Serving the Moderate Income Client
October 2012
Serving the Moderate Income Client
About the Colorado Bar Association:
The mission of the Colorado Bar Association is to improve the quality of its members' legal practice, to support and improve the justice system, and to support the community through voluntary and educational endeavors.
Approximately 18,000 or 73% of active Colorado attorneys are members of the Colorado Bar Association. The Colorado Bar Association is a voluntary bar. 32 states have a unified or mandatory bar, which means attorneys must belong to the bar in order to practice law in the state. Colorado is one of the few voluntary states, where attorneys do not need to belong to practice law. The CBA works for the common interests of attorneys and judges and is a non-profit organization. Our priorities include assisting members in improving practice quality, economics and efficiency; supporting and improving the justice system; and enhancing public confidence in the legal profession.
The Bar provides opportunities for continuing education, volunteering and networking for those in the legal profession while upholding the standards of the bar. Likewise, the Bar works to secure efficient administration of justice, encourage the adoption of proper legislation and perpetuate the history of the profession and the memory of its members.
For more information or to join the Colorado Bar Association go to http://www.cobar.org/
AGENDA:
8:30am -- 9:00am
Registration and Continental Breakfast
9:00am 9:15am
How the Moderate Income Client Fits Into a Legal Practice
- Who is the modest income client?
- Is this for me?
- Pros and cons
- Local bar and court resources
Presented by James R. Garts,III, Esq., Gutterman Griffiths PC, Littleton, CO
9:15am 9:45am
Client Contact
- Screening clients (financial, legal issues, etc.)
- Setting and managing client expectations
- Fee agreements
Presented by Sharon E. Mohr, Esq., Elder Justice Colorado, Greenwood Village, CO
9:45am 10:30am
Competency
- Resources to attain competency in area of law
- Quality of legal services
- Managing malpractice exposure
- Mentoring
- Rules of Professional Conduct, ethics opinions and hotline
- Resources
Presented by Chris Radeff, Esq., Pelegrin & Radeff PC , Lakewood, CO
10:30am 10:45am
Networking Break
10:45am 11:30pm
Limited Scope Representation
- Rules
- Ethical considerations
- Forms
Presented by Adam Espinosa, Esq., Colorado Supreme Court, Office of Attorney Regulation, Denver, CO
11:30am - 12:30pm
Developing a Business Plan
- Setting fee
- Alternative billing
- Retainers
- Credit cards rules, etc.
- Collecting fees
- Part of business plan
- COLTAF
Presented by Brenda M. Clarke, CPA/ABV/CVA CFF, Seigneur Gustafson LLP, Lakewood, CO and Margaret B. Funk, Esq., Colorado Supreme Court, Office of Attorney Regulation, Denver, CO
12:30pm 1:00pm
Panel Discussion
- Best practices
- Lessons learned
- Getting clients
- How not to get labeled a “free” lawyer
Presented by:
David W. Foley, Esq., Law Office of David W Foley, Colorado Springs, CO
James R. Garts,III, Esq., Gutterman Griffiths PC, Littleton, CO
Lynn L. Olney, Esq., Law Offices of Lynn L Olney, Colorado Springs, CO
Chris Radeff, Esq., Pelegrin & Radeff PC , Lakewood, CO
1:00pm
Adjourn
FACULTY
Brenda M. Clarke, CPA/ABV/CVA CFF
Seigneur Gustafson LLP
Lakewood, CO
Adam J. Espinosa
Colorado Supreme Court
Office of Attorney Regulation
Denver, CO
David W. Foley, Esq.
Law Office of David W Foley
Colorado Springs, CO
Margaret B. Funk, Esq.
Colorado Supreme Court
Office of Attorney Regulation
Denver, CO
James R. Garts,III, Esq.
Gutterman Griffiths PC
Littleton, CO
Sharon E. Mohr, Esq.
Elder Justice Colorado
Greenwood Village, CO
Lynn L. Olney, Esq.
Law Offices of Lynn L Olney
Colorado Springs, CO
Chris Radeff, Esq.
Pelegrin & Radeff PC
Lakewood, CO
Video Replays: November 9, 2012:
Denver: CLE Classroom, 1900 Grand Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $59.00 |
| CBA | $59.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 5.00
- Ethics Credits: 1.80
- EDI Credits:
To join the CBA or add a Section to your membership click