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Confidently Handle Attorney Fees and Client Funds

We've scanned the nation for the latest ethics opinions concerning attorney fees and client funds and have compiled them into a thought-provoking ethics course you won't want to miss! This seminar is jam-packed with the muddiest issues - from ethically structuring fee arrangements and engagement letters to collecting the fees owed and managing and maintaining trust accounts. Make sure you know the latest rule interpretations to avoid ethical violations and maintain your professional reputation - register today!

  • Discuss common fee arrangements and how to properly communicate and confirm them with clients.
  • Review the essential elements that must be included in an engagement letter.
  • Learn how to ethically carry out billing and collection of fees.
  • Explore the key elements of a trust account that attorneys need to monitor to remain ethically compliant.

  1. Ethics of Fee Arrangements
    8:45 - 9:20, James M. Bowie
    1. Common Legal Fee Structures/Types of Fees
    2. Determination of Reasonable Fees
    3. Communication and Confirmation of Fee Arrangements
    4. Referral Fees
    5. Fee Splitting/Division of Fees
    6. Work Done by Non-Attorneys
    7. Dealing with Financially Distressed Clients
  2. Engagement Letters/Retainer Agreements (with Samples)
    9:20 - 9:55, Robert S. Hark
    1. When are They Required?
    2. Critical Clauses to Include
    3. Defining the Scope of Representation
    4. Spelling Out Fees, Computation, Disbursements and Expenses
    5. Sample Letters and Agreements
  3. Ethical Billing and Collection Methods
    9:55 - 10:30, James M. Bowie
    1. When to Bill Clients
    2. Communication and Documentation
    3. Billing Cycle Customization
    4. Invoice Considerations (w/Samples)
    5. Implications of Interest Charges
    6. Attorney Liens and Other Mechanisms to Secure Payment
    7. Working with Third Party Collection Agencies
  4. Trust Accounts: Ethical Considerations
    10:45 - 11:20, Robert S. Hark
    1. Trust Account Rules and Standards
    2. Fiduciary Obligations
    3. Account Designation and Setup Requirements
    4. Rules for Fees Earned in Advance
    5. Interest on Lawyers Trust Accounts (IOLTA)
    6. Financial Institution Direction and Instruction
    7. Required Records and Recordkeeping Requirements
  5. Fee Dispute Resolution
    11:20 - 12:00, Steven E. Cope

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