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2023 Protecting yourself and the client: Best practices for documenting the client relationship and the ethics of retaining client files

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

Practice Area:
Audio and Video



This program was originally presented at our 2023 MOSOLO Small Firm Conference, June 8-10, 2023

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; Keith A. Cutler, James W. Tippin & Associates, Kansas 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.



Melinda J. Bentley's Profile

Melinda J. Bentley Related Seminars and Products

Legal Ethics Counsel

Melinda J. Bentley serves as Legal Ethics Counsel in Missouri where 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. She began serving in that position in 2012. Prior to that she worked for the Illinois State Bar Association as Assistant Counsel from 2001-03, First Assistant Counsel from 2003-11, and Assistant Director of Legislative Affairs from 2009-11. She is a frequent speaker and author on professional responsibility matters. Ms. Bentley currently serves as a member of the Planning Committee for the American Bar Association (ABA) Center for Professional Responsibility’s National Conference on Professional Responsibility, the Planning Committee for The Missouri Bar Solo and Small Firm Conference, The Missouri Bar’s Special Committee on Remote Public Access to, and the National Organization of Bar Counsel’s Committees on Amicus, Website, Program, and Diversity, Equity, and Inclusion. 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 on the ABA Standing Committee on Ethics and Professional Responsibility (2020-2023), Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct as a member (2015-2016) and Chair (2016-2018), as well as a member of the ABA Center for Professional Responsibility Coordinating Council (2016-2018). She is licensed in both Missouri and Illinois, 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, Cole County Bar Association, and Mid-Missouri Women Lawyers’ Association.

Keith Cutler's Profile

Keith Cutler Related Seminars and Products

James W. Tippin & Associates

Keith Cutler is a trial attorney with the law firm of James W. Tippin & Associates in Kansas City, and has practiced in the areas of commercial, construction, general liability, and insurance defense litigation for close to 35 years.  He is a frequent CLE speaker on trial practice; ethics and professionalism; and diversity, equity, and inclusion.


Mon, May 13, 2024 - 12:00pm to 01:10pm CDT
Mon, Jun 17, 2024 - 12:00pm to 01:10pm CDT
Tue, Jul 02, 2024 - 12:00pm to 01:10pm CDT
Tue, Aug 20, 2024 - 12:00pm to 01:10pm CDT

Cancellation Policy

Click HERE to review the Cancellation Policy.