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Fee Agreements, Credit Card Payments, and Trust Account Obligations 2020

Product ID: CA3069W
Presented By: State Bar of Wisconsin PINNACLE

Process how to accept credit cards

Consumers today expect the convenience of multiple payment options.1 To accommodate clients’ expectations, more and more firms are accepting electronic and credit card payments. However, this does make things a tad more complicated for your practice. Before you start “swiping,” make sure you understand transaction fees, processing options, and your duties regarding credit card trust accounts.

The ethics of payment

In Fee Agreements, Credit Card Payments, and Trust Account Obligations, 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 to collect payment from clients without breaking the rules.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Pricing

Member $229.00

Non-Member $309.00

Credits

4 CLE, 4 EPR

Date and Time

Wednesday, August 05, 20208:30 AM - 12:05 PM CT

Add to Calendar 8/5/2020 8:30:00 AM 8/5/2020 12:05:00 PM America/Chicago Fee Agreements, Credit Card Payments, and Trust Account Obligations 2020

Process how to accept credit cards

Consumers today expect the convenience of multiple payment options.1 To accommodate clients’ expectations, more and more firms are accepting electronic and credit card payments. However, this does make things a tad more complicated for your practice. Before you start “swiping,” make sure you understand transaction fees, processing options, and your duties regarding credit card trust accounts.

The ethics of payment

In Fee Agreements, Credit Card Payments, and Trust Account Obligations, 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 to collect payment from clients without breaking the rules.

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Process how to accept credit cards

Consumers today expect the convenience of multiple payment options.1 To accommodate clients’ expectations, more and more firms are accepting electronic and credit card payments. However, this does make things a tad more complicated for your practice. Before you start “swiping,” make sure you understand transaction fees, processing options, and your duties regarding credit card trust accounts.

The ethics of payment

In Fee Agreements, Credit Card Payments, and Trust Account Obligations, 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 to collect payment from clients without breaking the rules.

Read More ↓

Sponsored By

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

10:10 a.m. : Break

10:25 a.m. : Accepting Credit Card Payments

  • E-banking: Modernizing Trust Account Rules
  • Trust Account 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

12:05 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • Improve your understanding of fee agreements
  • Know how to ethically accept credit card payments
  • Learn modernized trust account rules related to e-banking
  • Confidently agree to and accept payment from your clients
  • All lawyers
  • Paralegals/Legal assistants

Book Sale – Save 20%

Wisconsin Ethics Opinions

Save 20% on Wisconsin Ethics Opinions.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Find combined guidance in one single resource: nonbinding ethics opinions written by the State Bar’s Standing Committee on Professional Ethics and the complete text of Supreme Court Rule Ch. 20.

Use discount code CA3069 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

Did you miss part one in our trust accounting series?

Get a refresher on your obligations at Lawyer Trust and Fiduciary Account Basics. You’ll review situations when you need a trust or fiduciary account, how to open an account, as well as the rules, guidelines, and recordkeeping requirements.

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