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No. 10089740
United States Court of Appeals for the Ninth Circuit
Daniel Crowe v. Oregon State Bar
No. 10089740 · Decided August 28, 2024
No. 10089740·Ninth Circuit · 2024·
FlawFinder last updated this page Apr. 2, 2026
Case Details
Court
United States Court of Appeals for the Ninth Circuit
Decided
August 28, 2024
Citation
No. 10089740
Disposition
See opinion text.
Full Opinion
FOR PUBLICATION
UNITED STATES COURT OF APPEALS
FOR THE NINTH CIRCUIT
DANIEL Z. CROWE, No. 23-35193
Plaintiff-Appellant, D.C. No. 3:18-cv-
02139-JR
OREGON CIVIL LIBERTIES
ATTORNEYS, an Oregon nonprofit
corporation, OPINION
Plaintiff-Appellant,
and
LAWRENCE K. PETERSON I,
Plaintiff,
v.
OREGON STATE BAR, a Public
Corporation; OREGON STATE BAR
BOARD OF GOVERNORS;
VANESSA A. NORDYKE, President
of the Oregon State Bar Board of
Governors; CHRISTINE
CONSTANTINO, President-elect of
the Oregon State Bar Board of
Governors; HELEN MARIE
2 CROWE V. OREGON STATE BAR
HIERSCHBIEL, Chief Executive
Officer of the Oregon State Bar;
KEITH PALEVSKY, Director of
Finance and Operations of the Oregon
State Bar; AMBER HOLLISTER,
General Counsel for the Oregon State
Bar,
Defendants-Appellees.
Appeal from the United States District Court
for the District of Oregon
Michael H. Simon, District Judge, Presiding
Argued and Submitted April 2, 2024
Portland, Oregon
Filed August 28, 2024
Before: John B. Owens and Michelle T. Friedland, Circuit
Judges, and William Horsley Orrick, * District Judge.
Opinion by Judge Friedland
*
The Honorable William Horsley Orrick, United States District Judge
for the Northern District of California, sitting by designation.
CROWE V. OREGON STATE BAR 3
SUMMARY **
First Amendment/Bar Dues
In an action brought by attorney Daniel Crowe alleging
that the requirement that he join the Oregon State Bar
(“OSB”) infringes his First Amendment right to freedom of
association, the panel dismissed his claims against OSB and
his claims against OSB officers for retrospective relief,
reversed the district court’s summary judgment for OSB
officers on his claims for prospective equitable relief, and
remanded.
Applying Kohn v. State Bar of California, 87 F.4th 1021
(9th Cir. 2023) (en banc), the panel held that OSB is an arm
of the state entitled to sovereign immunity, and therefore
dismissed Crowe’s claims against OSB. Sovereign
immunity also precludes Crowe’s claims for retrospective
relief against individual OSB officers sued in their official
capacities. However, sovereign immunity does not bar
Crowe’s claims for prospective declaratory and injunctive
relief against individual OSB officers.
The panel held that Crowe demonstrated an infringement
on his freedom of association because he objected to certain
statements by OSB in its magazine that would reasonably
have been imputed to OSB’s members. Considering the
totality of the circumstances, OSB traded on its supposedly
unified membership to bolster its own expression, fostering
a misperception about the unanimity of its members’ views.
**
This summary constitutes no part of the opinion of the court. It has
been prepared by court staff for the convenience of the reader.
4 CROWE V. OREGON STATE BAR
Crowe established that OSB impaired his own expression
because he objected to the message sent by his membership.
The panel held that the infringement on Crowe’s
freedom of association did not survive exacting scrutiny
because OSB’s communications were not related to the
Bar’s regulatory purpose. Accordingly, the panel reversed
the district court’s judgment as to Crowe’s freedom of
association claim for prospective equitable relief against
individual OSB officers and remanded for further
proceedings.
COUNSEL
Scott D. Freeman (argued) and Adam C. Shelton, Scharf-
Norton Center for Constitutional Litigation at the Goldwater
Institute, Phoenix, Arizona; Luke D. Miller, Military
Disability Lawyer LLC, Salem, Oregon; for Plaintiffs-
Appellants.
Kristin M. Asai (argued), Paul Matthias-Bennetch, and
Abigail Gore, Holland & Knight LLP, Portland, Oregon, for
Defendants-Appellees.
OPINION
FRIEDLAND, Circuit Judge:
Attorney Daniel Crowe sued the Oregon State Bar and
its officers, arguing that the requirement that he join the Bar
infringes his First Amendment right to freedom of
association. We hold that the Oregon State Bar is an arm of
CROWE V. OREGON STATE BAR 5
the state entitled to sovereign immunity, so the Bar itself
must be dismissed as a defendant. But we hold, as to the
officer defendants, that Crowe has demonstrated an
infringement on his freedom of association because he
objects to certain communications by the Bar that would
reasonably have been imputed to the Bar’s members. We
also hold that the infringement was not justified because the
communications in question were not related to the Bar’s
regulatory purpose. We therefore reverse the district court’s
judgment for the officer defendants on Crowe’s freedom of
association claim and remand for further proceedings.
I.
A.
To practice law in Oregon, an attorney must be a member
of the Oregon State Bar (“OSB”). Or. Rev. Stat. § 9.160(1).
An attorney must also pay annual membership dues, which
are used to fund OSB’s activities. Id. §§ 9.191, 9.200.
Those activities include administering bar exams,
formulating and enforcing rules of professional conduct, and
establishing minimum continuing legal education
requirements for Oregon attorneys. Id. §§ 9.210, 9.490,
9.112. OSB also lobbies the state legislature and publishes
a magazine called the Bulletin. See OSB Bylaws art. 10
(bylaws for OSB communications), 11 (bylaws for
legislation and public policy activities).
In the April 2018 issue of the Bulletin, OSB published
two statements on “White Nationalism and [the]
Normalization of Violence.” The two statements were
published on facing pages, surrounded by a single dark green
border that was not present on the other pages of the
magazine. The first statement had OSB’s dark green logo
on the top of the page, and it was signed by six OSB officers,
6 CROWE V. OREGON STATE BAR
including the President and the Chief Executive Officer.
That statement said:
Statement on White Nationalism and
Normalization of Violence
As the United States continues to grapple
with a resurgence of white nationalism and
the normalization of violence and racism, the
Oregon State Bar remains steadfastly
committed to the vision of a justice system
that operates without discrimination and is
fully accessible to all Oregonians. As we
pursue that vision during times of upheaval,
it is particularly important to understand
current events through the lens of our
complex and often troubled history. The
legacy of that history was seen last year in the
streets of Charlottesville, and in the attacks
on Portland’s MAX train. We unequivocally
condemn these acts of violence.
We equally condemn the proliferation of
speech that incites such violence. Even as we
celebrate the great beneficial power of our
First Amendment, as lawyers we also know it
is not limitless. A systemic failure to address
speech that incites violence emboldens those
who seek to do harm, and continues to hold
historically oppressed communities in fear
and marginalization.
