Trust Me, I’m a Lawyer: Handling Trust Accounts, Fee Splitting & Freelancing (Webinar)
Covering the law of trust and IOLA accounts; the big five trust account misunderstandings; Fiduciary duty and duty to preserve and safeguard client funds and property; Qualified funds vs. non-qualified funds; Required Records and ability to Audit; Clear descriptions of what belongs (and doesn’t belong) in a trust account; whether flat fees are required to be kept in Trust prior to performance of services; proper distribution methods; and handling disputes, third-party claims, and refunds. The presenter will also provide access to forms for freelancing and sharing fees, and best practices checklists for law offices.
Program Sponsor:
Start Date:
- June 15, 2020
Start Time:
- 12:00 PM
End Time:
- 1:00 PM
Ethics and Professionalism Credit(s):
- 1.0
Total Credit(s):
- 1.0
Region:
- Virtual Participation
- Claude E. Ducloux, Esq., Affinity - LawPay
Format:
- Webinar
Product Code:
- 0HM11
NYSBA Member Price:
$50.00
Join (or renew) for special member pricing
Non-Member Price:
$150.00
Sponsoring Committee Group
- Committee on Law Practice Management
