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Fee Agreement Workshop: Supreme Court Rules and Ethical Recommendations 2022

Product ID: CA3339R7
Presented By: State Bar of Wisconsin PINNACLE

Please note:

  • On July 15, 2022, the Office of Lawyer Regulation (OLR), by its Director, Timothy Samuelson, and Trust Account Program Administrator, Travis J. Stieren, filed a rule petition asking the court to amend Supreme Court Rule (SCR) 20:1.0 and 20:1.15 to permit electronic transactions in lawyer trust accounts. The Supreme Court issued an order on the petition that will be effective on July 1, 2023. To learn more, visit https://www.wicourts.gov/sc/rulhear/DisplayDocument.pdf?content=pdf&seqNo=634082

Produced by the Solo, Small Firm & General Practice Section of the State Bar of Wisconsin in partnership with State Bar of Wisconsin PINNACLE®

Skills to collect the bills

Have you inherited your fee agreements from another lawyer or firm? Or maybe you’ve been recycling the same fee agreement language for many years. Beware — some older fee agreements contain provisions that are prohibited by ethical rules. Do you know if the fee agreements you provide to clients are ethically sound? If you aren’t sure, it’s time to give them another look.

That’s where the Fee Agreement Workshop: Supreme Court Rules and Ethical Recommendations webcast comes in. State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck will guide you through the relevant Supreme Court Rules governing fee agreements. They’ll also provide risk management advice so you know what to avoid when drafting or revising your fee agreements.

We can agree to that

After you have a clear understanding of the relevant rules, a panel of solo and small firm attorneys will give tips on best practices for implementing new fee agreements or revising existing ones.

Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

Course manual (PDF)
Course manual (PDF) and Audio (MP3)
MP3

Pricing

Member $139.00

Non-Member $189.00

Credits

2 CLE, 2 EPR

Date and Time

Wednesday, September 21, 202211:00 AM - 12:40 PM CT

Add to Calendar 9/21/2022 11:00:00 AM 9/21/2022 12:40:00 PM America/Chicago Fee Agreement Workshop: Supreme Court Rules and Ethical Recommendations 2022

Please note:

  • On July 15, 2022, the Office of Lawyer Regulation (OLR), by its Director, Timothy Samuelson, and Trust Account Program Administrator, Travis J. Stieren, filed a rule petition asking the court to amend Supreme Court Rule (SCR) 20:1.0 and 20:1.15 to permit electronic transactions in lawyer trust accounts. The Supreme Court issued an order on the petition that will be effective on July 1, 2023. To learn more, visit https://www.wicourts.gov/sc/rulhear/DisplayDocument.pdf?content=pdf&seqNo=634082

Produced by the Solo, Small Firm & General Practice Section of the State Bar of Wisconsin in partnership with State Bar of Wisconsin PINNACLE®

Skills to collect the bills

Have you inherited your fee agreements from another lawyer or firm? Or maybe you’ve been recycling the same fee agreement language for many years. Beware — some older fee agreements contain provisions that are prohibited by ethical rules. Do you know if the fee agreements you provide to clients are ethically sound? If you aren’t sure, it’s time to give them another look.

That’s where the Fee Agreement Workshop: Supreme Court Rules and Ethical Recommendations webcast comes in. State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck will guide you through the relevant Supreme Court Rules governing fee agreements. They’ll also provide risk management advice so you know what to avoid when drafting or revising your fee agreements.

We can agree to that

After you have a clear understanding of the relevant rules, a panel of solo and small firm attorneys will give tips on best practices for implementing new fee agreements or revising existing ones.

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Product no longer for sale.

Maximum quantity must be less than or equal to 1.

