why have attorney approve form and content of release

by Lacey Langworth 10 min read

The California Supreme Court found that "approved as to form and content" is an affirmation that "counsel has read the document, it embodies the parties’ agreement, and counsel perceives no impediment to his client signing it". (citing Freedman v. Brutzkus, 182 Cal. App. 4th 1065, 1070 (2010)).

Full Answer

What is the purpose of a release form?

A release form, or general release form, is a legal document that serves as consent in writing to release the legal liability of a releasee by a releasor. The document is a formal acknowledgment that, once signed, is a legal release of all a releasee obligations within an agreement.

What does approved to form mean?

Approved as to Form means, with regard to personnel actions only, agreement that the legal requirements as to process and the form of a document have been complied with based on information provided to the person giving Approval as to Form.

When should a client release form be signed?

The form must be signed before any injury occurs to be enforceable.

What does signing a release mean?

​​​​​​​ A release is a legally binding contract. Essentially, if you sign a release you give up the right to sue the at-fault party and their insurance company will be under no obligation to ever pay anything else to you. In return, you'll receive a settlement check.

What is signing as to form?

Normally, this designation is a term of legal art, meaning only that the attorney has read the agreement, that it embodies the parties' understanding, and that he sees no impediment to signing the agreement.

What does as to form only mean?

“Approved as to form only" signifies only that the written judgment comports with the court's oral pronouncement and does not affect a party's right to seek a new trial. This notation "does not indicate a consent judgment [or] a voluntary relinquishment of the right to appeal." [

What does a release mean in legal terms?

1) To cease to be bound by an obligation or to concede a right.

What should be included in a release of information?

Recorded the date and time the request was received. Identified the date and time the requested information was needed. Identified to whom the information was to be sent. Confirmed that the request included a valid authorization.

What is a client release form?

A Client Release Form for Hair Services is a document that is provided to the client which releases the salon or the hairstylist for any liabilities in regards to the result of the service. This document is important because it will protect the salon company and the hairstylist for legal matters if needed.

Is a release form a contract?

A release is essentially a contract that attempts to excuse a business, for injuries to a person that arise out of the foreseeable and unenforceable risks in an activity. In order to make sure your business is legally protected, you'll need a well-drafted document.

What is the difference between a settlement agreement and a release?

A settlement agreement, also called a release, is a binding contract that settles a lawsuit or potential lawsuit between two or more parties and stipulates that no lawsuit can be filed in the future. The courts encourage parties to resolve their dispute through a settlement agreement rather than through the courts.

What is a complete release?

Full Release means a written release, in a form satisfactory to the Company (and similar to the Agreement set forth in Exhibit A (with such changes as may be reasonably required to such form to help ensure its enforceability in light of any changes in applicable law) pursuant to which the Executive fully and completely ...

Why are medical release forms necessary?

Medical release forms are essential for helping to protect both you and your patients. The form helps protect the patient's privacy and right to release personal information as willing … and it protects your right to release information as consented.

Is a release form a contract?

A release is essentially a contract that attempts to excuse a business, for injuries to a person that arise out of the foreseeable and unenforceable risks in an activity. In order to make sure your business is legally protected, you'll need a well-drafted document.

How long are release of information good for?

HIPAA does not impose any specific time limit on authorizations. For example, an authorization could state that it is good for 30 days, 90 days or even for 2 years. An authorization could also provide that it expires when the client reaches a certain age.

What is a signed media release?

A Media Release Form or a Media Consent Release, is a legally binding document that grants authorization for a party to produce, reproduce (or reuse), edit videos, take pictures, print, and record sound of an individual. Individuals under the age of 18 will need their legal guardian to sign the form.

What does "approved as to form" mean?

Settlement Agreements have long ended with a routine notation by which attorneys for the respective parties sign under the words "approved as to form" or "approved as to form and content.". In signing the settlement agreement with this phrase, an attorney usually does not expect to be personally bound by the provisions of the settlement agreement. ...

What is the meaning of the citation to the parties' attorneys in the confidentiality provisions of the settlement agreement?

Citing references to the parties' attorneys in the confidentiality provisions of the settlement agreement, the court held that an attorney’s signature on a document, with a notation that it is approved as to form and content does not, as a matter of law, preclude a factual finding that the attorney intended to be bound by the document’s terms.

What is the legal question of a counsel's signature?

The court stated "the legal question is whether counsel’s signature approving an agreement as to form and content for his clients’ signature precludes, as a matter of law , a finding that he also intended to be bound by the agreement.".

What should the parties to a settlement agreement consider?

The parties to a settlement agreement should consider carefully whether they intend their respective attorneys to be personally bound by any provisions in the settlement agreement, such as confidentiality, and be sure the settlement agreement accurately reflects that intention.

What does "approved as to form and content" mean?

You've seen them. The settlement agreements with "Approved as to form and content" at the end of document, with a place for the attorneys to sign right along with the parties. I know a lawyer that has, for many years, refused to sign off on such language. His reason? He's not a party to the agreement; his client is. It turns out that his instincts were pretty accurate. In what it believes to be a case of first impression, the Court of Appeal (Second Appellate District, Division Four), in Freedman v. Brutzkus (March 11, 2010), examined at least some of the legal import of that language:

What is the only reasonable meaning to be given to a recital that counsel approves the agreement as to form and content?