As a unified bar, we are mindful of the
breadth of perspectives encompassed in our
membership. As such, our work will
continue to focus specifically on those issues
CROWE V. OREGON STATE BAR 7
that are directly within our mission, including
the promotion of access to justice, the rule of
law, and a healthy and functional judicial
system that equitably serves everyone. The
current climate of violence, extremism and
exclusion gravely threatens all of the above.
As lawyers, we administer the keys to the
courtroom, and assist our clients in opening
doors to justice. As stewards of the justice
system, it is up to us to safeguard the rule of
law and to ensure its fair and equitable
administration. We simply cannot lay claim
to a healthy justice system if whole segments
of our society are fearful of the very laws and
institutions that exist to protect them.
In today’s troubling climate, the Oregon
State Bar remains committed to equity and
justice for all, and to vigorously promoting
the law as the foundation of a just democracy.
The courageous work done by specialty bars
throughout the state is vital to our efforts and
we continue to be both inspired and
strengthened by those partnerships. We not
only refuse to become accustomed to this
climate, we are intent on standing in support
and solidarity with those historically
marginalized, underrepresented and
vulnerable communities who feel voiceless
within the Oregon legal system.
8 CROWE V. OREGON STATE BAR
The second statement was signed by the Presidents of
seven Oregon Specialty Bar Associations, which are
voluntary organizations separate from OSB. It said:
Joint Statement of the Oregon Specialty
Bar Associations Supporting the Oregon
State Bar’s Statement on White
Nationalism and Normalization of
Violence
The Oregon Asian Pacific American Bar
Association, the Oregon Women Lawyers,
the Oregon Filipino American Lawyers
Association, OGALLA-The LGBT Bar
Association of Oregon, the Oregon Chapter
of the National Bar Association, the Oregon
Minority Lawyers Association, and the
Oregon Hispanic Bar Association support the
Oregon State Bar’s Statement on White
Nationalism and Normalization of Violence
and its commitment to the vision of a justice
system that operates without discrimination
and is fully accessible to all Oregonians.
Through the recent events from the
Portland MAX train attacks to
Charlottesville, we have seen an emboldened
white nationalist movement gain momentum
in the United States and violence based on
racism has become normalized. President
Donald Trump, as the leader of our nation,
has himself catered to this white nationalist
movement, allowing it to make up the base of
his support and providing it a false sense of
legitimacy. He has allowed this dangerous
CROWE V. OREGON STATE BAR 9
movement of racism to gain momentum, and
we believe this is allowing these extremist
ideas to be held up as part of the mainstream,
when they are not. For example, President
Trump has espoused racist comments,
referring to Haiti and African countries as
“shithole countries” and claiming that the
United States should have more immigrants
from countries like Norway. He signed an
executive order that halted all refugee
admissions and barred people from seven
Muslim-majority countries, called Puerto
Ricans who criticized his administration’s
response to Hurricane Maria “politically
motivated ingrates,” said that the white
supremacists marching in Charlottesville,
[Virginia] in August of 2017 were “very fine
people,” and called into question a federal
judge, referring to the Indiana-born judge as
“Mexican,” when the race of his parents had
nothing to do with the judge’s decision. We
are now seeing the white nationalist
movement grow in our state and our country
under this form of leadership.
As attorneys who lead diverse bar
associations throughout Oregon, we
condemn the violence that has occurred as a
result of white nationalism and white
supremacy. Although we recognize the
importance of the First Amendment of the
United States Constitution and the
protections it provides, we condemn speech
that incites violence, such as the violence that
10 CROWE V. OREGON STATE BAR
occurred in Charlottesville. President Trump
needs to unequivocally condemn racist and
white nationalist groups. With his continued
failure to do so, we must step in and speak up.
As attorneys licensed to practice law in
Oregon, we took an oath to “support the
Constitution and the laws of the United States
and of the State of Oregon.” To that end, we
have a duty as attorneys to speak up against
injustice, violence, and when state and
federal laws are violated in the name of white
supremacy or white nationalism. We must
use all our resources, including legal
resources, to protect the rights and safety of
everyone. We applaud the Oregon State
Bar’s commitment to equity and justice by
taking a strong stand against white
nationalism. Our bar associations pledge to
work with the Oregon State Bar and to speak
out against white nationalism and the
normalization of racism and violence.
Daniel Crowe, an attorney and member of OSB, objected
to the statements. OSB’s bylaws provide a dispute
resolution procedure by which a member of the Bar can
request a refund for “any portion of the member’s bar dues
[used] for activities he or she considers promotes or opposes
political or ideological causes.” OSB Bylaws § 11.3.
Invoking that policy, Crowe demanded a refund of his dues.
OSB gave Crowe and other objecting members refunds for
their shares of the cost of publishing the April 2018 issue of
the Bulletin, plus interest.
CROWE V. OREGON STATE BAR 11
B.
1.
Still unsatisfied, Crowe filed a lawsuit against OSB and
some of its officers (collectively, “Defendants”) alleging
violations of his First Amendment rights. 1
The Complaint alleged, among other things, that OSB
used its compulsory dues for activities that were not
“germane” to OSB’s purpose and that doing so violated
Crowe’s right to freedom of speech; that OSB’s refund
process for objecting members was insufficient; and that
compulsory membership in OSB violated his right to
freedom of association. Crowe sought declaratory and
injunctive relief, as well as damages in the amount of all the
dues he previously paid to OSB.
Defendants moved to dismiss, and the district court
granted the motion. Crowe appealed.
On appeal, our court affirmed in part and reversed in
part. Crowe v. Or. State Bar, 989 F.3d 714, 720 (9th Cir.
2021) (“Crowe I”). Applying the then-controlling test, we
held that OSB was not an arm of the state entitled to
sovereign immunity. Id. at 730-33 (applying test from
1
Crowe also formed the Oregon Civil Liberties Attorneys (“ORCLA”),
and ORCLA joined him as a co-plaintiff in this suit. ORCLA has
asserted that it has organizational standing under Hunt v. Washington
State Apple Advertising Commission, 432 U.S. 333, 343 (1977), based
on Crowe’s injuries and Crowe’s membership in ORCLA. We remand
to the district court to consider in the first instance whether ORCLA has
standing to pursue a freedom of association claim. See id. (explaining
that, for an organization to have standing, “the claim asserted . . . [must
not] require[] the participation of individual members in the lawsuit”).
Because we focus in this opinion only on Crowe, we refer to him as the
only relevant plaintiff.
12 CROWE V. OREGON STATE BAR
Mitchell v. L.A. Cmty. Coll. Dist., 861 F.2d 198, 201 (9th
Cir. 1988)).
