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.