2021 Trust Account Rules & Best Practices

Course Description

Archive : 2021 Trust Account Rules & Best Practices Digital Download
Salepage : 2021 Trust Account Rules & Best Practices
Delivery : Online With Any Device

This updated program will provide attendees with a clear understanding of the trust account rules, address how to determine what goes in the trust account, review recent disciplinary cases, give guidance on how to keep client trust account records, provide resources on how to do a self-audit to check for compliance in your office, how to accept credit cards, how to handle flat fees, and more.

Speaker:-¯Melinda J. Bentley, Legal Ethics Counsel, Jefferson City

Melinda J. Bentley serves as Legal Ethics Counsel, and she provides oral and written informal advisory opinions to attorneys on issues related to the Missouri Rules of Professional Conduct.   In that position, she also serves as administrator and counsel to the Advisory Committee of the Supreme Court of Missouri. She began serving in that position in 2012. Prior to that she worked for the Illinois State Bar Association. She is a frequent speaker and author on professional responsibility matters. Ms. Bentley currently serves as a member of the American Bar Association Standing Committee on Ethics and Professional Responsibility. She also currently serves on the Planning Committee for The Missouri Bar Solo and Small Firm Conference, and is a member of The Missouri Bar, Illinois State Bar Association, American Bar Association, National Organization of Bar Counsel, Bar   Association of Metropolitan St. Louis, and Cole County Bar Association. She was a board member and officer of the National Organization of Bar Counsel from 2015-2020, including a term as President from 2018-2019, and formerly served as a member (2015-2016) and Chair (2016-2018) of the Editorial Board of the ABA/BNA Lawyers’ Manual on   Professional Conduct.