Handling Advaced Fees 2026

  • Webcast seminar
  • Attorney Regulation
  • New Lawyer
Up to 1.5 Credit Hours
Handling Advaced Fees 2026

A refresher on the rules that have changed how you handle advanced fees

The 2023 amendments significantly changed how Wisconsin lawyers handle advanced payment of fees, and the details are worth revisiting. Handling Advanced Fees Under the 2023 Trust Account Rule Amendments provides the updates you need to stay current and compliant. We define what qualifies as an advanced fee under Supreme Court Rule (SCR) 20:1.0(ag), address the elimination of SCR 20:1.15(f)(2)(c), and cover the alternative protection for advanced fees found in SCR 20:1.5(g) and (h).

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  • Determine whether a payment is an advanced fee under SCR 20:1.0(ag)
  • Understand what the elimination of SCR 20:1.15(f)(2)(c) changed for your practice
  • Evaluate whether the alternative protection under SCR 20:1.5(g) fits your practice, and apply the withdrawal requirements of SCR 20:1.5(h) correctly
  • All lawyers
  • Paralegals
  • Legal administrators
  • Law office staff

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