We also held that Crowe had not stated a freedom of
speech claim. Id. at 727. We explained that in Keller v. State
Bar of California, 496 U.S. 1 (1990), the Supreme Court
held that “a state bar may use mandatory dues to subsidize
activities ‘germane to th[e] goals’ of ‘regulating the legal
profession and improving the quality of legal services’
without running afoul of its members’ First Amendment
rights of free speech.” Crowe I, 989 F.3d. at 724 (quoting
Keller, 496 U.S. at 13-14). If a state bar engages in
nongermane activities, that does not violate the members’
freedom of speech so long as the bar has adequate safeguards
to protect the rights of any objecting member, including a
process for refunding the portion of the member’s dues used
for any nongermane activities. See id. at 725-26. Applying
Keller, we held that OSB’s refund process was adequate and
that Crowe’s freedom of speech claim failed because any
injury had been remedied by the refund he had received. Id.
at 726-27. For purposes of the freedom of speech claim, we
did not decide whether the two Bulletin statements were
germane under Keller or whether the Specialty Bars’
statement was attributable to OSB. 2 Id. at 724.
In contrast to the freedom of speech claim, we held that
Crowe’s freedom of association claim could be “viable”
because it was not foreclosed by prior precedent. Id. at 729.
We explained that Keller did not foreclose Crowe’s claim
2
We also rejected Crowe’s argument that, because of intervening
changes in the Supreme Court’s precedent on mandatory union dues,
Keller was no longer good law. Crowe I, 989 F.3d. at 724-25. We
explained that the Supreme Court has not expressly overruled Keller, so,
as a lower court, we are still bound by it. Id. at 725.
CROWE V. OREGON STATE BAR 13
because Keller evaluated only a freedom of speech claim and
“expressly declined to address” the plaintiffs’ freedom of
association claim. Id. at 727.
We then addressed Lathrop v. Donohue, 367 U.S. 820
(1961), another Supreme Court case addressing mandatory
state bar associations. In Lathrop, an attorney had argued
that the requirement that he join a state bar infringed his right
to freedom of association in part because the bar engaged in
legislative activities like lobbying. 367 U.S. at 822.
Although no opinion was joined by a majority, seven
Justices ruled against the attorney. See id. at 848 (plurality
opinion). A plurality of the Supreme Court explained:
[I]n order to further the State’s legitimate
interests in raising the quality of professional
services, [the State] may constitutionally
require that the costs of improving the
profession . . . be shared by the subjects and
beneficiaries of the regulatory program, the
lawyers, even though the organization
created to attain the objective also engages in
some legislative activity.
Id. at 843.
We held that Lathrop did not preclude Crowe’s freedom
of association claim for two reasons. First, “Lathrop’s ‘free
association’ decision was limited to ‘compelled financial
support of group activities’”; it did not address “‘involuntary
membership in any other aspect.’” Crowe I, 989 F.3d. at 727
(emphasis omitted) (quoting Lathrop, 367 U.S. at 828).
Second, although the attorney in Lathrop complained that
the bar was engaging in legislative activities, “the Lathrop
plurality presumed, on the bare record before it, that all the
14 CROWE V. OREGON STATE BAR
bar’s activities, including lobbying, related to ‘the regulatory
program’ of ‘improving the profession.’” Id. at 727-28
(quoting Lathrop, 367 U.S. at 843). Thus, “[a]t
bottom, Lathrop merely permitted states to compel
practicing lawyers to pay toward the costs of regulating their
profession,” whereas Crowe took issue with more than just
the payment of dues, and he asserted that OSB engaged in
nongermane activities. Id. at 728.
We also held that there was no controlling Ninth Circuit
authority and that it was therefore an open question “whether
the First Amendment tolerates mandatory membership
itself—independent of compelled financial support—in [a
state bar] that engages in nongermane political activities.”
Id. at 729. We remanded to the district court to determine
the proper test for analyzing such a freedom of association
claim and to apply it. Id.
2.
On remand, the parties conducted discovery and then
filed cross-motions for summary judgment. Crowe argued
that OSB’s nongermane conduct included both the 2018
Bulletin statements and some of OSB’s lobbying in front of
the state legislature that had pushed for changes to the state’s
substantive laws.
The district court held that compelled state bar
membership did not violate the freedom of association so
long as the bar engaged in predominantly germane activities.
It further held that all of the challenged lobbying and OSB’s
own statement in the Bulletin were germane and that, even if
the Specialty Bars’ statement was not germane, it would not
establish a violation given OSB’s predominantly germane
activities. The court accordingly denied Crowe’s motion for
CROWE V. OREGON STATE BAR 15
summary judgment and granted summary judgment in favor
of Defendants. Crowe timely appealed.
3.
After this appeal was filed, we held in Kohn v. State Bar
of California, 87 F.4th 1021 (9th Cir. 2023) (en banc), that
our prior test for determining whether an entity is an arm of
the state for purposes of sovereign immunity was no longer
consistent with Supreme Court authority, and we adopted a
new test. Id. at 1027-1030. The parties in this case then
submitted supplemental briefing on whether OSB is entitled
to sovereign immunity under Kohn.
II.
“We review de novo the district court’s decision on cross
motions for summary judgment. We consider, viewing the
evidence in the light most favorable to the nonmoving party,
whether there are genuine issues of material fact and whether
the district court correctly applied the relevant substantive
law.” Marable v. Nitchman, 511 F.3d 924, 929 (9th Cir.
2007) (citation omitted).
III.
We turn first to the question whether OSB is entitled to
immunity from suit under the Eleventh Amendment. The
Eleventh Amendment provides: “The Judicial power of the
United States shall not be construed to extend to any suit in
law or equity, commenced or prosecuted against one of the
United States by Citizens of another State, or by Citizens or
Subjects of any Foreign State.” 3 U.S. Const. amend. XI.
3
“Longstanding Supreme Court precedent has interpreted this
Amendment to immunize states from suit in federal court by citizens and
noncitizens alike.” Kohn, 87 F.4th at 1025.
16 CROWE V. OREGON STATE BAR
“The Eleventh Amendment largely shields States from suit
in federal court without their consent, leaving parties with
claims against a State to present them, if the State permits,
in the State’s own tribunals.” Hess v. Port Auth. Trans-
Hudson Corp., 513 U.S. 30, 39 (1994). “This immunity
extends not just to suits in which the state itself is a named
party but also to those against an ‘arm of the [s]tate.’” Kohn,
87 F.4th at 1026 (alteration in original) (quoting Mt. Healthy
City Sch. Dist. Bd. of Educ. v. Doyle, 429 U.S. 274, 280
(1977)).
In Kohn, we adopted a new, three-factor test for
determining whether an entity is an arm of the state. Id. at
1030. The test looks to “(1) the [s]tate’s intent as to the
status of the entity, including the functions performed by the
entity; (2) the [s]tate’s control over the entity; and (3) the
entity’s overall effects on the state treasury.” Id. (alterations
in original) (quoting P.R. Ports Auth. v. Fed. Mar. Comm’n,
531 F.3d 868, 873 (D.C. Cir. 2008) (“PRPA”)). Under the
test, “an entity either is or is not an arm of the [s]tate: The
status of an entity does not change from one case to the next
based on the nature of the suit, the [s]tate’s financial
responsibility in one case as compared to another, or other
variable factors.” Id. at 1031 (alterations in original)
(quoting PRPA, 531 F.3d at 873).
