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You Will Learn
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.
Legal Ethics: Law Office/IOLTA Management-EDU210929
Cost -
Member - $105.00
Non-Member - $210.00
Student - $60.00
Program Date - September 29, 2021
Product ID - EDU210929
CLE Credit
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 former members of these offices and current practitioners 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.
Members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel along with former members of these offices and current practitioners 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 Connecticut Bar Institute
- An overview of the Rules of Professional Conduct and recent changes
- 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
- 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
Desi Imetovski Leanne M. Larson
Former Assistant Chief Disciplinary Counsel, Office of Chief Disciplinary Counsel,
Bridgeport, CT Hartford, CT
Frances Mickelson-Dera Suzanne B. Sutton
Connecticut Statewide Grievance Committee, Cohen & Wolf PC,
Judicial Branch, Hartford, CT Bridgeport, CT
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and 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 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.
Financial hardship information is available upon request.
Courses in package:
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