Trust Me, I’m a Lawyer: Handling Trust Accounts, Fee-Splitting and Freelancing

        
  
     
Legal Area:        Ethics Professional Responsibilities Malpractice Liability Practice Management
Total Credit Hours:        1.00
Ethics Credit Included:        1.00
Registration Fee:        $20.00
Course Materials:        textaudiovideo
Session END DATE:        05/31/2023
Information:        NOW -   ONLY $10
  

** 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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