Applying that test in Kohn, we held that the California
State Bar is an arm of the state. Id. at 1037. We noted that
we were in “good company” because “all the other federal
circuits to have considered the question [in recent decades]
have agreed: State bars are arms of the state and enjoy
sovereign immunity under the Eleventh Amendment.” Id.
We then identified Crowe I’s holding that OSB was not an
arm of the state as the one exception to that otherwise solid
consensus. Id. We explained that “[a]ny future case brought
CROWE V. OREGON STATE BAR 17
against the Oregon State Bar [would] need to be analyzed
under the new test.” Id. We conduct that analysis now.
A.
1.
The first factor of the Kohn test assesses the “[s]tate’s
intent as to the status of the entity.” 87 F.4th at 1030
(alteration in original) (quoting PRPA, 531 F.3d at 873).
This factor turns on “[1] whether state law expressly
characterizes the entity as a governmental instrumentality
rather than as a local governmental or non-governmental
entity; [2] whether the entity performs state governmental
functions; [3] whether the entity is treated as a governmental
instrumentality for purposes of other state law; and [4] state
representations about the entity’s status.” Id. Oregon’s
intent here supports concluding that OSB is an arm of the
state.
First, Oregon state law characterizes OSB as a state
governmental instrumentality, not a local or non-
governmental entity. By statute, OSB is “an instrumentality
of the Judicial Department of the government of the State of
Oregon.” Or. Rev. Stat. § 9.010(2). Oregon state courts
have also characterized OSB as an instrumentality of the
state operating on behalf of the judicial department. See
State ex rel. Frohnmayer v. Or. State Bar, 767 P.2d 893, 895
(Or. 1989). In Kohn, we held that the California Supreme
Court’s similar descriptions of the California State Bar “as
its ‘administrative arm’ for attorney discipline and
admission purposes cut[] decisively in favor of” immunity.
87 F.4th at 1032 (citations omitted).
Second, OSB “performs functions typically performed
by state governments.” Id. at 1033 (quoting PRPA, 531 F.3d
18 CROWE V. OREGON STATE BAR
at 875). In Kohn, we held that the California State Bar did
so because the licensing, regulation, and discipline of
lawyers are state functions. Id. at 1033-34. OSB performs
those same functions. Or. Rev. Stat. §§ 9.080(1)(a)
(providing that OSB’s Board of Governors is tasked with
“[r]egulating the legal profession”), 9.112 (providing that
the Board of Governors may set requirements for continuing
legal education, subject to approval by the Oregon Supreme
Court), 9.210(1) (providing that the Board of Bar Examiners
shall “carry out the admissions functions of the Oregon State
Bar”), 9.490(1) (providing that the Board of Governors
“shall formulate rules of professional conduct for attorneys,”
subject to approval by the Oregon Supreme Court).
Third, OSB “is treated as a governmental instrumentality
for purposes of other state law.” Kohn, 87 F.4th at 1030. In
Kohn, we relied on the fact that the California State Bar is
“subject to California public-records and open-meeting
laws” and that its “property is tax-exempt.” Id. at 1034.
OSB is similarly subject to other state laws that apply to
public entities, including the Oregon Tort Claims Act, the
Oregon Public Records Law, and the Oregon Public
Meetings Law. Or. Rev. Stat. § 9.010(3) (providing that “the
[B]ar is subject to [certain] statutes applicable to public
bodies” and listing those statutes).
Fourth, Oregon asserted in an amicus brief in this case
that OSB is an arm of the state. See Kohn, 87 F.4th at 1030
(explaining that a court should consider “state
representations about the entity’s status” under this factor).
Such a representation weighs in favor of sovereign
immunity. See PRPA, 531 F.3d at 876 (relying on a similar
amicus brief in analyzing this factor).
CROWE V. OREGON STATE BAR 19
In sum, all four considerations demonstrate that Oregon
intended OSB to be an arm of the state.
2.
The second Kohn factor assesses the state’s control over
the entity. 87 F.4th at 1030. This factor “depends on how
members of the governing body of the entity are appointed
and removed, as well as whether the state can ‘directly
supervise and control [the entity’s] ongoing operations.’” Id.
(alteration in original) (quoting PRPA, 531 F.3d at 877).
Although Oregon has somewhat less control over OSB than
California did over the California State Bar in Kohn, this
factor still weighs in favor of concluding that OSB is an arm
of the state.
In Kohn, we relied on the fact that the state government
had “the power to appoint the [California] State Bar’s
governing structure”—the Board of Trustees and the
Committee of Bar Examiners. Id. at 1035. Here, the Oregon
Supreme Court appoints one of OSB’s equivalent bodies but
not the other. As in Kohn, the state supreme court appoints
the officers who oversee attorney admissions (OSB’s Board
of Bar Examiners). Or. Rev. Stat. § 9.210(1). But unlike in
Kohn, the state has no role in appointing members of the
Bar’s board (OSB’s Board of Governors), most of whom are
elected by OSB’s members. Or. Rev. Stat. §§ 9.080,
9.025(1)(a). The state also has no role in the removal of
members of the Board of Governors. See Or. Rev. Stat.
§ 9.050; OSB Bylaws § 2.9.
Still, we must consider whether Oregon exercises other
forms of control over OSB. Here, as in Kohn, the Bar is
controlled by the state supreme court, and that control
weighs in favor of concluding that the Bar is an arm of the
state.
20 CROWE V. OREGON STATE BAR
In Kohn, we observed that the California State Bar’s
admission rules, admission decisions, and disciplinary
decisions were subject to the California Supreme Court’s
review. Kohn, 87 F.4th at 1035. We described that oversight
as an exercise of “significant control over the State Bar’s
functioning.” Id. Similarly, the Oregon Supreme Court
“makes final decisions on admitting attorneys, disciplining
attorneys, and adopting rules of professional conduct.”
Crowe I, 989 F.3d at 732; see also Or. Rev. Stat.
§§ 9.490(1), 9.527, 9.529, 9.536, 9.542.
Oregon also exercises some control over OSB’s budget.
OSB submits an annual budget for its admissions, discipline,
and continuing legal education programs to the Oregon
Supreme Court for review and approval. OSB Bylaws
§ 2.1(d). And the Oregon Supreme Court approves the fees
that OSB sets for admission. Id. § 22.5.
On balance, the extent of Oregon’s control over OSB
weighs in favor of concluding that OSB is an arm of the state.
3.
