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Fee Agreement Workshop: Supreme Court Rules & Recommendations 2023

Product ID: CA3502R6
Presented By: State Bar of Wisconsin PINNACLE

Advice you can agree with

When is the last time you updated your fee agreements? Maybe you inherited them from another lawyer or firm, or maybe you’ve been recycling the same fee agreement language for years. But using outdated fee agreements may be more than unfashionable – some older fee provisions may be ethically prohibited. And with new trust account rules effective July 1, 2023, now is a good time to revisit your fee agreements to ensure you’re in compliance with your professional responsibilities.

At Fee Agreement Workshop: Supreme Court Rules & Recommendations 2023, State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck will go over the Supreme Court Rules on fee agreements and offer guidance on avoiding common mistakes that might land you in hot water. They’ll also go over common provisions in a variety of fee agreements and explain best practices for updating existing agreements or implementing new ones.

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Select a Format

OnDemand seminar

Pricing

Member $139.00

Non-Member $189.00

Credits

2 CLE, 2 EPR

Date and Time

Monday, July 17, 202311:00 AM - 12:40 PM CT

Add to Calendar 7/17/2023 11:00:00 AM 7/17/2023 12:40:00 PM America/Chicago Fee Agreement Workshop: Supreme Court Rules & Recommendations 2023

Advice you can agree with

When is the last time you updated your fee agreements? Maybe you inherited them from another lawyer or firm, or maybe you’ve been recycling the same fee agreement language for years. But using outdated fee agreements may be more than unfashionable – some older fee provisions may be ethically prohibited. And with new trust account rules effective July 1, 2023, now is a good time to revisit your fee agreements to ensure you’re in compliance with your professional responsibilities.

At Fee Agreement Workshop: Supreme Court Rules & Recommendations 2023, State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck will go over the Supreme Court Rules on fee agreements and offer guidance on avoiding common mistakes that might land you in hot water. They’ll also go over common provisions in a variety of fee agreements and explain best practices for updating existing agreements or implementing new ones.

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Advice you can agree with

When is the last time you updated your fee agreements? Maybe you inherited them from another lawyer or firm, or maybe you’ve been recycling the same fee agreement language for years. But using outdated fee agreements may be more than unfashionable – some older fee provisions may be ethically prohibited. And with new trust account rules effective July 1, 2023, now is a good time to revisit your fee agreements to ensure you’re in compliance with your professional responsibilities.

At Fee Agreement Workshop: Supreme Court Rules & Recommendations 2023, State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck will go over the Supreme Court Rules on fee agreements and offer guidance on avoiding common mistakes that might land you in hot water. They’ll also go over common provisions in a variety of fee agreements and explain best practices for updating existing agreements or implementing new ones.

Read More ↓

Aviva Meridian Kaiser is Ethics Counsel at the State Bar of Wisconsin. Prior to joining the State Bar in 2013, she taught at the University of Wisconsin Law School for 25 years. She taught Professional Responsibilities, Ethical and Professional Considerations in Writing, Problem Solving, and Risk Management. From 1992 to 2002, she was the Director of the Legal Research and Writing Program. Aviva received her B.A. in Chinese from the University of Pittsburgh and her J.D. from the State University of New York at Buffalo Law School. She clerked for the Honorable Louis B. Garippo in People v. John Wayne Gacy and clerked for the Honorable Maurice Perlin in the Illinois Appellate Court. She practiced law in Chicago before beginning her full-time teaching career at IIT Chicago/Kent College of Law. Aviva is a member of the State Bar of Wisconsin, a Wisconsin Law Fellow, an American Bar Foundation Fellow, and a frequent speaker on matters of professional ethics.

Christopher C. Shattuck has been the Law Practice Assistance Manager for the State Bar of Wisconsin since 2017. Mr. Shattuck previously managed a department and litigated cases at a creditors’ rights firm in Milwaukee. In addition to providing confidential law practice consultations, he frequently writes and speaks on law practice management topics. He received his undergraduate and Master of Business Administration degrees from the University of Wisconsin — Oshkosh and his law degree from the University of La Verne College of Law in southern California.

  • Understand what should (and what shouldn’t) be included in your fee agreements
  • Ensure your fee agreements comply with Supreme Court Rules
  • Expand your fee agreement options by offering different types of agreements
  • Manage risk and avoid common mistakes in drafting fee agreements
  • All lawyers
  • Paralegals/legal assistants

Ensure your trust account practices are sound. Changes effective July 1, 2023 to Wisconsin Supreme Court Rules regarding lawyer trust accounts allow for electronic transactions within certain guidelines. Understand the amendments and review the general requirements for trust accounts, fee agreements, credit card payments, and more at these helpful programs.

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