Please note:

  • On July 15, 2022, the Office of Lawyer Regulation (OLR), by its Director, Timothy Samuelson, and Trust Account Program Administrator, Travis J. Stieren, filed a rule petition asking the court to amend Supreme Court Rule (SCR) 20:1.0 and 20:1.15 to permit electronic transactions in lawyer trust accounts. The Supreme Court issued an order on the petition that will be effective on July 1, 2023. To learn more, visit https://www.wicourts.gov/sc/rulhear/DisplayDocument.pdf?content=pdf&seqNo=634082

Produced by the Solo, Small Firm & General Practice Section of the State Bar of Wisconsin in partnership with State Bar of Wisconsin PINNACLE®

Skills to collect the bills

Have you inherited your fee agreements from another lawyer or firm? Or maybe you’ve been recycling the same fee agreement language for many years. Beware — some older fee agreements contain provisions that are prohibited by ethical rules. Do you know if the fee agreements you provide to clients are ethically sound? If you aren’t sure, it’s time to give them another look.

That’s where the Fee Agreement Workshop: Supreme Court Rules and Ethical Recommendations webcast comes in. State Bar of Wisconsin Ethics Counsel Aviva Meridian Kaiser and Law Practice Assistance Manager Christopher C. Shattuck will guide you through the relevant Supreme Court Rules governing fee agreements. They’ll also provide risk management advice so you know what to avoid when drafting or revising your fee agreements.

We can agree to that

After you have a clear understanding of the relevant rules, a panel of solo and small firm attorneys will give tips on best practices for implementing new fee agreements or revising existing 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 until 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 State Bar of Wisconsin member, a Wisconsin Law Fellow, an American Bar Foundation Fellow, and a frequent speaker on matters of professional ethics.

Adam Nicolet received his undergraduate degree from the University of Wisconsin – Madison and his law degree from the University of St. Thomas. He was the president of the Eau Claire County Bar Association from 2020-2021. Adam has been an attorney at Nicolet Law Office, S.C. since 2013. He works primarily out of the Eau Claire branch of the firm and handles personal injury, car accident, slip and fall, wrongful death and dog bite cases.

Alexander “Sandie” Pendleton is business lawyer and business litigator in Milwaukee. He assists businesses in their start-up phase, and represents both buyers and sellers in acquisition and merger transactions. If and when disputes arise between owners of businesses, or between buyers and sellers of businesses, he assists in the resolution of such disputes through several means, including where necessary through litigation. He has litigated complex business disputes in state and federal courts throughout Wisconsin. Mr. Pendleton is also a recognized authority on waiver-of-liability agreements and other legal issues affecting recreational-opportunity providers, and has published numerous articles in that area of the law. He is a 1987 cum laude graduate of the University of Minnesota Law School, where he was an editor of the University of Minnesota Law Review, and is a 1984 graduate of the University of Wisconsin-Madison. He can be contacted at pendleton@pendletonlegal.com, and his websites are www.PendletonLegal.com and www.ReleaseLaw.com.

Jennifer M. Schank is an attorney with Fuhrman & Dodge, S.C. where she focuses her practice on debtor/creditor rights, bankruptcy, collections, litigation and real estate matters. Her practice includes representation of individuals and businesses in a wide variety of disputes.  Jennifer has represented clients in state and federal courts in chapters 7, 11, 12 and 13, and in challenges to bankruptcy discharge, fraudulent transfers, and various adversary proceedings.  Jennifer received her B.S. from the University of Wisconsin – Eau Claire and her J.D. from the University of Wisconsin. 

Christopher C. Shattuck has been the Law Practice Assistance Manager for the State Bar of Wisconsin since 2017. 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. 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.

  • Understand what should (and what shouldn’t) be included in your fee agreements
  • Know how to create fee agreements that comply with Supreme Court Rules
  • Expand your fee agreement options by offering different types of agreements
  • Know how to manage risk when drafting fee agreements
  • Solo, Small Firm & General Practice Section Members
  • General practitioners
  • New attorneys
  • Any attorneys seeking advice on fee agreements

Solo, Small Firm & General Practice Section members can attend the webcasts of this program for free!*

Solo, Small Firm & General Practice Section members pay $0 tuition for the live webcast and webcast replays of this program. Discount does not apply to CLE OnDemand. Not a Section member? Join now to save on tuition to the live webcast, and get access to the section e-lists, newsletters and a variety of other resources!

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