Violating trust account rules can subject a lawyer to disbarment, civil damages and even criminal charges. Protect yourself against a potential trust account violation by increasing your understanding of trust account compliance, the ethical implications of your conduct. This course will cover the five biggest trust account misunderstandings, and your duty to preserve and safeguard client funds and property. We’ll go over what are qualified and non-qualified funds, what does and doesn’t belong in a trust account, and the difference between commingling and safekeeping. We will discuss actual fact situations (and reported cases) where disputes have arisen, and strategies to resolve those conflicting claims. This course will also discuss the best practices for maintaining financial control of your legal practice.
There is 1.0 hour of CLE credit, of which 1.0 hour is General credit, which includes 1.0 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 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 Ethics credit. 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.
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 of CLE credit, of which 1.0 hour is for General credit, which includes 1.0 for 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 1.0 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 of CLE credit, of which 1.0 hour is for General credit, which includes 1.0 for 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 hours General credit, which includes 1.0 Ethics credit. 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.
There is 1.0 hour of CLE credit, of which 1.0 hour is for General credit, which includes 1.0 for 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 hours is General credit, including 1.0 hours Ethics credit. 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 for General credit, which includes .5 for 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.
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.
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.
There is 1.0 hour of CLE credit, of which 1.0 hour 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.
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.
There is 1.0 hour(s) of total CLE credit, of which hour(s) qualifies as Attorney Professional Conduct hours. You will receive the activity number on your certificate, issued upon completion.
There is 1.2 hours of CLE credit, of which 1.2 hours is Ethics credit. You will receive the activity number on your certificate, issued upon completion.
There is 1.0 hours of CLE credit, of which 1.0 hours is Ethics credit. 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 for General credit, which includes 1.0 for Ethics.
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 1.0 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.
There is 1.0 hour of CLE credit, of which 1.0 hour is for General credit, which includes 1.0 for Ethics.
There is 1.0 hour of CLE credit, of which 1.0 hour is Ethics credit.
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.
There is 1.0 hours of CLE credit, of which 1.0 hours 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 are 1.2 hours of CLE credit, of which 1.2 hours are General credit, which includes 1.2 hours Ethics.
There is 1.0 hour of CLE credit, of which 1.0 hour is General credit, which includes 1.0 hour Ethics.
PPT Outline_Trust Me (236.4 KB) | Available after Registration |
PPT Presentation Handout_Trust Me (1.5 MB) | Available after Registration |
Attendance-Bio Info (388.6 KB) | Available after Registration |
Short-form Fee Agreement (122.2 KB) | Available after Registration |
Long-form Fee Agreement (330.6 KB) | Available after Registration |
5 Sample Clauses for Fee Agreements (149.1 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.