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

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

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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

Non-Member Pricing: $150.00
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