This program was originally presented at our 2024 MOSOLO Small Firm Conference, June 6-8, 2024
This program will provide attendees with a clear understanding of the trust account rules, address how to determine what goes in the trust account versus the operating account, 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, and discuss additional issues such as accepting payments by credit card, flat fees, and more.
Learning Objectives:
Speakers: Melinda J. Bentley, Legal Ethics Counsel, Jefferson City; Natalie J. Spangler, Office of Chief Disciplinary Counsell, Jefferson 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.
| 07-05 Trust Account Rules Best Practices - Final (8.24 MB) | Available after Purchase | ||
| MOLAP Information (210.1 KB) | Available after Purchase | ||
| Important Information for Attorneys Seeking Kansas Credit (102.8 KB) | Available after Purchase | ||
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 Case.net, 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.
Natalie Spangler is Staff Counsel for the Missouri Office of Chief Disciplinary Counsel. Previously, Natalie was an Assistant Attorney General for the Missouri Attorney General's Office and a law clerk for the Honorable Zel M. Fischer of the Supreme Court of Missouri.
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Mon, Dec 16, 2024 - 12:00pm to 12:52pm CST
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Fri, Jan 10, 2025 - 12:00pm to 12:52pm CST
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Thu, Mar 13, 2025 - 12:00pm to 12:52pm CDT
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Tue, Apr 22, 2025 - 12:00pm to 12:52pm CDT
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Mon, May 19, 2025 - 12:00pm to 12:52pm CDT
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Click HERE to review the Cancellation Policy.
