Ethics & Specialty Credits

4.57

Ethical Client Trust Accounting for Trusts and Estates Attorneys

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 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 Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
58 minutes
Robert Kasieta
With Robert J. Kasieta from Kasieta Legal Group, LLC
Recorded August 02, 2024
Product ID 98951

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Overview

Best Practices for Recordkeeping, Client Communications, Acceptable Expenses, and More

Estate planning lawyers who routinely handle client funds face several crucial legal ethics issues concerning client trust accounts. This practical legal ethics guide addresses some of the top concerns, from commingling of funds and proper recordkeeping to handling interest earned. Ensure impeccable handling of clients' monies - register today!

  • Distinguish between separate types of client trust accounts.
  • Learn what can be done with the interest on the lawyer trust account.
  • Use clear and transparent recordkeeping to prevent mistakes and funds commingling.
  • Learn what to do in the event of a fee dispute.

Abbreviated Agenda

  1. Types of Trust Accounts: Pooled and Separate, IOLTA
  2. Segregation of Funds in Practice
  3. Proper Recordkeeping and Acceptable Legal Expenses in Trusts and Estates Practice
  4. Keeping Clients Apprised, Compliant Invoices
  5. Legal and Technology Competence
  6. CTA Best Practices in Fee Disputes
  7. Attorneys Acting as Fiduciaries: Additional Challenges

Related Topics

Product ID 98951

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 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 Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Ethical Client Trust Accounting for Trusts and Estates Attorneys

    1. Types of Trust Accounts: Pooled and Separate, IOLTA
    2. Segregation of Funds in Practice
    3. Proper Recordkeeping and Acceptable Legal Expenses in Trusts and Estates Practice
    4. Keeping Clients Apprised, Compliant Invoices
    5. Legal and Technology Competence
    6. CTA Best Practices in Fee Disputes
    7. Attorneys Acting as Fiduciaries: Additional Challenges

Who Should Attend

This legal ethics course is designed for attorneys. Law firm administrators and paralegals will also benefit.

Speakers

Robert J Kasieta
Robert J.
Kasieta
Kasieta Legal Group, LLC
Speaker bio
Robert J Kasieta

Robert J. Kasieta

Kasieta Legal Group, LLC
Robert Kasieta

is the founder of Kasieta Legal Group, LLC in Madison, Wisconsin. He is a certified civil pre-trial and trial specialist by the National Board of Trial Advocates. Mr. Kasieta practices in civil litigation, with an emphasis on plaintiff personal injury and employment cases, as well as commercial litigation. He has written and taught extensively in the areas of trial practice, personal injury law and insurance law, and is an instructor of trial practice at the University of Wisconsin Law School. Mr. Kasieta is admitted to practice before the U.S. Supreme Court, as well as the U.S. Court of Appeals for the Seventh and Eleventh circuits, and all Wisconsin courts. He is a member of the Dane County Bar Association, State Bar of Wisconsin and the American Association for Justice. Mr. Kasieta earned his B.S. degree, summa cum laude, from Northern Michigan University and his J.D. degree from Marquette University Law School.

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