gradient circle (purple) gradient circle (green)

Trust Me, I’m A Lawyer: Handling Trust Accounts, Fee Splitting & Freelancing

Trust Me, I’m A Lawyer: Handling Trust Accounts, Fee Splitting & Freelancing

TrustMeIE28099maLawyerHandlingTrustAccountsFeeSplittingFreelancing_Social_web_675X250

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 speaker will also provide access to forms for freelancing and sharing fees, and best practices checklists for law offices.

Speaker

Claude E. Ducloux, Esq. – Affinity – LawPay

Recorded Date:
  • June 15, 2020
Format:
  • Online On-Demand
Product Code:
  • VHM11
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 1.0
Duration:
  • 50min
Non-Member Pricing: $150.00

You May Also Be Interested In

EffectiveEngagementLettersRetainerAgreementsAndManagingClientPayments_675x250

Effective Engagement Letters, Retainer Agreements And Managing Client Payments

Leona Krasner, successful founder of a small firm, will address how to identify sources for leads, effective research to find promising leads, and the steps…

Previous
Next
TrustMeIE28099maLawyerHandlingTrustAccountsFeeSplittingFreelancing_Social_web_675X250

Trust Me, I’m A Lawyer: Handling Trust Accounts, Fee Splitting & Freelancing

The speaker will provide access to forms for freelancing and sharing fees, and best practices checklists for law offices.

Previous
Next
ClioQuickStartSeries_StartUsingClioManageToday_Social_web_675X250 (002)

Clio Quick Start: Seamless Scheduling And Matter Management With Clio Suite

A program training session to learn how to connect your Clio Grow and Clio Manage accounts.

Previous
Next

Paperless For The Pandemic – A Guide For Lawyers

Paperless for the Pandemic - A Guide for Lawyers

Previous
Next

Applying For Cyber Insurance 101 (2016) – DVD

This program will cover the basics of applying for cyber insurance and navigating the application process.

Previous
Next

Applying For Cyber Insurance 101 (2016) – CD

This program will cover the basics of applying for cyber insurance and navigating the application process.

Previous
Next

Microsoft Word In The Law Office And Document Automation 2016 – DVD

Conquer Word formatting and styles to save time and create better legal documents.

Previous
Next

Clio Quick Start: Start Using Clio Manage Today 2020

Clio Quick Start: Start Using Clio Manage Today 2020

Previous
Next
ClioQuickStartSeries_StartUsingClioManageToday_Social_web_675X250 (002)

Clio Quick Start: Billing For Your Work (2020)

Join this 30-minute virtual training session to learn how to start billing your clients remotely, so you can get paid faster and more reliably—from logging…

Previous
Next

Women On The Move (2014)

Women on the Move (2014)

Previous
Next
Previous
Next