Breakout session 10 | Protecting yourself and the client: Best practices for documenting the client relationship and the ethics of retaining client files (qualifies for 1.4 ethics hours)

This program will provide practical guidance to lawyers about:
• The ethics of forming the lawyer-client relationship (including documenting the scope of representation, having clear communication practices, and explaining fees)
• The ethics of holding the client file
• The ethics of planning ahead (including diligence, succession planning, and trustees)
• The ethics of trust account records (an overview)

Speakers: Melinda J. Bentley, Legal Ethics Counsel, Jefferson City and Keith A. Cutler, James W. Tippin & Associates, Kansas City