Ethics & Specialty Credits

Live Online

Attorney Fees and Trust Accounts

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Pending 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Live Online
1 hour
Kim Jackson
With Kim M. Jackson from Bovis, Kyle, Burch & Medlin, LLC

Wed, Oct 14, 00:00 AM – 00:00 PM

Product ID 102607

Register For Course

Course Includes
$199

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Practical Compliance for Every Matter

Managing client funds and fee agreements shouldn't feel like a minefield, but for many attorneys, it does. Our course cuts through the confusion with clear, actionable guidance on drafting enforceable fee agreements, maintaining compliant IOLTA accounts, and avoiding the recordkeeping pitfalls that trigger bar complaints. Walk away with practical systems you can implement immediately - register today!

  • Know exactly what goes into a fee agreement that holds up.
  • Handle trust account deposits and disbursements with confidence.
  • Catch the recordkeeping mistakes that trigger bar complaints, before they happen.
  • Put simple systems in place that protect your clients and your license.

Abbreviated Agenda

  1. Fee Agreements
    1. Fee Arrangements
    2. Drafting Enforceable Agreements
    3. Required Disclosures and Engagement Letters
  2. IOLTA and Client Trust Accounts
    1. Opening and Maintaining a Compliant Trust Account
    2. Proper Recordkeeping
    3. Use of Trust Funds
    4. Handling Disputed Funds
  3. Common Pitfalls
    1. Commingling
    2. Conversion
    3. Improper Disbursement

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102607

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Pending 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Attorney Fees and Trust Accounts

    1. Fee Agreements
      1. Fee Arrangements
      2. Drafting Enforceable Agreements
      3. Required Disclosures and Engagement Letters
    2. IOLTA and Client Trust Accounts
      1. Opening and Maintaining a Compliant Trust Account
      2. Proper Recordkeeping
      3. Use of Trust Funds
      4. Handling Disputed Funds
    3. Common Pitfalls
      1. Commingling
      2. Conversion
      3. Improper Disbursement

Who Should Attend

This legal course is designed for attorneys.

Speakers

Kim M Jackson
Kim M.
Jackson
Bovis, Kyle, Burch & Medlin, LLC
Speaker bio
Kim M Jackson

Kim M. Jackson

Bovis, Kyle, Burch & Medlin, LLC
Kim Jackson

is a trial attorney and partner with the law firm of Bovis, Kyle, Burch & Medlin, LLC, in Atlanta, Georgia. Mr. Jackson primarily handles claims involving professional liability, including claims against lawyers, professional licensing, insurance coverage and bad faith, and premises liability. He is a frequent speaker and writes about attorney liability, legal ethics, insurance coverage/bad faith litigation and civil litigation skills. Mr. Jackson graduated with his B.A. degree, magna cum laude, at Wabash College and earned his J.D. degree at the University of Kentucky School of Law. He is licensed to practice in Georgia, Kentucky and Texas. Mr. Jackson is a member of the Federation of Defense and Corporate Counsel, ABA Lawyers' Professional Liability Consortium, Georgia Defense Lawyers Association, the Professional Liability Underwriting Society, and the Atlanta Lawyers Club.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us