Ethical Billing Made Simple: Tips to Use & Traps to Avoid for Client Trust Accounts, Fees, and Retainers

$195.00

CLE Credits earned: 2 ETHICS (or 2 ETHICS for WA state)

Handling fees, retainers, and trust accounts is not only essential to running a successful practice, but is also one of the lifelines on which practices thrive or flounder. As part of a successful practice, attorneys must be sure that they’re aware of all ethical responsibilities to both ensure compliance with their ethical duties, and to lay the foundation for a thriving practice. Christopher Heredia will provide a comprehensive explanation of the ethical duties and responsibilities relevant to handling legal fees, retainers, client trust accounts, and recordkeeping under the Rules of Professional Conduct. The course will include a comprehensive analysis of requirements under the Rules, types of retainers, a walk-through of client trust account recordkeeping, common causes for Rule violations, and practical tips for billing ethically.

This course is co-sponsored with myLawCLE.

Date / Time: November 14, 2019

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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Original Broadcast Date: July 29, 2019

Christopher Heredia, Esq. is Litigation Counsel for the Administrator of the Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC). Practicing in the area of attorney regulation and discipline, Chris has investigated hundreds of complaints of attorney misconduct and has prosecuted formal disciplinary matters before the Commission’s Hearing Board. He routinely presents to bar associations and other groups on various issues related to the Rules of Professional Conduct, and has appeared on Univision’s news segment titled “Conozca sus Derechos” to discuss the ARDC’s mission and functions. Chris is also a faculty member of the National Institute for Trial Advocacy (NITA), where he teaches annually at NITA’s Deposition Skills training program in Chicago.

Prior to joining the ARDC, Chris worked as an Assistant State’s Attorney with the Cook County State’s Attorney’s Office in Chicago in various capacities, including the Special Prosecutions Bureau’s Auto Theft Unit, where he prosecuted complex multi-jurisdictional vehicle-related felonies, and the Mental Health Unit where he litigated involuntary commitment and treatment actions involving people with serious mental illnesses.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]

Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I: Overview of the relevant Rules of Professional Conduct for fees, safekeeping of property, declining or terminating representation, misconduct

Section II: Analysis of the affirmative duties for the safekeeping of client or third party property

Section III: Sample client trust account recordkeeping and walk-through

Section IV: Analysis of the requirements, prohibitions, and reasonableness of legal fees

Section V: Explanation of types of retainers

Section VI: Practical tips for billing, trust accounts, and recordkeeping