Who Should Attend

Lawyers, staff, bookkeepers, administrators, office managers – anyone who handles trust funds in Oregon.

Date and Time

Ethical Trust Accounting – Thursday, October 27, 2016 from 10:00 a.m. to 12:00 p.m.
Ethical Dilemmas: Unclaimed Client Funds – Wednesday, November 16, 2016 from 10:00 a.m. to 11:00 a.m.

Location

Both programs are online webinars – view the webcasts on any mobile device or desktop. Listen to audio via computer/device speakers or by telephone.  A link to downloadable program materials will be sent automatically to all registered attendees.

Registration Fee and Discount for Blog Readers

Ethical Trust Accounting – $25.00.  Save 20% by entering the discount code Blog at checkout (your cost: $20.00)
Ethical Dilemmas: Unclaimed Client Funds – $15.00

Program materials included in registration fee.  Secure payment processing powered by Eventbrite.  Visa, MasterCard, Discover, and American Express accepted.

MCLE Credits

Ethical Trust Accounting – 2.0 MCLE Ethics Credits pending.
Ethical Dilemmas: Unclaimed Client Funds – 1.0 MCLE Ethics Credit pending.

Ethical Trust Accounting will cover:

• Establishing regular, pooled, or separate IOLTA accounts
• Paying service charges and meeting minimum balance requirements
• Avoiding impermissible cushions
• Safeguarding client property and protecting against theft
• Holding unearned funds in trust until they “clear”
• Processing third party payments
• Using fixed fee agreements
• Paying yourself
• Reporting overdrafts
• Ethical recordkeeping and reconciliation
• Processing credit cards
• Retaining records

Remember to enter the discount code “Blog” to save 20% when registering for Ethical Trust Accounting.

Ethical Dilemmas: Unclaimed Client Funds

Is an in-depth, one hour CLE focusing on the issues surrounding unclaimed funds in IOLTA accounts.  Topics include:

• Identifying unclaimed funds
• Determining residence
• Meeting timelines for assessment
• Pursuing ethical and statutory due diligence
• Reporting and remittance procedures
• Avoiding unclaimed funds
• Adopting strategies for dealing with lost checks
• Handling ethical and legal dilemmas for failure to report or remit

Can’t Attend These Programs?

Ethical Trust Accounting and Ethical Dilemmas: Unclaimed Client Funds will be available to download, along with the program materials, after the live program date. Contact me for further information.

All Rights Reserved [2016] Beverly Michaelis