Breakout 7 | Trust account rules and best practices – June 2024 edition (qualifies for 1.0 ethics hour)

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This program will provide attendees with a clear understanding of the trust account rules, address how to determine what goes in the trust account versus the operating account, give guidance on how to keep client trust account records, provide resources on how to do a self-audit to check for compliance in your office, and discuss additional issues such as accepting payments by credit card, flat fees, and more.

Learning Objectives:

• Lawyers will gain a deeper understanding of Rules of Professional Conduct 4-1.145, 4-1.15, and 4-1.155 governing client trust accounts.
• Lawyers will learn how to check for compliance with the Rules of  Professional Conduct through a self-audit and ethics resources.
• Lawyers will learn the proper way to accept payments by credit card and how to handle flat fees.

Speakers: Melinda J. Bentley, Legal Ethics Counsel, Jefferson City; Natalie J. Spangler, Office of Chief Disciplinary Counsell, Jefferson City

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.