Abandoned Funds: Trust Account Dilemmas

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Sales Have Ended

Registrations are closed
Registration has ended. Please contact the event organizer, beverly@oregonlawpracticemanagement.org, if you wish to order an audio or video download of this program.
Event description

Description

Do you have mystery money in your lawyer trust account? Uncashed checks? Funds you can't return? Join me on Wednesday, October 16 for Abandoned Funds: Trust Account Dilemmas and learn how to address these issues. Approved for .50 MCLE ethics credits (Oregon-specifc) and .75 practical skills.

Topics include

  • Identifying abandoned funds
  • Determining ownership and residence
  • Remitting funds
  • Exercising due diligence: statutory and ethical duties
  • Assessing the legal, practical, and and ethical implications of using stop payments, closing your IOLTA account, using stale dates, purchasing cashier's checks to replace funds in IOLTA, and writing off leftover balances
  • Avoiding abandoned funds
  • Reporting and remitting abandoned funds outside the statutory deadline

Date/Time/Location

Wednesday, October 16, 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, legal staff, bookkeepers, or office administrators - anyone interested in proper handling of abandoned funds and lawyer trust accounts.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to attendees.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Date and Time

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

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