The final Kohn factor looks to the entity’s “financial
relationship” with the state and the entity’s “overall effects”
on the state’s treasury. 87 F.4th at 1036. “In analyzing this
third factor . . . the relevant issue is a [s]tate’s overall
responsibility for funding the entity or paying the entity’s
debts or judgments.” Id. (alterations in original) (quoting
PRPA, 531 F.3d at 878).
In Kohn, we said that this factor was a “closer call” than
the other two. Id. at 1037. We recognized that the California
State Bar is “responsible for its own debts and liabilities, so
California would not be liable for a judgment against the
State Bar.” Id. at 1036. But we acknowledged the California
CROWE V. OREGON STATE BAR 21
State Bar’s argument that “if the State Bar were unable to
satisfy a money judgment against it,” California would likely
step in to ensure that the Bar could continue to perform its
“‘vital governmental function.’” Id. at 1036-37 (quoting
Alaska Cargo Transp., Inc. v. Alaska R.R. Corp., 5 F.3d 378,
381 (9th Cir. 1993)). We did not fully resolve the extent to
which the California State Bar affects or could affect the
California treasury, explaining that this factor was not
dispositive because “the intent and control factors strongly
favor[ed]” concluding that the California State Bar was an
arm of the state. Id. at 1037.
Here, OSB is also responsible for its own debts and
liabilities, so Oregon would not be liable for a judgment
against OSB. Or. Rev. Stat. § 9.010(6). But, as in Kohn, if
the Bar were to become insolvent, the state would likely step
in with financial support so that the Bar could continue to
perform its critical state functions. Given that the intent and
control factors strongly weigh in favor of concluding that
OSB is an arm of the state, we need not fully resolve the third
factor. See Kohn, 87 F.4th at 1037.
Having evaluated the three Kohn factors, we hold that
OSB is an arm of the state. The claims against OSB must
therefore be dismissed on sovereign immunity grounds. See
id. at 1025-26.
B.
OSB’s immunity does not end this case. Sovereign
immunity shields the state (and arms of the state) from suit.
Kohn, 87 F.4th at 1025-26. But “[u]nder Ex Parte Young
and its progeny, a suit seeking prospective equitable relief
against a state official [sued in her official capacity] who has
engaged in a continuing violation of federal law is not
deemed to be a suit against the [s]tate for purposes of state
22 CROWE V. OREGON STATE BAR
sovereign immunity.” In re Ellett, 254 F.3d 1135, 1138 (9th
Cir. 2001) (citing Ex Parte Young, 209 U.S. 123, 159-60
(1908)). Here, in addition to suing OSB, Crowe has sued
OSB’s officers in their official capacities seeking
prospective declaratory and injunctive relief for violating his
freedom of association right. Sovereign immunity does not
prevent that part of his case from proceeding. 4
IV.
We now turn to the merits of Crowe’s freedom of
association claim. The First Amendment provides:
“Congress shall make no law respecting an establishment of
religion, or prohibiting the free exercise thereof; or abridging
the freedom of speech, or of the press; or the right of the
people peaceably to assemble, and to petition the
Government for a redress of grievances.” 5 U.S. Const.
amend. I. The Supreme Court has held that the First
Amendment implicitly recognizes “a right to associate for
the purpose of engaging in those activities” that it explicitly
protects. Roberts v. U.S. Jaycees, 468 U.S. 609, 618 (1984).
The freedom of association “plainly presupposes a freedom
not to associate.” Id. at 623. But the freedom of association
(including the freedom not to associate) does not protect all
“associations.” Because the freedom of association is a
corollary to other First Amendment rights, it only protects
4
Crowe also seeks to recover the dues he paid to OSB, but sovereign
immunity precludes claims for retrospective relief against officer
defendants sued in their official capacities. Koala v. Khosla, 931 F.3d
887, 894-95 (9th Cir. 2019). We therefore dismiss those claims.
5
The Fourteenth Amendment incorporates the First Amendment against
the states. Am. Beverage Ass’n v. City & County of San Francisco, 916
F.3d 749, 755 n.1 (9th Cir. 2019) (en banc).
CROWE V. OREGON STATE BAR 23
“associations to the extent that they are expressive.” IDK,
Inc. v. Clark County, 836 F.2d 1185, 1194 (9th Cir. 1988).
When a mandatory association infringes freedom of
association, that infringement is permissible if it “serve[s] a
‘compelling state interes[t] . . . that cannot be achieved
through means significantly less restrictive of associational
freedoms.” Knox v. Serv. Emps. Int’l Union, Loc. 1000, 567
U.S. 298, 310 (2012) (second and third alterations in
original) (quoting Jaycees, 468 U.S. at 623). We have
referred to that test as “exacting scrutiny.” Mentele v. Inslee,
916 F.3d 783, 790 & n.3 (9th Cir. 2019).
In analyzing Crowe’s freedom of association claim, we
accordingly must ask whether the challenged governmental
conduct infringes the right to freedom of association at all,
and if it does, whether that infringement can survive
exacting scrutiny.
A.
When a plaintiff challenges a requirement that he join an
organization, the plaintiff can establish an infringement on
his freedom of association by showing that his membership
in the organization impairs his own expression. The plaintiff
can make that showing if a reasonable observer would
attribute some meaning to his membership—because, for
instance, a reasonable observer would assume that the
plaintiff agrees with the organization’s articulated
positions—and he objects to that meaning. We first explain
how that test flows from existing freedom of association
caselaw. We then explain why Crowe has satisfied that test.
1.
Not all interactions with other people that “might be
described as ‘associational’ in common parlance . . . involve
24 CROWE V. OREGON STATE BAR
the sort of expressive association that the First Amendment
has been held to protect.” City of Dallas v. Stanglin, 490
U.S. 19, 24 (1989). For example, in IDK, Inc. v. Clark
County, 836 F.2d 1185 (9th Cir. 1988), we held that the
relationships between escort services and their clients were
not protected by the freedom of association because the
relationships were part of a “primarily commercial
enterprise[]” and expression was not a “significant or
necessary component of their activities.” Id. at 1195.
In the same vein, the “freedom not to associate”—which
Crowe invokes here—is not implicated every time a person
would prefer to avoid some interaction. For instance, in
Rumsfeld v. Forum for Academic and Institutional Rights,
Inc., 547 U.S. 47 (2006), law schools challenged a
requirement that, to receive federal funding, they allow
military recruiters onto their campuses and assist those
recruiters as they would any others. Id. at 52-53. The law
schools argued, among other things, that the requirement
infringed their freedom of association because the law
schools objected to the military’s “Don’t Ask, Don’t Tell”
policy. Id. Although the law schools argued that requiring
them to interact with military recruiters “impair[ed] their
own expression,” the Court held that a plaintiff could not
establish an infringement on the freedom of association
“‘simply by asserting’ that mere association ‘would impair
its message.’” Id. at 69 (quoting Boy Scouts of Am. v. Dale,
530 U.S. 640, 653 (2000)). The Supreme Court
acknowledged that the law schools were required to
“‘associate’ with military recruiters in the sense that they
interact[ed] with them.” Id. But the Court held that the
requirement did not infringe the schools’ freedom of
association because the recruiters had only a passing
presence on campus and because students and faculty were
CROWE V. OREGON STATE BAR 25
“free to associate to voice their disapproval of the military’s
message”—in other words, the schools were not required to
accept the recruiters into the campus community in any
meaningful sense. Id. at 69-70.