We conclude that the only reasonable meaning to be given to a recital that counsel approves the agreement as to form and content, is that the attorney, in so stating, asserts that he or she is the attorney for his or her particular party, and that the document is in the proper form and embodies the deal that was made between the parties.

Who is the author of Complex Litigator?

It is a resource for legal professionals to use as a tool for examining different viewpoints related to changing legal precedent. H. Scott Leviant is the editor-in-chief and primary author of The Complex Litigator.

What does "approved as to form and content" mean?

The California Supreme Court found that "approved as to form and content" is an affirmation that "counsel has read the document, it embodies the parties’ agreement, and counsel perceives no impediment to his client signing it". (citing Freedman v. Brutzkus, 182 Cal. App. 4th 1065, 1070 (2010)). The Court did not stop there, however, finding "the legal question is whether counsel’s signature approving an agreement as to form and content for his clients’ signature precludes, as a matter of law, a finding that he also intended to be bound by the agreement". The Court, citing references to the parties' attorneys in the confidentiality provisions of the settlement agreement, concluded that an attorney’s signature on a document with a notation that it is approved as to form and content does not, as a matter of law, preclude a factual finding that the attorney intended to be bound by the document’s terms.

What is the legal basis for processing personal information?

Our Legal Basis for Processing: Generally, we rely on our legitimate interests in order to process your personal information. For example, we rely on this legal ground if we use your personal information to manage your Registration Data and administer our relationship with you; to deliver our Website and Services; understand and improve our Website and Services; report reader analytics to our authors; to personalize your experience on our Website and Services; and where necessary to protect or defend our or another's rights or property, or to detect, prevent, or otherwise address fraud, security, safety or privacy issues. Please see Article 6 (1) (f) of the E.U. General Data Protection Regulation ("GDPR") In addition, there may be other situations where other grounds for processing may exist, such as where processing is a result of legal requirements (GDPR Article 6 (1) (c)) or for reasons of public interest (GDPR Article 6 (1) (e)). Please see the "Your Rights" section of this Privacy Policy immediately below for more information about how you may request that we limit or refrain from processing your personal information.

What is disclosure in law enforcement?

Any court, governmental authority, law enforcement agency or other third party where we believe disclosure is necessary to comp ly with a legal or regulatory obligation, or otherwise to protect our rights, the rights of any third party or individuals' personal safety, or to detect, prevent, or otherwise address fraud, security or safety issues.

What is the settlement agreement in California?

The settlement agreement in that case several provisions purporting to impose confidentiality obligations on the parties and their counsel. When the plaintiffs' counsel allegedly violated those obligations, the defendant sued. Plaintiff's counsel (now a defendant) then sought dismissal under California's Anti-SLAPP (strategic lawsuit against public participation) statute (CCP § 425.16).

Does JD Supra share your information?

Onward Transfer to Third Parties: As noted in the "How We Share Your Data" Section above, JD Supra may share your information with third parties. When JD Supra discloses your personal information to third parties, we have ensured that such third parties have either certified under the EU-U.S. or Swiss Privacy Shield Framework and will process all personal data received from EU member states/Switzerland in reliance on the applicable Privacy Shield Framework or that they have been subjected to strict contractual provisions in their contract with us to guarantee an adequate level of data protection for your data.

Does JD Supra use automatic decision making?

Please note that JD Supra does not use "automatic decision making" or "profiling" as those terms are defined in the GDPR.

Is the information provided herein applicable in all situations?

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

Do attorneys approve documents as to form?

Some attorneys make it their policy only to approve documents as to form, possibly sensing the potential for trouble by addressing the content of an agreement. Others approve agreements as to both form and content, presuming their duties are limited to their clients. The law lies somewhere in between.

Can an attorney approve an agreement?

It is settled that an attorney cannot approve an agreement or give a legal opinion on behalf of an opposing party. (See, B.L.M. v. Sabo & Deitsch (1997) 55 Cal.App.4th 823, 839). To find otherwise would upend the meaning of a common legal practice and potentially interfere with the attorney’s absolute duty of loyalty to their own clients. (See, Fireman’s Fund Ins. Co. v. McDonald, Hecht & Solberg (1994) 30 Cal.App.4th 1373, 1383-1384 [36 Cal.Rptr.2d 424] [Because of the inherent character of the attorney-client relationship, it has been jealously guarded and restricted to only the parties involved].) Nonetheless, the question of what the attorney’s approval of an agreement as to form and content means had never been addressed by a California court.

Is the recital a representation to the opposing party?

The court stopped short of finding that the recital is not a representation to the opposing party, however, declining to decide the unpresented question of whether Freedman’s client would have a cause of action against Brutzkus. Although made in dicta, the court’s warning sounds just as loudly: exercise caution when communicating with the opposing party in any setting. Freedman is a fraud action and is factually unique, but representations giving rise to tort liability may lurk in the most unlikely of places.

Is a recital that counsel approves the agreement as to form and content an actionable representation?

The California Court of Appeal for the Second District determined that the only reasonable meaning to be given to a recital that counsel approves the agreement as to form and content is that the attorney, in so stating, asserts that he or she is the attorney for his or her particular party, and that the document is in the proper form and embodies the deal that was made between the parties. It is not an actionable representation to the attorney for the opposing party.

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