. GETZELS, B338089

Plaintiff and Appellant, (Los Angeles County Super. Ct. No. 23STCV18632) v.

THE STATE BAR OF CALIFORNIA,

Defendant and Respondent.

APPEAL from a judgment of the Superior Court of Los Angeles County, Jill T. Feeney, Judge. Affirmed. Steiner & Libo and Leonard Steiner, for Plaintiff and Appellant. Office of the General Counsel of the State Bar of California, Ellin Davtyan, Kirsten R. Galler, Lisa Jacobs, and Suzanne C. Grandt, for Defendant and Respondent.

__________________________

Plaintiff Morris S. Getzels, an attorney and licensee of defendant the State Bar of California (the State Bar), appeals from a judgment of dismissal following an order sustaining the State Bar’s demurrer without leave to amend. Getzels challenges the constitutional validity of State Bar Rule 2.30 (rule 2.30), subdivisions (B) and (C). Rule 2.30 precludes the State Bar’s inactive licensees from acting as private arbitrators and mediators. Getzels argues the rule violates the Equal Protection Clauses of the federal and California Constitutions by treating inactive licensees differently from everyone else in “the entire world.” Getzels contends the rule’s disparate treatment of inactive licensees is subject to strict scrutiny because the rule impinges on a fundamental liberty, “freedom of contract.” Alternatively, he contends there is no rational basis for the rule. We conclude Getzels’s equal protection challenge is subject to rational basis review, and a rational basis exists for any disparate treatment of inactive licensees in rule 2.30. The judgment of dismissal is affirmed.

FACTUAL AND PROCEDURAL BACKGROUND A. The State Bar The State Bar is a public corporation established by the California Constitution. (Cal. Const., art. VI, § 9.) It serves as an administrative arm of the California Supreme Court for purposes of attorney regulation and discipline. (In re Attorney Discipline System (1998) 19 Cal.4th 582, 599–600; see In re Rose (2000) 22 Cal.4th 430, 438 [“The State Bar is a constitutional entity, placed within the judicial article of the California Constitution, and thus expressly acknowledged as an integral part of the judicial function”].) Under the State Bar Act (Stats. 1927, ch. 34, codified at Bus. & Prof. Code, § 6000, et seq.), the State Bar may “formulate and declare rules and regulations” necessary for carrying out its responsibilities. (Bus. & Prof. Code, § 6025.)

2 Article VI, section 9 of the California Constitution states: “Every person admitted and licensed to practice law in this State is and shall be a member of the State Bar except while holding office as a judge of a court of record.” Members of the State Bar are its “licensees.” (See Bus. & Prof. Code, § 6002.) Licensees are divided into two classes: active and inactive. (Id. at § 6003.) Different annual license fees are fixed by the State Bar for each, with the inactive fee being lower. (Id. at §§ 6140, 6141.) All licensees are active until they request to be or are involuntarily enrolled as inactive. (Id. at § 6004.)

B. State Bar Rule 2.30 Inactive license status was formerly governed by Article 1, Section 2 of the Rules and Regulations of the State Bar. It provided in part: “No member of the State Bar . . . occupying a position wherein he or she is called upon to give legal advice or counsel or examine the law or pass upon the legal effect of any act, document or law, shall be enrolled as an inactive member.” In January 2005, the State Bar proposed amending the former rule to clarify that licensees acting as private arbitrators and mediators had to be active licensees. A staff report prepared for the State Bar board in 2005 (the 2005 Staff Report) explained that the annual fee paid by active licensees was based “largely on the cost of administering the State Bar’s regulatory system.” The report stated that because inactive licensees “ceased to associate with the practice of law,” they were unlikely to invoke the regulatory jurisdiction of the State Bar, and this warranted a discounted annual license fee. Article 1, Section 2 required inactive licensees to “distance themselves from the practice of law

3 and not burden the State Bar’s regulatory system,” as they no longer shared in its cost. The 2005 Staff Report observed that attorneys that serve as private arbitrators and mediators did not distance themselves from the legal profession. The parties that hired them called upon them to do what Article 1, Section 2 prohibited: “‘give legal advice or counsel’, or ‘examine the law or pass upon the legal effect of any act, document or law.’” Indeed, private arbitrators and mediators often advertised their “attorney status” as a benefit, “emphasizing that legal skills enhance the process.” Because they engaged in conduct so closely related to the practice of law, there was a “likelihood of complaints to the State Bar’s discipline office” or “other demands on the State Bar’s regulatory jurisdiction.” The report concluded bar members who serve as arbitrators or mediators should be required to pay the active membership fee, as they are still engaged in conduct associated with, as opposed to distanced from, the practice of law. The State Bar board approved the proposed amendments to the former rule. The rule was amended to read: “No member of the State Bar . . . occupying a position wherein he or she is called upon in any capacity to give legal advice or counsel or examine the law or pass upon the legal effect of any act, document or law shall be enrolled as an inactive member.” (Italics added to highlight changes.) Thereafter, former Article 1, Section 2 was transferred to rule 2.30. Minor edits, such as replacing the word “member” with “licensee,” were made to the rule in 2007 and 2019. At the time Getzels filed his complaint in August 2023, rule 2.30 stated:

4 “(A) Any licensee not under suspension, who does not engage in any of the activities listed in (B) in California, may, upon written request, be enrolled as an inactive licensee. The Secretary may, in any case in which to do otherwise would work an injustice and subject to any direction of the board permit retroactive enrollment of inactive licensees.[ 1]

“(B) No licensee practicing law, or occupying a position in the employ of or rendering any legal service for an active licensee, or occupying a position wherein he or she is called upon in any capacity to give legal advice or counsel or examine the law or pass upon the legal effect of any act, document or law, shall be enrolled as an inactive licensee.

“(C) Notwithstanding (A) and (B) a licensee serving for a court or any other governmental agency as a referee, hearing officer, court commissioner, temporary judge, arbitrator, mediator or in another similar capacity is eligible for enrollment as an inactive licensee if he or she does not otherwise engage in any of the activities listed in (B) or hold himself or herself out as being entitled to practice law.”

(Fn. omitted.) The State Bar’s instructions for its Application for Transfer to Inactive Status state an inactive licensee is precluded from “engaging in certain activities in California including, but not limited to, working as a private arbitrator, mediator, referee or

1 The second sentence of subdivision (A) was amended effective September 2023, as follows: “The State Bar may, in any case in which to do otherwise would work an injustice, permit retroactive enrollment of inactive licensees.” No modifications were made to subdivisions (B) and (C).

5 other dispute resolution provider . . . where the licensee will be called upon to give legal advice or counsel or examine the law or pass upon the legal effect of any act, document or law.” 2

C.

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Getzels v. The State Bar of Cal., Counsel Stack Legal Research, https://law.counselstack.com/opinion/getzels-v-the-state-bar-of-cal-calctapp-2025.