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.
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
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.
Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: firstname.lastname@example.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.
$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.
Video and audio recordings will be available to download along with the program materials shortly after the live program event. Price: $25. Contact me or visit my online CLE store to place an order.