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Browse All > CLE Seminars

Fee Agreements, Credit Card Payments, and Trust Account Obligations 2023

Product ID: CA3499D
Presented By: State Bar of Wisconsin PINNACLE

It pays to adhere to ethics rules

With the widespread availability of payment methods like banking apps, contactless credit cards, and auto pay, today’s consumers expect convenient payment options. Your clients are no exception. If you plan to or currently accept these types of payments, make sure you understand transaction fees, processing options, and how Supreme Court Rule changes in effect July 1, 2023 affect your duties regarding trust accounts.  

At Fee Agreements, Credit Card Payments & Trust Account Obligations 2023, the State Bar’s Law Practice Assistance Manager, Ethics Counsel, and the Administrator of the Office of Lawyer Regulation (OLR) Trust Account Program will explain how you can collect payment from clients without breaking the rules.

Attorneys of all experience levels will benefit from understanding: 

  • Newly amended Supreme Court Rules on e-banking and trust accounts
  • The ins and outs of various types of fee agreements
  • The difference between fees and costs
  • Ethical obligations related to electronic payments
  • Appropriate payment processing protocols
  • Options for accepting credit card payments
Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $249.00

Non-Member $329.00

Credits

3.5 CLE

Upon purchase, this OnDemand program is available to view for 90 days.

CLE Credits are available only if viewed prior to 12/31/2024.

EPR credit is not available for OnDemand programs.

Quantity:
Maximum quantity must be less than or equal to 1.

It pays to adhere to ethics rules

With the widespread availability of payment methods like banking apps, contactless credit cards, and auto pay, today’s consumers expect convenient payment options. Your clients are no exception. If you plan to or currently accept these types of payments, make sure you understand transaction fees, processing options, and how Supreme Court Rule changes in effect July 1, 2023 affect your duties regarding trust accounts.  

At Fee Agreements, Credit Card Payments & Trust Account Obligations 2023, the State Bar’s Law Practice Assistance Manager, Ethics Counsel, and the Administrator of the Office of Lawyer Regulation (OLR) Trust Account Program will explain how you can collect payment from clients without breaking the rules.

Attorneys of all experience levels will benefit from understanding: 

  • Newly amended Supreme Court Rules on e-banking and trust accounts
  • The ins and outs of various types of fee agreements
  • The difference between fees and costs
  • Ethical obligations related to electronic payments
  • Appropriate payment processing protocols
  • Options for accepting credit card payments
Read More ↓

Timothy J. Pierce
State Bar of Wisconsin
Madison

Christopher C. Shattuck
State Bar of Wisconsin
Madison

Travis J. Stieren
Office of Lawyer Regulation
Madison

8:30 a.m. : Identifying Fee Agreements and Related Attorney Trust Account Obligations

  • Difference between Fees and Costs
  • Advanced, Hourly & Flat Fees
  • Contingent Fee
  • Retainer
  • Referral Fees
  • Nonrefundable Retainers & Advanced Fees

10:00 a.m. : Break

10:20 a.m. : Accepting Credit Card Payments

  • E-banking: Modernizing Trust Account Rules & Amended Rule Changes Effective July 1, 2023
  • Options for Accepting Credit Card Payments
  • Fees and Surcharges on Legal Fees and Costs (convenience fees, surcharges, Circuit Court eFiling, payment of a settlement or any other type of payment owed to the client).
  • Proper Processing Protocols

11:45 a.m. : Program Concludes

 

  • Improve your understanding of fee agreements
  • Accept credit card payments with confidence
  • Learn about recent amendments to trust account rules on e-banking
  • Comply with ethics rules on fee agreements and electronic payments
  • 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.  

Timothy J. Pierce
State Bar of Wisconsin
Madison

Christopher C. Shattuck
State Bar of Wisconsin
Madison

Travis J. Stieren
Office of Lawyer Regulation
Madison

8:30 a.m. : Identifying Fee Agreements and Related Attorney Trust Account Obligations

  • Difference between Fees and Costs
  • Advanced, Hourly & Flat Fees
  • Contingent Fee
  • Retainer
  • Referral Fees
  • Nonrefundable Retainers & Advanced Fees

10:00 a.m. : Break

10:20 a.m. : Accepting Credit Card Payments

  • E-banking: Modernizing Trust Account Rules & Amended Rule Changes Effective July 1, 2023
  • Options for Accepting Credit Card Payments
  • Fees and Surcharges on Legal Fees and Costs (convenience fees, surcharges, Circuit Court eFiling, payment of a settlement or any other type of payment owed to the client).
  • Proper Processing Protocols

11:45 a.m. : Program Concludes

 

  • Improve your understanding of fee agreements
  • Accept credit card payments with confidence
  • Learn about recent amendments to trust account rules on e-banking
  • Comply with ethics rules on fee agreements and electronic payments
  • 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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