Taken together, those cases establish that a plaintiff
cannot demonstrate that his freedom of association is
infringed merely by pointing to the fact that he is required to
interact with an organization in some sense. Instead, he must
show that the required association impairs his expression.
Other cases make clear that a plaintiff can make that showing
if a reasonable observer would impute some meaning to
membership in the organization and the plaintiff objects to
that meaning. 6
In Boy Scouts of America v. Dale, 530 U.S. 640 (2000),
the Supreme Court held that a state antidiscrimination law
that required the Boy Scouts to admit a gay scoutmaster
violated the Boy Scouts’ freedom of association. Id. at 644.
The Court explained that “[t]he forced inclusion of an
unwanted person in a group infringes the group’s freedom of
expressive association if the presence of that person affects
in a significant way the group’s ability to advocate public or
private viewpoints.” Id. at 648. Under that test, the Court
held that the antidiscrimination requirement at issue
burdened the Boy Scouts’ expression because the Boy
Scouts objected to same-sex relationships, and the
scoutmaster was a “gay rights activist,” so his membership
would “force the organization to send a message, both to the
youth members and the world, that the Boy Scouts accepts
homosexual conduct as a legitimate form of behavior.” Id.
6
We do not foreclose the possibility that a plaintiff could establish that
a membership requirement burdens his expression in some other way;
we conclude only that this is one way to establish an infringement.
26 CROWE V. OREGON STATE BAR
at 650, 653. Significantly, the Court thought that the
scoutmaster’s membership would send that message even
though the Boy Scouts could presumably have made clear
that it was not voluntarily choosing to admit the gay
scoutmaster. The Court then held that this burden on the Boy
Scouts’ associational rights was not justified by the state’s
interests. Id. at 656-59. Although in Dale an organization
challenged a law requiring it to admit a member, it follows
from Dale’s reasoning that when an individual challenges a
law that requires him to become a member, he can show that
the requirement infringes his freedom of association if the
membership “send[s] a message” to a reasonable observer
about his own views and he objects to that message. Id. at
653.
By contrast, in Roberts v. United States Jaycees, 468
U.S. 609 (1984), the Supreme Court rejected the Jaycees
organization’s argument that an antidiscrimination law that
required it to admit women as full voting members violated
its freedom of association. Id. at 612. The Court “decline[d]
to indulge in the sexual stereotyping that underlie[d] [the
Jaycees’] contention that, by allowing women to vote,
application of the [antidiscrimination law would] change the
content or impact of the organization’s speech.” Id. at 628.
Moreover, the Jaycees already invited women to participate
in the group as nonvoting members, so “any claim that
admission of women as full voting members [would] impair
a symbolic message conveyed by the very fact that women
[were] not permitted to vote [was] attenuated at best.” Id. at
627. Thus, the requirement did not impose “any serious
burdens on the male members’ freedom of expressive
association.” Id. at 626. In other words, because neither the
Jaycees’ actual speech nor any symbolic message sent by its
membership choices would be meaningfully changed by
CROWE V. OREGON STATE BAR 27
complying with the antidiscrimination law, the Court
concluded that the Jaycees’ freedom of association claim
failed. As relevant here, Jaycees further supports that an
individual person can challenge a requirement that he
become a member by showing that a reasonable observer
would impute to him a message to which he objects. 7
2.
We now turn to the application of that test to claims of
compelled membership and then to Crowe’s claim
specifically. 8
Whether a reasonable observer will attribute any
meaning to “membership” alone depends on the nature of a
group. Obviously, membership in a political party sends an
expressive message. Even if a person takes no other action
to support a political party, a reasonable observer
understands that membership in the political party, standing
alone, says something about the person’s views. Cf. Elrod v.
Burns, 427 U.S. 347, 355-56 (1976) (plurality opinion)
(holding that a requirement that public employees join the
Democratic Party infringed their freedom of association).
But the word “membership” is used to refer to all sorts of
7
It is not entirely clear whether the Court in Jaycees rejected the freedom
of association claim because it determined that there was no
infringement or because it determined that the infringement was
constitutionally permissible. See Seana Valentine Shiffrin, What Is
Really Wrong with Compelled Association?, 99 Nw. U. L. Rev. 839, 843-
44 (2005) (discussing this ambiguity). Either way, Jaycees supports the
principle we rely on here.
8
Crowe has not argued that he is required to personally voice OSB’s
own views, attend OSB’s meetings, or to refrain from joining other
organizations or voicing his own opinions. We need not and do not
address how such other types of requirements would be analyzed.
28 CROWE V. OREGON STATE BAR
relationships: A person might be a member of a public
library, Costco, AMC, or, back in the day, Blockbuster.
Those memberships may not send any message at all.
Whether a reasonable observer will attribute any
meaning to such memberships will depend on context, and
there may plausibly be circumstances where membership in
a group becomes expressive. But as relevant here, the bare
fact that an attorney is a member of a state bar does not send
any expressive message. A state bar’s primary function is to
license, regulate, and discipline attorneys—activities that are
essentially commercial in nature. Cf. Rumsfeld, 547 U.S. at
64 (“[A] law school’s decision to allow recruiters on campus
is not inherently expressive. Law schools facilitate
recruiting to assist their students in obtaining jobs.”). And a
reasonable observer understands state bar membership to
mean only that the attorney is licensed by the bar. Thus,
even when the bar engages in expression, a reasonable
observer ordinarily would not interpret the fact that the
attorney is a member of the bar to mean that the bar’s
activities reflect the attorney’s personal views.
That can be true even if some of the state bar’s
expression is not germane to the bar’s regulatory purposes.
In Morrow v. State Bar of California, 188 F.3d 1174 (9th
Cir. 1999), the plaintiffs argued that the requirement that
they join the California State Bar infringed their freedom of
association because that Bar engaged in nongermane
political activities—specifically, supporting four bills before
the California legislature. Id. at 1175. We rejected the
plaintiffs’ argument that “membership alone may cause the
public to identify plaintiffs with State Bar positions in
violation of plaintiffs’ First Amendment [freedom of
association] rights.” Id. at 1177. That holding rested on the
notion that the public would not associate a state bar’s
CROWE V. OREGON STATE BAR 29
occasional nongermane activities with its members merely
by virtue of their membership.
But, in the particular circumstances of this case, Crowe
has shown that a reasonable observer would attribute
meaning to his membership in OSB because of the Bulletin
statements. OSB endorsed the Specialty Bars’ statement
criticizing then-President Trump and suggested that all
members agreed with it.
