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Establishment of a legal professional liability insurance and client protection system

Research Project

Project/Area Number 17K03460
Research Category

Grant-in-Aid for Scientific Research (C)

Allocation TypeMulti-year Fund
Section一般
Research Field Civil law
Research InstitutionAoyama Gakuin University

Principal Investigator

YAMASHITA Noritaka  青山学院大学, 法学部, 教授 (00278087)

Project Period (FY) 2017-04-01 – 2023-03-31
Project Status Completed (Fiscal Year 2022)
Budget Amount *help
¥1,690,000 (Direct Cost: ¥1,300,000、Indirect Cost: ¥390,000)
Fiscal Year 2019: ¥520,000 (Direct Cost: ¥400,000、Indirect Cost: ¥120,000)
Fiscal Year 2018: ¥520,000 (Direct Cost: ¥400,000、Indirect Cost: ¥120,000)
Fiscal Year 2017: ¥650,000 (Direct Cost: ¥500,000、Indirect Cost: ¥150,000)
Keywords依頼者見舞金制度 / 弁護士賠償責任保険 / 弁護士成年後見人信用保証制度 / 信用保険 / 通知義務違反 / 通知義務 / 不誠実保険 / D&O保険 / 認識ある過失 / 重過失 / 弁護士費用保険 / 弁護士報酬 / 弁護士保険 / 法律専門職業人 / 専門職業人賠償責任保険 / 依頼者保護
Outline of Final Research Achievements

For damages incurred by the client or a third party as a result of an act in violation of Article 72 of the Lawyer Act, Legal Professionals' Liability Insurance does not apply to the practice covered by these Insurance and is covered by the legal malpractice exclusion. The recognized negligence exclusion applicable to lawyers’ liability insurance is a different concept from the intentional exclusion, and the application of the exclusion should be determined based on the average lawyer.
The Lawyer Guardianship Credit Guarantee Program began on October 1, 2020 with respect to the protection of clients. Although the program is limited to services such as adult guardianship for lawyers, the scope of the program should be expanded in the future in light of the objective of victim relief. In addition to liability insurance, it is also important to protect clients through a system of credit insurance.

Academic Significance and Societal Importance of the Research Achievements

弁護士賠償責任保険の保険事故と通知義務を課す約款の規定との関係、通知義務違反との関係を理論的に解明した。認識ある過失免責条項をめぐる学説の状況を整理し改訂後の約款条項の合理性を説明した。弁護士法72条に抵触する行為が法律専門職業人の業務範囲に該当せず、また法令免責事由にも該当し、いずれも保険保護を享受できないことを学術的に明らかにした。
依頼者保護に関しての賠償責任保険の利用の限界、依頼者見舞制度は別に、信用保険制度を利用した方法での依頼者保護を図ることの重要性を示した点に社会的意義がある。

Report

(7 results)
  • 2022 Annual Research Report   Final Research Report ( PDF )
  • 2021 Research-status Report
  • 2020 Research-status Report
  • 2019 Research-status Report
  • 2018 Research-status Report
  • 2017 Research-status Report
  • Research Products

    (6 results)

All 2022 2020 2019 2017

All Journal Article (5 results) (of which Open Access: 1 results) Presentation (1 results)

  • [Journal Article] Some Considerations on Lawyers’ Professional Liability Policies2022

    • Author(s)
      山下 典孝
    • Journal Title

      阪大法学

      Volume: 72 Issue: 3-4 Pages: 220-197

    • DOI

      10.18910/89711

    • ISSN
      04384997
    • Year and Date
      2022-11-30
    • Related Report
      2022 Annual Research Report
    • Open Access
  • [Journal Article] (判例解説)D&O保険における法令違反免責条項の適用が争点とされた事案[東京高等裁判所令和2年12月17日判決LEX/DB25591037)]2022

    • Author(s)
      山下典孝
    • Journal Title

      法学セミナー増刊速報判例解説(新・判例Watch )

      Volume: 31号 Pages: 163-166

    • Related Report
      2022 Annual Research Report
  • [Journal Article] 護士賠償責任保険契約における免責条項についての一考察2020

    • Author(s)
      山下典孝
    • Journal Title

      青山法学論集

      Volume: 61巻4号 Pages: 385-401

    • Related Report
      2019 Research-status Report
  • [Journal Article] 弁護士費用保険を巡る諸問題2019

    • Author(s)
      山下典孝
    • Journal Title

      勝野義孝先生古稀記念論文集編集委員会編『共済と保険の現在と未来』

      Volume: 0 Pages: 346-364

    • Related Report
      2018 Research-status Report
  • [Journal Article] 第2章わが国の「権利保護保険」の理論的検討と克服すべき課題2017

    • Author(s)
      山下典孝
    • Journal Title

      LAC研究会編『権利保護保険のすべて』(商事法務)

      Volume: 0 Pages: 23-50

    • Related Report
      2017 Research-status Report
  • [Presentation] 弁護士費用保険を巡る諸問題の検討―近時の2つの裁判例を中心として-2017

    • Author(s)
      山下典孝
    • Organizer
      日本保険学会関東部会報告会
    • Related Report
      2017 Research-status Report

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Published: 2017-04-28   Modified: 2024-01-30  

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