This event is currently being hosted on a separate registration page. Click here to be redirected to the appropriate page.
Event Information
Live Webcast: March 2021 LEAPP Trust Account School
March 25, 2021
Credits
N/A
MCLE: 4.50
Ethics: 4.50
Pricing
Dates
Thursday, March 25, 2021Time
9:00 AM - 3:00 PMRegistration Deadline
Friday, March 26, 2021
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 (4.5 hour) program 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.
4.50 MCLE; 4.50 LEPR Credit hours
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
| Price Description | Amount |
|---|
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
| Beth Richardson | Robinson Gray Stepp & Laffitte, LLC | - |
| John Nichols | Bluestein Thompson Sullivan LLC | - |
Policy
Continuing Education
Agenda
Program led by: John S. Nichols, Supreme Court Office of Disciplinary Counsel
Beth B. Richardson, Robinson Gray Stepp & Laffitte, LLC
9:00 a.m. Trust Account Rules
Rule 1.15, RPC - Trust Accounting
Rule 412, SCACR - IOLTA
10:30 a.m. Break
10:45 a.m. Trust Account Rules (cont.)
Rule 417, SCACR - Recordkeeping
11:30 a.m. The Reconciliation Process
Reviewing Bank Statements
Reconciliation Reports
12:00 p.m. Lunch
1:00 p.m. The Reconciliation Process (cont.)
Identifying Trust Account Errors
1:45 p.m. Avoiding Discipline
Overdrafts & NSF Items
Liens & Other Disbursement Issues
2:15 p.m. Break
2:30 p.m. Avoiding Discipline
Avoiding Scams
Detecting Misappropriation
3:00 p.m. Adjourn