On Jan. 5, 2007, the Wisconsin Supreme Court issued order
04-07 formally adopting changes to Chapter 20, the Rules of Professional Conduct for Attorneys, effective July 1, 2007.
Trust account rules/sample forms
Sample forms
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Optional Notice When Advanced Fee is Exhausted - Lawyer Continues Representation on Hourly Basis,
Wisconsin Lawyer, July 2007
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Sample End of Representation Letter – Hourly Billing and SCR 20:1.15(b)(4m) Alternative Used
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Sample End of Representation Letter – Fully Earned Flat Fee and SCR 20:1.15(b)(4m) Alternative Used
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Sample End of Representation Letter - Representation Not Completed; Return of Unearned Portion of Flat Fee - SCR 20:1.15(b)(4m) Alternative Protection
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Sample Fee Agreement - Advanced Hourly Fees Not Held in Trust Pursuant to SCR 20:1.15(b)(4m),
Wisconsin Lawyer, June 2007
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Sample Fee Agreement - Hourly Fees Held in Trust with Five-day Rule Alternative,
Wisconsin Lawyer, June 2007
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Sample Flat Fee Agreement Under New Rule - Fees Not Held in Trust Account Pursuant to SCR 20:1.15(b)(4m) Alternative
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Sample Short Flat Fee Agreement Under New Rule - Fees Held in Trust Account with 20:1.15(g)(1m) Notice
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Sample Letter at Conclusion of Representation - Fully Earned Flat Fee,
Wisconsin Lawyer, July 2007
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Sample Letter at Conclusion of Representation - Return of Unearned Portion of Flat Fee,
Wisconsin Lawyer, July 2007
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Sample Letter at Conclusion of Representation - Hourly Billing,
Wisconsin Lawyer, July 2007
Related articles
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Ethics Opinion E-07-01: Contact with Current and Former Constituents of a Represented Organization
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New Rules Clarify Lawyers' Duty to Report Professional Misconduct,
Wisconsin Lawyer, May 2007
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New Rules Detail Required Info in Client Engagement Letters,
Wisconsin Lawyer, April 2007
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New Rules of Conduct for Limiting Representation,
Wisconsin Lawyer, March 2007
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Overview of new Rules of Professional Conduct (SCR Chapter 20),
Wisconsin Lawyer, February 2007
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Advising on Lawful Investigations,
Wisconsin Lawyer, December 2006
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Assessing Client Competence,
Wisconsin Lawyer, November 2006
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Screen Transferring Lawyers for Conflicts,
Wisconsin Lawyer, August 2006
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Dual Practice: Combining the Practice of Law with Other Occupations,
Wisconsin Lawyer, April 2006
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Other ethics-related articles
Related Links