Total Credits: 2.0 Self Study
This program focuses on trust accounting procedures. Participants will be provided with a self-audit for lawyer trust accounting, with guidance for building simple, routine steps to reduce mistakes and OCDC inquiries, and to protect client and attorney funds.
Speakers:
Sam S. Phillips, Deputy Chief Disciplinary Counsel, Office of Chief Disciplinary Counsel, Jefferson City
Kelly Dillon, CFE, Investigative Examiner, Office of Chief Disciplinary Counsel, Jefferson City
Trust Account Basics Presentation.pdf (315.7 KB) | Available after Purchase | ||
Informal Advisory Opinion 2018-15.pdf (123.2 KB) | Available after Purchase | ||
Formal Opinion 128 - Amended 2018 - Final.pdf (841.7 KB) | Available after Purchase | ||
Informal Opinion 2014-05.pdf (36.4 KB) | Available after Purchase | ||
Informal Advisory Opinion 2019 08 (121.4 KB) | Available after Purchase | ||
Order dated July 23, 2018, re_ Rule 4-1.pdf (166 KB) | Available after Purchase | ||
Rule 4-1.15.pdf (501.7 KB) | Available after Purchase | ||
Self Audit for Lawyer Trust Accounting 2018.9.19 Mailable version.pdf (266 KB) | Available after Purchase | ||
The Ethics of Accepting Credit Cards by Melinda Bentley 2016.01.pdf (66.5 KB) | Available after Purchase | ||
Requesting an Informal Advisory Opinion (201.2 KB) | Available after Purchase | ||
Revised Routine Practices, Decisions & Opinions Presentation (188.5 KB) | Available after Purchase | ||
Faculty Bios.pdf (81 KB) | Available after Purchase | ||
MoLAP Information.pdf (1.2 MB) | Available after Purchase |
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