Legal Ethics: Maintaining IOLTA & Law Office Management Best Practices-EDU190920
Cost
Member FREE
Learn what you need to know about IOLTA compliance from experienced professionals.
Member FREE
Product ID: EDU190920
Seminar Date: September 20, 2019
CLE
Credit Hrs.
Original Seminar Course Length: 4.25 Hrs. General
Original Seminar Course Length: 4.25 Hrs. General
About the Program
Learn what you need to know about IOLTA compliance from experienced professionals.
Description
CBA members must log in to the CBA website to access the self-study complimentary on-demand resources. These products are audio/video recordings and course materials from live CLE seminars that are three or more years old.
Non-members should call (844)469-2221 to learn how to become a member to gain access to these free member resources.
Complimentary On-demand Product Disclaimer:
Information contained in this audio/video
complimentary on-demand product may be outdated and may not meet the criteria
for CLE credit. Accordingly, the CBA is not automatically certifying any
Connecticut or New York CLE credits for this complimentary on-demand product.
CBA members who view/listen to this complimentary on-demand product may claim
Connecticut CLE credit on their own as self-study if they determine that the
information provided by the on-demand product is timely and relevant and
otherwise meets the criteria in
Presented by the Connecticut Bar Institute
You Will Learn
- About rule 1.15, record keeping, and reconciliation requirements
- About Practice Book Sec. 2-27 and Practice Book Sec. 2-28
- Best practices in responding to audit requests, including case law overview
- Best practices for risk management, including case law review
- Practical applications through hypotheticals
Who Should Purchase
Any attorney seeking the latest information on IOLTA accounting and guidance on avoiding ethical violations in managing an IOLTA account.
Speakers
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| Desi Imetovski Former Assistant Chief Disciplinary Counsel Shelton |
Patricia King Geraghty & Bonnano LLC New London |
Frances Mickelson-Dera Connecticut Statewide Grievance Committee, Judicial Branch Hartford |
Suzanne B. Sutton Cohen & Wolf PC Orange |
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for non-transitional 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 video conference. 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
Financial hardship information is available upon request.
Disclaimer: The information provided in this presentation is for informational purposes only and is not intended to constitute legal advice, nor is this information intended to create an attorney-client relationship.
Courses in package: