Trust Account Basics Out of Stock
Small Firms, Big Success: A business-focused series for client-focused lawyers
Quantity
May 2013
Trust Account Basics
Program Description:
This seminar provides an overview of how a lawyer should and should not use a trust account. It includes basic examples of everyday practices and problems, and some bookkeeping practices are also covered.
Presented by Jamie Sudler, Esq., Chief Deputy Regulation Counsel, Colorado Supreme Court Office of Attorney Regulation Counsel
About the Faculty:
Jamie Sudler, Esq., has worked in the Office of Attorney Regulation Counsel since 1992. He is currently Chief Deputy Regulation Counsel in charge of the Litigation Division of that office.
He was licensed to practice law in 1977. Early in his career, he worked as a Deputy District Attorney in Denver. He also was an associate in the firm of Rothgerber, Appel & Powers. He later was in the Special Prosecutions Unit of the Colorado Attorney General's Office.
Jamie designed and developed Trust Account School, which is offered four times a year to Colorado attorneys and office administrators. This half-day course helps lawyers understand and avoid trust account problems that arise in everyday practice.
Jamie has taught at the Colorado Supreme Court Ethics School on many occasions, and he regularly lectures to lawyers about various issues, including conflicts, confidentiality, trust accounts, fees and fee agreements. He has also taught at the University of Denver.
He recently completed a 26-day trial in Phoenix, Arizona, in which his office was appointed to investigate and, if necessary prosecute, the former Maricopa County Attorney and two of his deputies for ethical violations over a period of years.
Agenda:
11:30am
Registration
12:00pm
Trust Account Basics
- Overview
- Examples of Everyday Practices and Problems
- Bookkeeping Practices
- Bring Your Questions!
1:00pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits