WEBINAR RECORDING: Ethical Trust Accounting for Oregon Lawyers

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Description

2.0 MCLE Ethics Credits Approved

Topics include:

Establishing IOLTA Accounts: Covering service charges not paid by the Oregon Law Foundation, Avoiding impermissible cushions, Meeting minimum balance requirements, and Creating pooled or separate accounts for client funds that can "net interest."

Key IOLTA Concepts: Safeguarding client property, Protecting against theft and supervising staff, Holding unearned funds in trust until they "clear," Processing third party payments, Using fixed fee agreements, Paying yourself, Reviewing the basics of unclaimed funds, and Reporting overdrafts.

Ethical Recordkeeping: Running totals vs. individual tracking of client funds, Exploring software options, Processing credit cards, Reconciling the trust account, and Retaining records.

FAQs

Date/Time/Location:

The live event was held Thursday, October 27, 2016 from 10:00 a.m. to 12:00 p.m. If you purchase this webinar recording you will receive links to the video and audio recordings, which you may watch at any time. File formats are MP4 and M4a and should play automatically on your desktop or mobile device.

Who should consider ordering the webinar recording?

Lawyers, bookkeepers, office managers, staff - anyone who handles trust funds in Oregon.

Does the program include written materials?

Yes. Written materials will be distributed electronically to all purchasers.

What is the refund policy?

Replay/webinar recording fees are not refundable.

Questions?

Contact beverlym@oregonlawpracticemanagement.org.


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