About the Program
On April 12, 2007 the Wisconsin Supreme Court voted to adopt
amendments to the trust account rule proposed by the Office of Lawyer
Regulation and the State Bar of Wisconsin. The new rules will take
effect on July 1, 2007. Attend Fees, Fee Agreements and
Trust Accounts under the New Rules of Professional Conduct
to quickly get guidance on the new amendments key
issues, including:
- Definition overview - what “retainer” now means
- Credit Card Trust Accounts
- Telephone Transfers
- Fees and your general business account
- Timing Requirements for the Refund Process
Learn how the trust account amendments will affect you and how you
currently handle your trust accounts. Make sure you understand the
requirements of SCR 20:1.15. Register today for Fees, Fee
Agreements and Trust Accounts under the New Rules of Professional
Conduct.
Join us in acknowledging the Trust Account Working Group for this
State Bar of Wisconsin CLE seminar. Through their generous contributions
of time, talent, and energy, these volunteers put this quality program
together. We appreciate
their efforts in elevating the profession and improving your Bar membership.
Purchasing an on-demand education event means that you agree to the terms of use. Only the purchaser will have access to the on-demand education event and credits. On-demand education cannot be used to obtain ethics and professional responsibility credits. After the purchase the customer will get immediate access to the event via myStateBar for 90 days.
