Closing the case ethically and following best practices involves several steps and considerations for you, your firm, and your client. This presentation will discuss key purposes and goals and their ethical considerations, including:
• Settling accounts and retained funds.
• Continuing duties to avoid conflicts of interest.
• Protecting and returning client information.
• Advising clients of consequences resulting from outcomes.
• Proper storage or shredding of files and trust account records.
By following these ethical steps and best practices, you can ensure a proper and professional closure to the case while protecting your clients' interests.
This activity may qualify for up to 1.0 hour toward your annual CLE requirement for the State Bar of Alaska, including 1.0 hour General credit, which may include up to 1.0 hour Ethics.
There is 1.0 hour of CLE credit, of which 1.0 hours General credit, which includes 1.0 hours Ethics.
There is 1.0 hour of CLE credit, of which 1.0 hour is General credit, which includes 1.0 hour Ethics.
There is 1.2 hours of CLE credit, of which 1.2 hours is General credit, which includes 1.2 hours Ethics. You will receive the activity number on your certificate, issued upon completion.
This activity may qualify for up to 1.0 hour toward your annual CLE requirement for the State Bar of Connecticut, including 1.0 hour General credit, which may include up to 1.0 hour Ethics.
There is 1.0 hour(s) Total CLE credit, of which .50 hour(s) is General & .50 hour(s) is Ethics credit. You will receiive the activity number on your certificate, issued upon completion.
This activity may qualify for up to 1.0 hour toward your annual CLE requirement for the State Bar of Hawaii, including 1.0 hour General credit, which may include up to 1.0 hour Ethics, according to the Approved Jurisdiction Policy of Hawaii.
There is 1.0 hour(s) total CLE credit, of which .50 hour(s) is General credit and .50 hour(s) is Ethics credit. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hour(s) total CLE credit, of which .50 hour(s) is General & .50 hour(s) is Ethics credit. You will receive the activity number on your certificate, issued upon completion.
There are 1.2 hours of CLE credit, of which 1.2 hours are General credit, which includes 1.2 hours Ethics. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hour(s) total CLE credit, of which .50 hour(s) is General & .50 hour(s) is Ethics credit. You will receive the activity number on your certificate, issued upon completion.
Certificate to show completion only. MCLE is not required in Maryland.
There is 1.0 hours Total CLE credit, of which 1.0 hours is General, including .50 hours Ethics credit. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hour(s) total CLE credit, of which .50 hour(s) is General credit and .50 hour(s) is Ethics credit. You will receive the activity number on your certificate, issued upon completion.
This activity may qualify for up to 1.0 hour toward your annual CLE requirement for the State Bar of New Hampshire, including 1.0 hours General credit, which may include up to 1.0 hours Ethics.
There are 1.2 hours of CLE credit, of which 1.2 hours are General credit, which includes 1.2 hours Ethics. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hour of CLE credit, of which 1.0 hour is General credit, which includes 1.0 hour Ethics. You will receive the activity number on your certificate, issued upon completion.
This activity may qualify for up to 1.2 hour toward your annual CLE requirement for the State Bar of New York, of which 1.2 hours is General credit, which includes 1.2 hours Ethics, according to the Approved Jurisdiction Policy of New York.
Certificate of Completion only: 1.0 hours training completed. Sponsor has not sought accreditation.
There is 1.0 hours of CLE credit, of which 1.0 hours is General credit, which includes .50 hours Ethics credit. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hour(s) total CLE credit, of which .50 hour(s) is General credit and .50 hour(s) is Ethics credit. You will receive the acitivity number on your certificate, issued upon completion.
There is 1.0 hours CLE credit, including .50 hours General credit and 1.0 hours Ethics credit.
This activity may qualify for up to 1.2 hour toward your annual CLE requirement for the State Bar of Rhode Island, including 1.2 hours General credit, which may include up to 1.2 hours Ethics.
There is 1 hour of CLE credit, of which 1.0 hour is General credit, which includes 1.0 hour Ethics. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hour(s) total CLE credit, of which 1.0 hour(s) is General credit and .50 hour(s) is Ethics credit. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hours CLE credit which is General, and includes .50 hours Ethics credit.
There is 1.2 hour(s) total CLE credit, of which 1.2 hour(s) for Ethics credit or .60 hour(s) Law Practice Management (LPM) credit.
There is 1.0 hour of CLE credit, of which 1.0 hour is for General credit, which includes 1.0 for Ethics.
| PPT Outline_Closing the File_Aug2023 (212.9 KB) | Available after Registration | ||
| PPT Slides_Closing the File_Aug2023 (2.6 MB) | Available after Registration | ||
| Sample Fee Agreements_Misc Forms_w-Appendix (641.6 KB) | Available after Registration | ||
Attorney at Law, Board Certified in Civil Trial and Appellate Law, Texas Board of Legal Specialization; LawPay’s Director of Education, Ethics, and State Compliance.
Claude E. Ducloux is an attorney licensed in Texas, Colorado, and California who speaks nationally on legal ethics, law office management, and trial-related topics. In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE and has been invited to speak in more than 500 programs since January 1, 2016. Claude has served as course director and creator of numerous CLE institutes and advanced courses.
Mr. Ducloux has a long legacy of bar service, including being President of the Austin Bar Association, and serving as Chair of almost every major bar-related entity, as well as the Texas Bar Foundation. He is a board-certified civil trial and appellate attorney in Texas.