1.0 Ethics Continuing Legal Education (Iowa)
This live webinar is ideal for attorneys who are starting a law practice using trust accounts or would like to expand their education on trust accounting.
The webinar also covers strategies for how to send invoices that communicate information about the case to the client and to send them on time. Below is what the participant can expect after completing the webinar.
Collect fees: includes the topics below and story problems to demonstrate real life application
Understand the rules for opening a trust account and qualifying funds that can be deposited into a trust account
Understand the notice requirements for withdrawing trust funds
Understand rules for general retainer, special retainer, and flat fees
Understand record retention for financial information and what information to retain
Understand retainer agreements related to trust funds
Trust Accounting: includes the topics below and story problems to demonstrate real life application
Understand the three financial records needed for trust accounting
Demonstration of triple reconciliation required for IOLTA accounts
Understand how to include trust practices in your fee agreement
Understand how to include scope of representation in your fee agreement
Understand how to contemporaneously track your time so invoices can be sent monthly
Understand how to provide detailed information in your invoices without disclosing attorney-client information
Understand how to manage your cases to be able to provide regular updates to your clients
What's the refund policy?
Make sure the date and time work for you because there are no refunds.
Is my registration fee or ticket transferrable?
If you are unable to attend, you may send the participation information to one person to take your place. Each participant must be registered to attend.
Can I attend in person?
This is a live webinar and is not available in person.