Settling accounts and retained funds.
Continuing duties to avoid conflicts of interest.
Protecting and returning client information.
Advising clients of consequences resulting from outcomes.
Proper storage or shredding of files and trust account records.
By following these ethical steps and best practices, you can ensure a proper and professional closure to the case while protecting your clients' interests.
Title:
Closing the Case & the File: Ethical Steps & Best Practices for You, Your Firm, and Your Client
Date+Time:
August 23, 2023
1pm PT
2pm MT
3pm CT
4pm ET
By:
LawPay
Speaker:
Claude Ducloux, LawPay's director of education, ethics and compliance, has nearly four decades of experience practicing law. Claude has earned many professional honors for his dedication to educating attorneys, including the Gene Cavin Award for Lifetime Achievement in Teaching Continuing Education.
Credit:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, , Indiana , Iowa, Kansas, , Kentuck, Louisiana, Maine, Maryland, Minnesota, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee. You may be able to self-apply in some other states.
LawPay
Speaker:
Claude Ducloux, LawPay's director of education, ethics and compliance, has nearly four decades of experience practicing law. Claude has earned many professional honors for his dedication to educating attorneys, including the Gene Cavin Award for Lifetime Achievement in Teaching Continuing Education.
Credit:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, , Indiana , Iowa, Kansas, , Kentuck, Louisiana, Maine, Maryland, Minnesota, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee. You may be able to self-apply in some other states.
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