Total Credits: 1.0 MCLE
Speakers: Sam S. Phillips and Kelly Dillon, Office of Chief Disciplinary Counsel, Jefferson City
| Understanding & Managing Client Trust Account (10.5 MB) | Available after Purchase | ||
Kelly Dillon is an investigative examiner-paralegal for the Missouri Office of Chief Disciplinary Counsel where her duties include oversight of the Trust Account Overdraft Notification Program, conducting financial examinations and other investigations. Kelly is a Certified Fraud Examiner and has been with the Office of Chief Disciplinary Counsel since 2001.
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.
