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On Demand

Trust Me, I'm a Lawyer: Handling Trust Accounts Plus Finances, Fee-Splitting, and Freelancing


Average Rating:
   773
Available Credit:
Not Available
Faculty:
Claude Ducloux
Duration:
1 Hour 05 Minutes
Format:
Audio and Video
Product Type:
On Demand
License:
Access for 365 day(s) after purchase.


Description

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 and 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 situations and reported cases where disputes have arisen, and strategies to resolve those conflicting claims. This course will also discuss best practices for maintaining financial control of your legal practice.

Credits


State Bar of Alaska (MCLE reciprocity may be available)

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.


State Bar of Arizona Credit Statement

There is 1.0 hour of CLE credit, of which 1.0 hours General credit, which includes 1.0 hours Ethics. 


State Bar of California Credit Statement

There is 1.0 hour of CLE credit, of which 1.0 hour is General credit, which includes 1.0 hour Ethics. 


State Bar of Colorado Credit Statement

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. 


State Bar of Connecticut Credit Statement

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.


State Bar of Delaware Credit Statement

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. 


State Bar of Georgia Credit Statement

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.


State Bar of Hawaii Credit Statement (Under Approved Jurisdiction Policy)

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.


State Bar of Idaho Credit Statement

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.


State Bar of Illinois Credit Statement

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. 


Indiana Credit Statement

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.


State Bar of Iowa Credit Statement

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. 


State Bar of Kentucky Credit Statement

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.


Maine Credit Statement

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.


Maryland State Bar

Certificate to show completion only.  MCLE is not required in Maryland.


State Bar of Minnesota Credit Statement

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.


State Bar of Mississippi Credit Statement

There is 1.0 hour of CLE credit, of which 1.0 hour is Ethics credit.


State Bar of Missouri Credit Statement (On-Demand/Self-Study)

MO Bar does not accredit on-demand programs. This activity may qualify for up to 1.2 hours self-study credit toward your annual CLE requirement for the State Bar of Missouri.


State Bar of Montana Credit Statement

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.


State Bar of Nebraska Credit Statement

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. 


State Bar of Nevada Credit Statement

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.


State Bar of New Hampshire Credit Statement (Note: Sponsor has not requested course accreditation)

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.


State Bar of New Jersey Credit Statement

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. 


State Bar of New Mexico Credit Statement

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.


State Bar of New York (under Approved Jurisdiction Policy)

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​.


Nonspecific Certificate of Attendance

Certificate of Completion only: 1.0 hours training completed. Sponsor has not sought accreditation.


State Bar of North Carolina Credit Statement

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.


State Bar of Oklahoma Credit Statement

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.


State Bar of Oregon Credit Statement

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. 


State Bar of Pennsylvania Credit Statement

There is 1.0 hour of CLE credit, of which 1.0  hour is for General credit, which includes 1.0  for Ethics. 


State Bar of Rhode Island Credit Statement (Note: Sponsor has not requested course accreditation)

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.


Vermont Credit Statement

There is 1.0 hour of CLE credit, of which 1.0 hour is Ethics credit.


State Bar of Washington Credit Statement

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.


State Bar of West Virginia Credit Statement

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. 


State Bar of Wisconsin Credit Statement

There are 1.2 hours of CLE credit, of which 1.2 hours are General credit, which includes 1.2 hours Ethics.


State Bar of Wyoming Credit Statement

There is 1.0 hour of CLE credit, of which 1.0 hour is General credit, which includes 1.0 hour Ethics.



Handouts

Faculty

Claude Ducloux's Profile

Claude Ducloux Related Seminars and Products

Director of Education

Lawpay


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.