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Who Should Purchase
Any attorney seeking the latest information on IOLTA accounting and guidance on avoiding ethical violations in managing an IOLTA account.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
IOLTA/Law Office Management-EDU240925
Cost -
Members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel along with a former member of these offices and current practitioner will provide a comprehensive review of law office management and IOLTA best practices, including: an overview of the Rules of Professional Conduct and changes, major challenges, audits, what disciplinary counsel do, and how to protect/defend against disciplinary action.
Member - $135.00
Student - $70.00
Non-Member - $270.00
Financial hardship information is available upon request.
Program Date - Wednesday, September 25, 2024
Product ID - EDU240925
CLE Credit
CT: 3.0 CLE Credits (Ethics)
CT: 3.0 CLE Credits (Ethics)
NY: 3.5 CLE Credits (Ethics)
About the Program
Members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel along with a former member of these offices and current practitioner will provide a comprehensive review of law office management and IOLTA best practices, including: an overview of the Rules of Professional Conduct and changes, major challenges, audits, what disciplinary counsel do, and how to protect/defend against disciplinary action.
Credit
Ethics and Professionalism:3.0
Description
Presented by the CT Bar Institute - Part of the Solo/Small Firm Series
You Will Learn
- About rule 1.15, record keeping, and reconciliation requirements
- About relevant Practice Book sections
- Best practices in responding to audit requests, including case law overview
- Best practices for risk management, including case law review
- How to protect yourself from and defend against disciplinary actions
Who Should Purchase
Any attorney seeking the latest information on IOLTA accounting and guidance on avoiding ethical violations in managing an IOLTA account.
Speakers
Leanne M. Larson Elizabeth M. Rowe
Office of Chief Disciplinary Counsel, Connecticut Statewide Grievance Committee,
Judicial Branch, Judicial Branch,
Hartford, CT Hartford, CT
Suzanne B. Sutton
Cohen & Wolf PC,
Bridgeport , CT
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorney CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
Courses in package:
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