Ethics & Specialty Credits

Live Online

Legal Ethics of Trust Accounting and Handling Client and Firm Funds

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 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
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Live Online
1 hour
Briane House
With Briane M. House from Pritzke & Davis

Fri, Nov 20, 00:00 AM – 00:00 PM

Product ID 102703

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

Why Trust Accounting Violations Top Disciplinary Charts Year After Year - and How to Prevent It

Trust accounting errors don't just spur malpractice claims - they result in bar discipline, suspension, and disbarment. Yet the rules governing client funds are among the most frequently violated in legal ethics. This practical one-hour program cuts through the confusion around IOLTA accounts, commingling, and proper disbursement procedures so you can protect your clients, your firm, and your license. Register today!

  • Get clear on what MRPC 1.15 actually requires.
  • Learn exactly how commingling happens so you can make sure it never does.
  • Know when to disburse, when to hold, and how to document every step.
  • Find out when you're personally liable for a subordinate's trust failures.
  • Review real discipline cases and learn what auditors look for.

Abbreviated Agenda

  1. MRPC 1.15 and Related Obligations: Safekeeping, Client Funds vs. Firm Funds, Advance Fees and Retainers
  2. IOLTA Accounts: Setup, Maintenance, Recordkeeping, and Common Pitfalls
  3. When and How to Disburse Client Funds
  4. Handling Disputed Funds: What You Must Hold and Why
  5. Withdrawal of Earned Fees: Timing and Documentation
  6. Supervising Attorney and Law Firm Liability for Trust Accounting Failures (MRPC 5.1, 5.3)
  7. Disciplinary Case Examples: From Reprimand to Disbarment
  8. The Most Common Recordkeeping Failures and How to Avoid Them
  9. Audits, Investigations, and Cooperation Obligations

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 102703

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 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
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Legal Ethics of Trust Accounting and Handling Client and Firm Funds

    1. MRPC 1.15 and Related Obligations: Safekeeping, Client Funds vs. Firm Funds, Advance Fees and Retainers
    2. IOLTA Accounts: Setup, Maintenance, Recordkeeping, and Common Pitfalls
    3. When and How to Disburse Client Funds
    4. Handling Disputed Funds: What You Must Hold and Why
    5. Withdrawal of Earned Fees: Timing and Documentation
    6. Supervising Attorney and Law Firm Liability for Trust Accounting Failures (MRPC 5.1, 5.3)
    7. Disciplinary Case Examples: From Reprimand to Disbarment
    8. The Most Common Recordkeeping Failures and How to Avoid Them
    9. Audits, Investigations, and Cooperation Obligations

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

Briane M House
Briane M.
House
Pritzke & Davis
Speaker bio
Briane M House

Briane M. House

Pritzke & Davis
Briane House

is an attorney at Pritzke & Davis. His practice areas include civil litigation with a concentration in real estate transactions/planning/zoning, mediation/arbitration, business/corporate counseling, commercial litigation, and appellate practice. Mr. House currently serves as the chairman of the Board of Directors of Quality Connection, a labor management partnership representing more than 100 union NECA electrical contractors and 2500 IBEW members. He is the former board chair of the Indianapolis Local Public Improvement Bond Bank. Mr. House earned his B.A. degree, with honors, from Wabash College, and his J.D. degree from the Indiana University McKinney School of Law.

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