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Event Information

Live Webcast: LEAPP Trust Account School-September

September 30, 2020


The Legal Ethics and Practice Program (LEAPP) is a collaborative effort between the Office of Disciplinary Counsel to the Supreme Court of South Carolina and the Professional Responsibility Committee and CLE Division of the South Carolina Bar.  LEAPP is a four-part program that is held multiple times each year. 
LEAPP is a comprehensive exploration of the fundamentals of legal ethics designed for lawyers and other legal professionals at any career stage. The faculty includes knowledgeable and experienced members of the Bar who deal with various aspects of lawyer discipline cases and matters involving ethics, professionalism, and legal malpractice.
 
LEAPP Trust Account School is a half-day session (5.25 hours) covering mandatory accounting and recordkeeping requirements for client trust accounts.  Participants and faculty discuss tools, techniques, and law office policies that can help the practitioner effectively avoid mistakes, misappropriation, and discipline. At the end of the program, participants have the opportunity to work through a monthly trust account reconciliation to test their knowledge.  

The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.

Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees. The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.

Registration Fees

CLE Big Ticket
$0.00
Member Registration
$180.00
Non-Member Registration
$180.00
SC Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking At
Barbara Seymour
Clawson & Staubes, LLC  -
Sabrina Todd
S.C. Attorney General's Office  -

Policy

Continuing Education

Agenda

Led by Barbara M. Seymour, Clawson & Staubes
Sabrina Todd, Senior Assistant Disciplinary Counsel to the Supreme Court of South Carolina
 
 
10:00 a.m.
Trust Account Management
Rule 1.15, RPC - Trust Accounting
Rule 417, SCACR - Recordkeeping
 
12:15 p.m.
 Lunch Break
 
1:15 p.m. 
Avoiding Discipline
Overdrafts & NSF Items
Liens & Other Disbursement Issues
Avoiding Scams
Detecting Misappropriation
 
3:15 p.m. 
Break
 
3:30 p.m. 
The Reconciliation Process
Reviewing Bank Statements
Reconciliation Reports
Identifying Errors
 
4:30 p.m.  
Adjourn
071858