** Available on-demand any
time of day and in time increments convenient to you through Session End Date above **
This informative CLE program will cover the use of trust fund accounts, deposits & distributions, oversight and required records. It will delve into the "big five" trust account misunderstandings, fiduciary duty and duty to preserve and safeguard client funds and property. There will be a discussion about co-mingling vs. safekeeping, handling disputes, third party claims and refunds. This program will also cover IOLTA trust accounts, office operations using trusts, flat fees and freelancing.
This course features streaming video
and downloadable audio presentations
from a CLE seminar by the Houston Bar Association (HBA) on March 12, 2021.
Some of the subjects for this course include:
Trust Account Basics
The Big 5 Account Misunderstandings
Tricky Situations – Caution!
Additional Case Examples & Caveats
What Does Freelance Mean?
Best Tips For a Successful Practice
Speaker:
Claude Ducloux, Attorney at Law. Among his many Professional Activities & Leadership Positions: President, Austin Bar Association; Chair, Texas Board of Legal Specialization, 1997-1998; Director, Civil Trial Law Advisory Commission, 1994-1997; Chair, Texas Bar Foundation 2005-2006; Chair, Texas Center for Legal Ethics and Professionalism: 2004-06; Supreme Court Appointee, Committee on Disciplinary Rules and Referenda 2018 - 2024.
More information may be found on his firm's website.
ACCREDITATION INFORMATION
This course is approved for CLE credit by the STATE BAR OF TEXAS (MCLE Provider #8238). Please check with your State Bar regarding specific accreditation requirements.
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