This program will discuss attorney obligations when holding funds belonging to others, commonly referred to as escrow or special account funds. The program will address the obligations of attorneys whose state laws track ABA Model Rule 1.15 as well as variations between that Model Rule and the rules in some states that differ in material respect. Finally, the program will discuss issues regarding the disbursement of escrow funds from a bank account that implicate Article 4 of the UCC and Federal Reserve Regulation CC – when is it safe to disburse funds recently received and avoidance of outright counterfeit check scams.
This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...
This ethics program examines common, but often avoidable, professional responsibility mistakes that ...
This program explores listening as a foundational yet under-taught lawyering skill that directly imp...
Attorneys are judged every time they speak—in client meetings, depositions, hearings, negotiat...
This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...
Boundaries and Burnout: The Hidden Crisis in Law is a 60-minute California MCLE Competence Credit pr...
This course clarifies the distinction between profit and cash flow from a legal perspective. Attorne...
Attorneys hopefully recognize that, like many other professionals, their lives are filled to the bri...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
Review the basic software concepts and effective uses of generative AI, prompting strategies, and me...