Category: CLE, Alternative Dispute Resolution (CLE), Bankruptcy and Debtor-Creditor (CLE), Business & Corporations (CLE), Commercial & Consumer Law (CLE), Constitutional Law (CLE), Criminal Law (CLE), Education Law (CLE), Elder Law (CLE), Employment and Labor Law (CLE), Environmental Law (CLE), Ethics and Professionalism (CLE), Family Law (CLE), Government Law (CLE), Health Law (CLE), Intellectual Property Law (CLE), International Law (CLE), Law Practice Management (CLE), Litigation (CLE), Real Property Law (CLE), Taxation (CLE), Tort Law (CLE), Trusts, Wills & Estates (CLE) (show less)
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Credits: 3.0 ethics and professionalism credit hours
Description: This new and informative class empowers attorneys to ethically and effectively manage client funds, ensuring compliance with legal standards. You will gain practical skills in drafting precise fee agreements, handling advance fees, and properly managing both trust and operating accounts. The class delves into the nuances of keeping accurate financial ledgers and provides step-by-step guidance on meeting ethical obligations in financial dealings. Additionally, our expert panel explores seven distinct types of client engagements, with real-world examples illustrating how to navigate the complexities of each while upholding financial and ethical standards.
Whether you are establishing your practice or refining your existing procedures, this class provides the tools you need to manage client funds with confidence and integrity. Don’t miss this opportunity to strengthen your financial management skills, ensure compliance with ethical rules, and build trust with clients through transparent and responsible handling of funds.
Faculty: Kaitlin E. McGee, D.C. Bar Practice Management Advisory Service and Daniel M. Mills, D.C. Bar Practice Management Advisory Service
Fees: $89 D.C. Bar Communities Members, $99 D.C. Bar Members, $109 Government and Nonprofit Attorneys, and $129 Others
The D.C. Bar CLE Program now offers discounted group registration rates! For more information, contact the CLE Office at CLE@dcbar.org or 202-626-3488.