Specifically, the formatting and content of the two
statements made it appear as though OSB essentially
adopted the Specialty Bars’ statement. OSB made the
editorial decision to publish the two statements side-by-side,
surrounded by a single dark green border that was the same
color as OSB’s logo. And OSB’s statement echoed the
themes in the Specialty Bars’ statement, using strikingly
similar language. For example, the Specialty Bars’
statement “condemn[ed] speech that incites violence” and
made clear that it was referring to then-President Donald
Trump’s speech specifically, offering several examples.
OSB’s statement likewise criticized the “systemic failure to
address speech that incites violence.” In context, one would
assume that OSB’s reference to “speech that incites
violence” was also referencing then-President Trump.
OSB’s statement also praised the Specialty Bars
specifically. OSB said, “The courageous work done by
specialty bars throughout the state is vital to our efforts and
we continue to be both inspired and strengthened by those
partnerships.” By praising the “work” of the Specialty Bars,
which would presumably include the immediately adjacent
statement, and describing the relationships between OSB
and the Specialty Bars as “partnerships,” OSB again
appeared to implicitly endorse the Specialty Bars’ statement.
30 CROWE V. OREGON STATE BAR
The Specialty Bars, in turn, “applaud[ed] the Oregon State
Bar’s commitment to equity and justice by taking a strong
stand against white nationalism,” and “pledge[d] to work
with the Oregon State Bar.” Reading those expressions of
mutual praise, one would interpret the two statements to be
a reflection of OSB’s and the Specialty Bars’ shared views.
If OSB had made clear that its own statement reflected
the views of OSB’s leadership—and not its members—then
there would be no infringement. But OSB suggested the
opposite. Although the statement said “[a]s a unified bar, we
are mindful of the breadth of perspectives encompassed in
our membership,” it immediately implied that the contents
of its statement were one thing on which all members agreed.
It did so by saying that, given that breadth of perspectives,
“we” would focus on “those issues that [were] directly
within our mission,” which was “gravely” threatened by the
“current climate of violence, extremism and exclusion.”
That would seem to suggest that all members agreed with
what was in the statement because it dealt with topics on
which there was no “breadth of perspectives.” The statement
reinforced that idea by using “we” and “our” throughout in
a way that purported to speak for all members of OSB. For
instance, it said, “As lawyers, we administer the keys to the
courtroom.” That could only mean all OSB members, not
the six OSB officers who signed the statement.
The implication that OSB was speaking on behalf of all
the attorneys it regulates was accentuated by the fact that
those attorneys are called “members,” see Or. Rev. Stat.
§ 9.160(1), as opposed to something more neutral, such as
“licensees.” As we have explained, the fact that a state bar
refers to attorneys as “members,” standing alone, does not
mean that a reasonable observer would think that an attorney
shares the views of the bar. But the word “member” does
CROWE V. OREGON STATE BAR 31
connote a stronger relationship than just a regulatory one,
which makes it more likely that a reasonable observer would
read a statement like OSB’s to actually speak on behalf of
the attorneys it regulates.
The Bulletin statements make this case analogous to
Carroll v. Blinken, 957 F.2d 991 (2d Cir. 1992). There,
students were required to pay an annual “activity fee” to their
university, part of which was used to fund a policy advocacy
organization called the New York Public Interest Research
Group, Inc. (“NYPIRG”). Id. at 993-94. NYPIRG sought
to advance “certain positions on issues of public policy,”
such as arms control and environmental protection, “through
research, campus speakers, lobbying the legislature,
intervening in lawsuits, community organizing, brochures,
and other methods.” Id. at 994, 997. According to
NYPIRG’s bylaws, any student who paid the activity fee was
automatically a “member” of NYPIRG, and “on the strength
of this by-law, NYPIRG claim[ed]” in its advocacy “to
represent all students at the nineteen participating
campuses.” Id. at 995.
The Second Circuit held that the automatic membership
policy infringed the students’ freedom of association. Id. at
1003. The court explained that “NYPIRG expressly
forge[d] . . . a link” “in the popular mind” between its views
and the students’ views “when it proclaim[ed] that its
‘membership’ include[d] all fee paying [university]
students” and when it “overtly and inaccurately claim[ed] to
represent the interests of the [university] student body.” Id.
NYPIRG thus “irredeemably transgressed the proscription
against forced association.” Id.
Carroll counsels that if an organization trades on its
membership in advancing its own views, a reasonable
32 CROWE V. OREGON STATE BAR
observer may come to (incorrectly) believe that the
organization speaks for its members even though
membership is mandatory, and in that circumstance, a
membership requirement can infringe the freedom of
association. Considering the totality of the circumstances
here, OSB traded on its supposedly unified membership to
bolster its own expression, fostering a misperception about
the unanimity of its members’ views.
Crowe has also established that the association impaired
his own expression because he objects to the message sent
by his membership. He testified at his deposition that he
disagreed with the Bulletin statements and that he did not
want to be associated with them. Crowe has thus established
an infringement on his freedom of association.
B.
Such an infringement on the freedom of association is
nonetheless permissible if it survives exacting scrutiny.
Mentele, 916 F.3d at 790 & n.3. Under exacting scrutiny,
the infringement must “serve a compelling state interest that
cannot be achieved through means significantly less
restrictive of associational freedoms.” 9 Id. at 790 (quoting
Janus v. Am. Fed’n of State, Cnty., & Mun. Emps., Council
31, 585 U.S. 878, 894 (2018)). The Supreme Court has
observed that Keller’s germaneness requirement “fits
comfortably” within the exacting scrutiny framework in the
9
The Supreme Court has mused about whether strict scrutiny should
replace exacting scrutiny in certain First Amendment contexts. Janus v.
Am. Fed’n of State, Cnty., & Mun. Emps., Council 31, 585 U.S. 878, 894-
95 (2018). But we have already held that we are “obliged to apply
‘exacting scrutiny’ to decide whether [a compelled association] is
constitutionally permissible” because the Court has not overruled its
precedents applying that test. Mentele, 916 F.3d at 790 n.3.
CROWE V. OREGON STATE BAR 33
state bar association context because states have a strong
interest in “‘regulating the legal profession and improving
the quality of legal services,’” as well as in “allocating to the
members of the bar, rather than the general public, the
expense of ensuring that attorneys adhere to ethical
practices.” Harris v. Quinn, 573 U.S. 616, 655-56 (2014)
(quoting Keller, 496 U.S. at 13). That statement indicates
that when a state bar requires attorneys to associate with
germane activities, that requirement survives exacting
scrutiny. 10
Consistent with that principle, we held in Gardner v.
