Mandatory Bar Challenges
State Bar of Texas (McDonald et al v. Firth et al)
Quick Facts
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In March 2019, three Texas lawyers sued the State Bar of Texas claiming that under Janus v. AFSCME (2018), it is unconstitutional for an attorney to be required to join the State Bar of Texas in order to practice law. The plaintiffs also challenge Bar programs that they claim exceed the Bar’s “core regulatory functions.”
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In May 2020, U.S. District Judge Lee Yeakel granted the State Bar’s cross-motion for summary judgment and denied the plaintiffs’ motion for partial summary judgment. The plaintiffs appealed the decision to the 5th Circuit Court of Appeals in New Orleans.
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In July 2021, a panel of the 5th Circuit upheld the constitutionality of the vast majority of the challenged State Bar programs and activities, including the Bar’s CLE and annual meeting programming, diversity initiatives, the Texas Bar Journal, and the bulk of its access to justice initiatives.
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The panel found parts of the State Bar’s and Texas Access to Justice Commission’s legislative efforts were not germane to the Bar’s purposes of regulating the legal profession or improving the quality of legal services available to Texans, and therefore use of mandatory dues for those efforts violates the constitutional rights of the plaintiffs. The panel also found the Bar’s procedures are not sufficient to allow members to challenge activities they believe to be nongermane.
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The panel vacated the district court’s summary judgment, rendered partial summary judgment in favor of the plaintiffs, and remanded the case for the district court to determine the full scope of relief to which the plaintiffs are entitled.
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The court also granted a preliminary injunction preventing the State Bar from requiring the three plaintiffs to join or pay dues pending completion of the remedies phase before the district court on remand. The injunction does not prevent the State Bar from requiring membership of, or collecting dues from, other bar members.
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The State Bar Board of Directors voted on July 19, 2021, to direct counsel to notify the 5th Circuit that the Bar would not seek rehearing of the panel decision. At its meeting on September 24, 2021, the board approved changes to State Bar rules and policies to comply with the 5th Circuit opinion. The changes include updates to the bar’s budgeting, legislative, and expenditure objection processes. On October 12, 2021, the Texas Supreme Court issued an order amending the State Bar Rules.
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On November 24, 2021, the McDonald plaintiffs filed a petition for writ of certiorari with the U.S. Supreme Court.
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On December 2, 2021, U.S. District Judge Lee Yeakel entered final judgment in the case.
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On December 30, 2021, the State Bar filed a conditional cross-petition for a writ of certiorari with the U.S. Supreme Court.
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On April 4, 2022, the U.S. Supreme Court denied certiorari in the case.
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The 5th Circuit panel opinion does not change the longstanding U.S. Supreme Court precedent that supports the mandatory bar. The opinion also does not undermine the fundamental structure and purposes of the State Bar of Texas, which was established by the Texas Legislature in aid of the Texas Supreme Court’s inherent authority to regulate the practice of law.
Timeline
March 6, 2019 |
Plaintiffs filed complaint |
March 25, 2019 |
Plaintiffs filed motion for preliminary injunction and motion for partial summary judgment on liability |
April 25 – May 17, 2019 |
Amicus briefs filed in support of Plaintiffs: Amicus briefs filed in support of the State Bar: |
May 13, 2019 |
State Bar filed responsive briefs, cross-motion for summary judgment, and motion to dismiss for lack of subject-matter jurisdiction |
May 23, 2019 |
Status conference held; Court scheduled summary-judgment merits hearing for August 1. Plaintiffs agreed to pay their 2019- 2020 State Bar dues. |
May 31, 2019 |
Plaintiffs filed responses and replies. |
June 18, 2019 |
State Bar filed reply in support of cross-motion for summary judgment |
August 1, 2019 |
Summary-judgment merits hearing held; motion for preliminary injunction dismissed |
May 29, 2020 |
Judge granted State Bar’s cross-motion for summary judgment and denied plaintiffs’ partial motion for summary judgment |
June 2, 2020 |
Plaintiffs filed notice of appeal to the 5th Circuit |
June 30, 2020 |
Plaintiffs filed opening brief with the 5th Circuit |
July 30, 2020 |
State Bar filed brief with the 5th Circuit |
March 4, 2021 |
Oral arguments held at the 5th Circuit |
July 2, 2021 | |
July 7 & 8, 2021 |
State Bar notified the 5th Circuit it did not intend to file a petition for panel rehearing and/or rehearing en banc, and the 5th Circuit mandate issued |
August 30, 2021 |
District court held status conference regarding remedies phase of the case |
September 30, 2021 | |
November 24, 2021 |
Plaintiffs filed petition for a writ of certiorari to the U.S. Supreme Court |
December 2, 2021 |
District court judge entered final judgment. |
December 30, 2021 |
State Bar filed conditional cross-petition for a writ of certiorari with the U.S. Supreme Court |
February 7, 2022 |
State Bar filed brief for the respondents in opposition to plaintiffs' writ of certiorari with the U.S. Supreme Court |
February 22, 2022 |
Plaintiffs filed reply brief supporting petition for writ of certiorari with the U.S. Supreme Court |
February 28, 2022 |
Plaintiffs filed brief in opposition to conditional cross-petition for writ of certiorari with the U.S. Supreme Court |
March 14, 2022 |
State Bar filed reply brief supporting conditional cross-petition for writ of certiorari with the U.S. Supreme Court |
April 4, 2022 |
Certiorari denied by U.S. Supreme Court |
For a list of all of the McDonald v. Firth filings, please visit this page.
State Bar of Texas (Bennett v. State Bar of Texas)
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Plaintiffs’ Motion for the Defendant to Show Authority to be Represented by Its Present Legal Counsel
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Plaintiffs’ Motion for Class Certification and Proposed Order
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Plaintiffs’ Opposition to Defendant’s Motion to Transfer Venue
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Order Denying Plaintiffs’ Motion for Defendants to Show Authority
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Plaintiffs’ Motion to Extend the Deadline to File a Notice of Appeal
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Defendant’s Response to Plaintiff’s Motion to Extend Deadline
Other Mandatory Bar Challenges
Challenges to other mandatory bars appear below, along with hyperlinks to case filings where available.
State Bar Association of North Dakota (Fleck v. Wetch )
Louisiana State Bar (Boudreaux v. Louisiana State Bar and the Louisiana Supreme Court)
Oklahoma Bar Association (Schell v. Gurich)
Oregon State Bar (Crowe v. Oregon State Bar)
Oregon State Bar (Gruber v. Oregon State Bar)
Utah State Bar (Pomeroy v. Utah State Bar)
State Bar of Michigan (Taylor v. State Bar of Michigan et al)
State Bar of Wisconsin (Jarchow v. State Bar of Wisconsin)
State Bar of Wisconsin (File v. Kastner et al)