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Webinar

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


Average Rating:
   1120
Available Credit:
Attorney Conduct |  Ethics |  Professional Conduct
Faculty:
Claude Ducloux
Duration:
1 Hour
Format:
Audio and Video
Product Type:
Webinar
License:
Never expires.

Dates


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


Alabama 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 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 Arkansas 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 California Credit Statement

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


State Bar of Colorado Credit Statement

There is 1.2 hour of CLE credit, of which 1.2 hour is Ethics credit. 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 General credit, which includes 1.0 hour Ethics credit. You will receive the activity number on your certificate, issued upon completion. 


Florida Credit Statement

There is 1.2 hours of CLE credit, of which 1.2 hours is for General credit, including 1.2 hours Ethics. This activity also qualifies for 1.2 hours Civil Trial and/or Wills, Trust and Estates Certification credit.  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.


Idaho Credit Statement

This 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 Illinois 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.


Indiana 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 Iowa 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 Kansas Credit Statement 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.
State Bar of Kentucky Credit Statement

There is 1.0 hour of CLE credit, of which 1.0 hour Ethics credit. You will receive the activity number on your certificate, issued upon completion.


State Bar of Louisiana 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.


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.


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

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.


State Bar of Nebraska 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 Nevada 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 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 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.


State Bar of New Mexico 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 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 North Dakota 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 Ohio 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 Oklahoma Credit Statement

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.


State Bar of Oregon 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.


Pennsylvania Credit Statement

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


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.


State Bar of South Carolina 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 Tennessee Credit Statement There is 1.0 hour of CLE credit, of which 1.0 hour is Dual credit.  You will receive the activity number on your certificate, issued upon completion.
State Bar of Texas 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 Utah Credit Statement

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


Vermont Credit Statement

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


State Bar of Virginia 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 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 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.


State Bar of Wisconsin Credit Statement

There is 1.2 hours of CLE credit, of which 1.2 hours is Ethics credit.


State Bar of Wyoming Credit Statement

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



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.