Advanced Trust Accounting

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Event description


1.25 Ethics MCLE Credits Approved
OSB Program No. 6724*13

Delve deeper into the more advanced issues of trust accounting, including how to safely manage wire and EFT transfers, proper handling of third-party and client payment plans, passing on credit card transaction fees, what to do with unclaimed funds, how to disburse settlement proceeds if your client is missing, and more. This program will cover:

The ethics of getting paid

Using layaway plans, collecting "first and last month's rent," managing evergreen retainers and hybrid fee agreements, receiving third party payments, bartering legal services, accepting credit cards, handling ACH, EFT, and wire transfers.

Clients who can net interest

Establishing accounts, issuing 1099s, seeking a refund from the Oregon Law Foundation.

Duties of law firm members

Delivering funds to departing lawyers and other duties of law firm members.

Garnishments and liens

Garnishing the lawyer trust account and tackling lienholders.

Ethics potpourri

Processing eCourt payments, crowdfunding and IOLTA, handling checks payable to third parties, supplying a missing client's endorsement, controlling multi-jurisdictional accounts, carrying unclaimed funds.

Fraud, scams, and theft

Banking online, protecting funds using 12 simple steps, restricting funds, and purchasing fraud prevention services.


Wednesday, October 24, 2018 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, legal staff, accounting staff - anyone interested in refreshing or advancing their knowledge of trust accounting, Oregon RPC 1.15, and related ethics opinions.

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.

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