Original Seminar Course Length: 3.0 Hours. Ethics
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.
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Information contained in this audio/video complimentary on-demand product may be outdated and may not meet the criteria for CLE credit.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 CT MCLE rule 2-27A.
- 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.
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