Delve deeper into the more advanced issues of trust accounting, including how to safely manage wire and EFT transfers, proper handling of third-party and client payment plans, passing on credit card transaction fees, what to do with unclaimed funds, how to disburse settlement proceeds if your client is missing, and more.

To attend, select the image above or click on this link: Register for “Advanced Trust Accounting.”

This program will cover:

The ethics of getting paid
Using layaway plans, collecting “first and last month’s rent,” managing evergreen retainers and hybrid fee agreements, receiving third party payments, bartering legal services, accepting credit cards, handling ACH, EFT, and wire transfers.

Clients who can net interest
Establishing accounts, issuing 1099s, seeking a refund from the Oregon Law Foundation.

Duties of law firm members
Delivering funds to departing lawyers and other duties of law firm members.

Garnishments and liens
Garnishing the lawyer trust account and tackling lienholders.

Ethics potpourri
Processing eCourt payments, crowdfunding and IOLTA, handling checks payable to third parties, supplying a missing client’s endorsement, controlling multi-jurisdictional accounts, carrying unclaimed funds.

Fraud, scams, and theft
Banking online, protecting funds using 12 simple steps, restricting funds, and purchasing fraud prevention services.

Don’t forget: Trust Accounting Fundamentals
September 26, 2018 from 10:00 a.m. to 11:30 a.m.

From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes – this program will provide a fundamental understanding of how to operate your lawyer trust account. Topics include: the duty to protect property and funds; establishing an IOLTA account; IOLTA participation, confidentiality and reporting; fundamental concepts; and ethical recordkeeping. Learn more here.  Register now at Eventbrite.

Answers to FAQs – Advanced Trust Accounting

Date/Time/Location

Wednesday, October 24, 2018 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, legal staff, accounting staff – anyone interested in refreshing or advancing their knowledge of trust accounting, Oregon RPC 1.15, and related ethics opinions.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to attendees.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Register Now for Advanced Trust Accounting

$25 – Visit the Upcoming CLE page or click on the image above. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Can’t Attend?

From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes – this program will provide a fundamental understanding of how to operate your lawyer trust account.

Topics include:

The duty to protect property and funds

• Segregating the property of clients or third persons
• Holding funds in a lawyer trust account
• Distribution of IOLTA interest

Establishing an IOLTA account

• Selecting a financial institution and choosing a jurisdiction
• Naming the IOLTA account
• Understanding bank service charges
• Avoiding impermissible cushions
• Opening pooled and separate lawyer trust accounts

IOLTA participation, Confidentiality, and Reporting

• Informing clients of your participation in IOLTA
• Protecting confidentiality of IOLTA information
• Complying with annual reporting requirements

Fundamental Concepts

• Receiving and disbursing funds
• Taking earned fees
• Paying and refunding client costs
• Best practices for paying yourself
• Using fixed fees and calculating refunds
• Delegating to staff
• Reporting overdrafts
• Addressing client fee disputes

Ethical Recordkeeping

• Segregating funds by keeping a running total and tracking individual accounts
• Reconciling the trust account
• Reviewing software options
• Recordkeeping rules

Registration

$25 – Visit the Upcoming CLE page or click on the image above. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Answers to FAQs

Date/Time/Location
Wednesday, September 26, 2018 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.

MCLE Credits
1.5 ethics MCLE credits pending (Oregon).

Who Should Attend?
Lawyers, office administrators, legal staff, accounting staff – anyone interested in refreshing or improving their knowledge of trust accounting, Oregon RPC 1.15, and related ethics opinions.

Group Discounts
Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?
Yes. Written materials will be distributed electronically to attendees.

Are questions welcome?
Absolutely. Questions may be submitted any time during the live event or afterward via email. Attendees are also encouraged to participate in live, anonymous polling.

Can’t Attend?