A discussion of various ethical situations involving trial procedure, pleadings, motions, and discovery.
Trust Me, I'm a Lawyer: Handling Trust Accounts and Law Firm Finances
July 24, 2019 - 3 pm CDT
Protect yourself against a potential trust account violation by increasing your understanding of trust account compliance and law firm finances. This course will cover the five biggest trust account misunderstandings, and how to preserve and safeguard client funds and property. We’ll go over what are qualified and non-qualified funds, what does and doesn’t belong in a trust account, and the difference between commingling and safekeeping. This course will also cover best practices for maintaining financial control of your legal practice.
See How Many Credits This Course Fulfills For Your Bar Association:See all approved credits Hide all approved credits
Total General Credits: 1.0 Total Ethics Credits: up to 1.0
About your speaker
Claude Ducloux, LawPay's director of education, ethics and compliance, has nearly four decades of experience practicing law. Claude has earned many professional honors for his dedication to educating attorneys, including the Gene Cavin Award for Lifetime Achievement in Teaching Continuing Education.
Other CLE Courses
You can't be everyone's best friend...or their lawyer.
A practical discussion of fiduciary concepts and improving attorneys' observance of the fiduciary relationship.