HBA CLE Webinar: Trust Me, I’m a Lawyer: Handling Trust Accounts, Fee-Splitting and Freelancing

This seminar will cover why we use trust fund accounts, deposits & distributions, oversight and required records. It will delve into the big five trust account misunderstandings, fiduciary duty and duty to preserve and safeguard client funds and property. There will be a discussion of co-mingling vs. safekeeping, handling disputes, third party claims and refunds. This program will also cover IOLTA trust accounts, office operations using trust, mandatory deposits, record-keeping and flat fees – in or out? It includes handling disputes to finds in trust, duties to supervise, safeguarding money and other client property.

CLE: 1 hour MCLE credit, including 1 hour of ethics credit.

Presented by Claude Ducloux (Attorney at Law)

Webinar information will be sent via email to registrants as the webinar date gets closer. Registration closes February 19 at 12:00 p.m.