Ethics and Client Money: Trust Funds, Expenses, Setoffs & More - Audio Webcast
- Traps in trust fund accounting and the risks of “set-offs” of disputed amounts
- Disclosure and documentation of trust accounting of client money
- Retainers – use, accounting, and regular communications
- Accepting credit card payments from clients – pass-through processing fees, Truth-in-Lending, disclosure and confidentiality
- Confidentiality when a client has a dispute with his credit card company – ethical tension of client duties and contractual obligations
- Use of credit cards to fund a retainer and related trust fund accounting issues – trust funds v. operating funds
Faculty: Thomas E. Spahn, McGuireWoods LLP, McLean, VA
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CLE Elite Pass Holder | $0.00 |
- General Credits: 1.00
- Ethics Credits: 1.00
- EDI Credits:
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