BREAKOUT SESSION 10 | Trust Account Rules & Best Practices with Bonus Discussion on File Retention & Documentation (Qualifies for 1.4 Ethics hours)

This updated program will provide attendees with a clear understanding of the trust account rules, address how to determine what goes in the trust account, review recent disciplinary cases, 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, how to accept credit cards, how to handle flat fees, and more.

Speakers: Melinda BentleyLegal Ethics Counsel, Jefferson City; Sam PhillipsOffice of Chief Disciplinary Counsel, Jefferson City