State Bar of Nevada, 284 F.3d 1040 (9th Cir. 2002), that
even if the public might associate attorneys with a state bar’s
expressive activities, that association is permissible if the
activities are germane. There, the State Bar of Nevada
engaged in a public relations campaign that sought to “dispel
any notion that lawyers are cheats or are merely dedicated to
their own self-advancement or profit.” Id. at 1043. The
10
On this point, we agree with the Fifth Circuit, which has held that
“[c]ompelled membership in a bar association that is engaged in only
germane activities survives [exacting] scrutiny.” McDonald v. Longley,
4 F.4th 229, 246 (5th Cir. 2021). But we disagree with the Fifth Circuit’s
holding that if a state bar engages in nongermane activities, compelled
membership is necessarily unconstitutional. See id.; see also
Boudreaux v. La. State Bar Ass’n, 86 F.4th 620, 632-34 (5th Cir. 2023)
(holding that a state bar violated its attorneys’ right to freedom of
association by, among other things, tweeting about the health benefits of
eating walnuts and promoting a holiday charity drive). As we have
explained, in many circumstances, membership in a state bar, standing
alone, has no expressive meaning, and the public will not associate the
bar’s members with the bar’s activities. In those circumstances, the
membership requirement does not infringe the freedom of association—
even if the bar engages in nongermane activities such as offering dietary
advice or promoting a charity drive.
34 CROWE V. OREGON STATE BAR
campaign instead promoted the notion that lawyers “strive
to make the law work for everyone.” Id. An attorney
objected to the campaign in part because he believed lawyers
“are supposed to serve their clients, not ‘everyone.’” Id.
We acknowledged that the attorney was forced to
associate with the campaign in two ways. First, his dues
were used to fund the campaign. Id. at 1042. Second, he
was associated with the State Bar of Nevada’s activities in
the public eye: The public relations campaign spoke about
the ethics and activities of all of that Bar’s members, so it
was likely to be attributed to those members. See id. We
recognized that such “[c]ompulsion to be associated with an
organization whose very public campaign proclaims a
message one does not agree with is a burden.” Id. But we
concluded that the campaign was germane to the Bar’s
purposes, so the burden did not violate the attorney’s
freedom of association. Id. at 1042-43. The Bar had a
compelling interest in advancing public understanding of the
role of attorneys, and in doing so, it could purport to
represent the state’s attorneys without violating their
freedom of association rights. See id. at 1043.
In this case, by contrast, OSB engaged in nongermane
conduct by adopting the Specialty Bars’ statement. The
“guiding standard” in determining whether an activity is
germane is whether it is “necessarily or reasonably incurred
for the purpose of regulating the legal profession or
‘improving the quality of the legal service available to the
people of the State.’” Keller, 496 U.S. at 14 (quoting
Lathrop, 367 U.S. at 843). At least some of the Specialty
Bars’ statement was not germane. The statement opened by
describing the Specialty Bars’ “commitment to the vision of
a justice system that operates without discrimination,” but
much of its criticism of then-President Trump did not relate
CROWE V. OREGON STATE BAR 35
to the justice system at all—for instance, it criticized Trump
for describing Haiti and African countries as “shithole
countries.” Although preventing violence and racism can
relate to improving the legal system, the connection here was
too tenuous. See Schneider v. Colegio de Abogados de P.R.,
917 F.2d 620, 632 (1st Cir. 1990) (holding that a bar’s
activities that “rest[] upon partisan political views rather than
on lawyerly concerns” are not germane). Because the
Specialty Bars’ statement was not germane, OSB’s adoption
of the Specialty Bars’ statement was not germane either.
OSB has not offered any other justification for associating
its members with the Bulletin statements. Thus, the
infringement does not survive exacting scrutiny. 11
C.
The remedy for this violation need not be drastic. Of
course, if OSB engaged only in germane activities, it would
not infringe the freedom of association. But even if OSB
does engage in nongermane activities, in situations in which
those activities might be attributed to its members it could
include a disclaimer that makes clear that it does not speak
on behalf of all those members. 12 Cf. PruneYard Shopping
11
Because we conclude that OSB’s adoption of the Specialty Bars’
statement was not germane, we do not address any of the lobbying
challenged in this case. The district court may consider the lobbying on
remand.
12
We recognize that First Amendment violations are not always cured
by a disclaimer. If the state compels a speaker to actually speak (or
otherwise disseminate the state’s message), the state cannot avoid a First
Amendment problem simply by providing a disclaimer that says the
speech is compelled. E.g., Pac. Gas & Elec. Co. v. Pub. Utils. Comm’n
of Cal., 475 U.S. 1, 12-16 & n.11 (1986) (plurality opinion) (holding that
a disclaimer did not avoid a First Amendment violation where the
36 CROWE V. OREGON STATE BAR
Ctr. v. Robins, 447 U.S. 74, 87 (1980) (holding that a
requirement that a public shopping center allow leafleting
did not violate the First Amendment in part because “[t]he
views expressed by members of the public in passing out
pamphlets or seeking signatures for a petition . . . [would]
not likely be identified with those of the [shopping center]
owner”); Lindke v. Freed, 601 U.S. 187, 202 (2024)
(“Markers like [disclaimers] give speech the benefit of clear
context.”). OSB could also lessen the risk of misattribution
by following the California State Bar’s lead and referring to
attorneys as “licensees,” rather than “members.” See Cal.
Bus. & Prof. Code § 6002.
We leave it to the district court to determine on remand,
with further input from the parties, the appropriate forward-
looking relief. We hold only that Crowe has established an
infringement on his freedom of association and that the
infringement does not survive exacting scrutiny.
V.
For the foregoing reasons, we dismiss the claim against
OSB and the claim for retrospective relief against the
individual officer Defendants. We reverse the judgment of
the district court as to the freedom of association claim for
prospective equitable relief against the individual officer
Defendants and remand for further proceedings.
DISMISSED in part; REVERSED in part and
REMANDED for further proceedings.
government required a company to disseminate the views of a third
party). But, here, the only infringement Crowe has shown is that OSB,
through its own speech, has suggested that Crowe shares OSB’s views.
A disclaimer would have prevented that infringement from occurring in
the first place.
Plain English Summary
FOR PUBLICATION UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT DANIEL Z.
Key Points
01FOR PUBLICATION UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT DANIEL Z.
023:18-cv- 02139-JR OREGON CIVIL LIBERTIES ATTORNEYS, an Oregon nonprofit corporation, OPINION Plaintiff-Appellant, and LAWRENCE K.
03OREGON STATE BAR, a Public Corporation; OREGON STATE BAR BOARD OF GOVERNORS; VANESSA A.
04NORDYKE, President of the Oregon State Bar Board of Governors; CHRISTINE CONSTANTINO, President-elect of the Oregon State Bar Board of Governors; HELEN MARIE 2 CROWE V.
Frequently Asked Questions
FOR PUBLICATION UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT DANIEL Z.
FlawCheck shows no negative treatment for Daniel Crowe v. Oregon State Bar in the current circuit citation data.
This case was decided on August 28, 2024.
Use the citation No. 10089740 and verify it against the official reporter before filing.