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Webinar

2022 Trust Account Rules & Best Practices with Bonus Discussion on File Retention and Documentation


Total Credits: 1.4 MCLE, 1.4 Ethics, 1.0 Kansas Credit, 1.0 Kansas Ethics

Practice Area:
Ethics
Format:
Audio and Video

Dates


Description

Originally presented at our MOSOLO Small Firm Conference, June 9-11, 2022

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 Bentley, Legal Ethics Counsel, Jefferson City and Sam Phillips, Office of Chief Disciplinary Counsel, Jefferson City

Moderator: Brian G. Ellsworth, Office of Legal Ethics Counsel and Supreme Court Advisory Committee, Jefferson City

Materials

Speaker

Melinda J. Bentley's Profile

Melinda J. Bentley Related seminars and products

Legal Ethics Counsel


Melinda J. Bentley serves as Legal Ethics Counsel, and she provides oral and written informal advisory opinions to attorneys on issues related to the Missouri Rules of Professional Conduct. In that position, she also serves as administrator and counsel to the Advisory Committee of the Supreme Court of Missouri.

Ms. Bentley previously worked for the Illinois State Bar Association. She is a frequent speaker and author on professional responsibility matters. She currently serves as a member of the American Bar Association Standing Committee on Ethics and Professional Responsibility. She also currently serves on the Planning Committee for The Missouri Bar Solo and Small Firm Conference, and is a member of The Missouri Bar, Illinois State Bar Association, American Bar Association, National Organization of Bar Counsel, Bar Association of Metropolitan St. Louis, and Cole County Bar Association. She was a board member and officer of the National Organization of Bar Counsel from 2015-2020, including a term as President from 2018-2019, and formerly served as a member (2015-2016) and Chair (2016-2018) of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. 


Sam Phillips's Profile

Sam Phillips Related seminars and products

Office of Chief Disciplinary Counsel


Sam Phillips is Deputy Chief Counsel for the Missouri Office of Chief Disciplinary Counsel. Sam has served on the Board of Directors of the National Organization of Bar Counsel and was that Board’s liaison to the ABA’s Lawyer Competence Committee.

In addition to attorney discipline and private practice, he has served as Chief Assistant Prosecuting Attorney and been the Executive Trust Officer for a regional bank.

He also chaired The Missouri Bar’s Law Practice Management Committee.

 


Dates

Wed, Feb 01, 2023 - 12:00pm to 01:10pm CST
Tue, Mar 07, 2023 - 12:00pm to 01:10pm CST

Cancellation Policy

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