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Ethical Requirements for Processing ACH, Wire Transfers & Credit Card Payments 2023

Product ID: CA3501R2
Presented By: State Bar of Wisconsin PINNACLE

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Credit where credit is due

From debit cards to mobile apps to electronic bank transfers, consumers today are accustomed to using a variety of convenient payment methods. Your clients will expect the same hassle-free options when it’s time to pay their fees. But lawyers accepting credit cards, wire transfers, and ACH transactions must be mindful of the applicable Rules of Professional Responsibility — including rules effective July 1, 2023 that simplify the process for accepting electronic payments. 

Join State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck to learn everything you need to know about these payment options.

Read More ↓

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Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE, 1 EPR

Date and Time

Tuesday, May 30, 202312:00 PM - 12:50 PM CT

Add to Calendar 5/30/2023 12:00:00 PM 5/30/2023 12:50:00 PM America/Chicago Ethical Requirements for Processing ACH, Wire Transfers & Credit Card Payments 2023 <

Credit where credit is due

From debit cards to mobile apps to electronic bank transfers, consumers today are accustomed to using a variety of convenient payment methods. Your clients will expect the same hassle-free options when it’s time to pay their fees. But lawyers accepting credit cards, wire transfers, and ACH transactions must be mindful of the applicable Rules of Professional Responsibility — including rules effective July 1, 2023 that simplify the process for accepting electronic payments. 

Join State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck to learn everything you need to know about these payment options.

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Credit where credit is due

From debit cards to mobile apps to electronic bank transfers, consumers today are accustomed to using a variety of convenient payment methods. Your clients will expect the same hassle-free options when it’s time to pay their fees. But lawyers accepting credit cards, wire transfers, and ACH transactions must be mindful of the applicable Rules of Professional Responsibility — including rules effective July 1, 2023 that simplify the process for accepting electronic payments. 

Join State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck to learn everything you need to know about these payment options.

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.

  • Offer your clients easier, more convenient ways to pay without sacrificing your professional responsibilities
  • Confidently accept payments via ACH, wire transfers, and credit cards
  • Understand updates to the Wisconsin Supreme Court rules for accepting 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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