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Managing Money (09/22/25)
Course Number:
MM_092225
Date:
September 22, 2025 9:00 AM - 12:30 PM ((GMT-05:00) Eastern Time (US & Canada))
A variety of fee agreements will be examined with the focus on the scope of representation, managing the fee, expenses and the earning mechanism established for the advance fee. In examples established by the fee agreement, an advance fee will be collected and deposited into the firm’s trust account. As time passes and work is performed, funds will be transferred from the trust account to the firm’s operating or business account as the fee is earned. Ledger entries will be demonstrated for all transactions. TrustBooks.com will be used to demonstrate fund management and the creation of client and account ledgers.
The following client transactions will be explored:
Agreement for Initial Consultation
Advance Flat Fee Representation for Client Charged with A Felony Criminal Offense
Advance Flat Fee Representation for an Immigration Client
Advance Hourly Fee Representation for a Civil Litigation Client
Advance Flat Fee Representation for an Estate Planning Client
A Contingency Fee Representation for an Injury Case
An Availability Representation (Classic Engagement Retainer)
The course manual will be provided to registrants and should be read prior to the session. Once you have registered, please go to the Managing Money course in the "My Events" tab of your DC Bar account and download the digital materials.
D.C. Bar Member (FREE)
Early Registration
Standard
Non-Member
N/A
$0.00
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