Our April 2019 Lunch & Learn regarding Trust Accounts left us with some questions and seeking clarification. We have partnered up with the State Bar of Texas to host a viewing party of their Live Webcast: Trust Me, I'm a Lawyer: Handling Trust Accounts & Other Fee Issues. This webinar will be free to members as well as any non-members that attended our luncheon. Please join us at Bickerstaff Heath Delgado Acosta LLP on May 30th (free parking in the garage). Details of the webinar are below:

Live Webcast!
Trust Me, I'm a Lawyer: Handling Trust Accounts & Other Fee Issues.

Claude E. Ducloux, Board-Certified in both Civil Trial Law and Civil Appellate Law by the Texas Board of Legal Specialization, will present a 60 minute PowerPoint covering:

• Why we use trust accounts
• The big five trust account misunderstandings
• Fiduciary duty and duty to preserve and safeguard client funds and property
• Qualified funds vs. non-qualified funds
• Required Records and ability to audit
• Clear descriptions of what belongs (and doesn't belong) in a trust account
• Proper distribution methods
• Co-mingling vs. safekeeping
• Duty of oversight
• Handling disputes, third-party claims and refunds
• Practical examples of trust fund disputes
• Survey of Disciplinary cases
• Running your office: Financial control
• Freelancing and sharing fees
• Proposed Forms and Contract terms
• Best Practices Checklist for your office.

Tickets

$0.00 Member Ticket

$0.00 Non-Member