Lawyer Ethics & Credit Cards -Audio Webcast

March 2018
Lawyer Ethics & Credit Cards
Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts  
Program Description
Use of credit cards for virtually every expense, large and small, has become commonplace, to the point where many lawyers now accept credit cards from clients.  Credit cards may be used for fees, expenses, retainers or for other purposes.  This concession to the larger reality of the market, however, raises many ethical questions.  Can lawyers pass on credit card processing fees (which can be substantial on larger invoices) to clients?  What happens if a client’s credit card company charges back fees?  How does a lawyer maintain confidentiality when he or she has a dispute with a credit card company – or the client has a dispute with the credit card company?  These and many issues arise when lawyers accept credit cards from clients. This program will provide you with a guide to ethical issues when credit cards are accepted and used in law practice.  
- Ethical issues when clients use credit cards to pay attorneys’ fees, costs, and retainers
- Passing on credit card processing fees to clients – and related Truth-in-Lending issues and tax penalties
- Ethical issues when credit card companies chargeback funds paid to a lawyer or from a trust account
- Confidentiality when a client has a dispute with his credit card company – duties to client v. contract with credit card company
- Use of credit cards to fund a retainer and related trust fund accounting issues – trust funds v. operating funds
- Creditor claims against trust fund accounts
- Leftover client funds and proper trust fund accounting
Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.
Course materials are provided in PDF format to all audio webcast participants.
- Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM
- A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to
- Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free download here:
- Adobe Flash Player v. 11.X or higher (Free download here:
- Tablets and iOS devices will need a web browser and a high speed wi-fi connection.
- You will also need a sound card and speakers, and a current web browser
You will receive a confirmation and instructions to listen to the audio-webcast via email upon registration.
Each Audio Webcast has been submitted for 1 (or 2) General CLE Credit(s). Courses with an Ethics Component have been submitted for Ethics Credits accordingly.
How to Register:
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.

Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Location Information
Webcasts - live from your computer

Denver, CO
Get directions
Registration Fees
Non Member $89.00
CBA Member $59.00
CLE ELITE Pass Holders $0.00
  • General Credits: 1.00
  • Ethics Credits: 1.00
Start Date - End Date
March 23, 2018
Start Time - End Time
11:00 AM - 12:00 PM
Event Location
Webcasts - live from your computer
PDF Brochure
Calendar Reminder


Sponsor Information

Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts