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Ethics and Client Money: Trust Funds, Expenses, Setoffs & More: Live Replay Teleseminar
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 Export to Your Calendar 1/22/2019
When: Tuesday, January 22, 2019
Dial-in: 12:45 PM | Program: 1:00 - 2:00 PM
Where: Teleseminar: WebCredenza


Online registration is available until: 1/21/2019
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Online registration will close the day before a program. We encourage you to pre-register if you want a link to the program materials
prior to the program.




CLE CREDITS: 1.0 ethics
TARGET PRACTICE AREAS: Ethics
  • Traps in trust fund accounting and the risks of “set-offs” of disputed amounts
  • Disclosure and documentation of trust accounting of client money
  • Retainers – use, accounting, and regular communications
  • Accepting credit card payments from clients –  pass-through processing fees, Truth-in-Lending, disclosure and confidentiality 
  • Confidentiality when a client has a dispute with his credit card company – ethical tension of client duties and contractual obligations
  • Use of credit cards to fund a retainer and related trust fund accounting issues – trust funds v. operating funds
REGISTRATION FEES
MSBA Member: $69
Non-Member: $99

HOW TO REGISTER
Members and Non-Members need to log in to see the proper registration fees.

  • Members: If you are a member of the MSBA, please sign in to receive the member rate.
  • Non-Members & Non-Attorneys: If you have attended any MSBA event in the past, you have an account with us. If you do not know your username or password, please call the MSBA. We will provide you with login credentials so you can register online.
  • If you have never attended an MSBA event: Please call the MSBA or mail or fax this registration form to register.

HOW IT WORKS
Prior to the program or on the morning of the program, you will receive an email from the MSBA containing a toll-free telephone number to call into he program. You will also receive a PDF containing the materials to download to your desktop or mobile device.
CANCELLATION POLICY
Full refunds will be given to those who cancel by 4:30 p.m., 5 working days prior to the program. Registrants who cancel after this deadline but prior to the program date will be charged an administrative fee of $15 per credit hour. QUESTIONS? CONTACT US!
1-877-622-7554.


 

Maine Bar Association 124 State St. Augusta, ME 04330