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Event Information

LEAPP: Trust Account School

September 28, 2022


Credits

N/A

MCLE: 5.50

Ethics: 5.50



Pricing
CLE Big Ticket
$0.00
Member Registration
$225.00
Non Member Registration
$225.00
SC Bar Certified Paralegal
$125.00


Dates
Wednesday, September 28, 2022

Time
9:00 AM - 3:00 PM



Registration Deadline
Wednesday, September 28, 2022

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 (5.5 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.  

This seminar is a basic to intermediate level program.

 

This program qualifies for 5.5 MCLE; 5.5 LEPR

SC Supreme Commission on CLE Course #229838


 


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
$225.00
Non Member Registration
$225.00
SC Bar Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking 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- John S. Nichols

Rule 1.15, RPC – Safekeeping Property

Rule 1.16, RPC - Declining or Terminating Representation

Rule 412, SCACR – IOLTA

 

10:30 a.m. Break

10:45 a.m. Rules 1.15 and 1.16, RPC Wrap Up

 

11:00 a.m. Rule 417 Recording Keeping- Beth B. Richardson

 

11:45 a.m. Lunch (Included)

 

12:00 p.m. Working Lunch - Rules Quiz



12:45 p.m. Rules Quiz Review- John S. Nichols and Beth B. Richardson

 

1:45 p.m. Three-Way Reconciliation Exercise- Beth B. Richardson

 

2:15 p.m. Avoiding Scams and Detecting Misappropriation in the Modern Age

 

2:45 p.m. Q. and A.- John S. Nichols and Beth B. Richardson

            Avoiding Discipline

Overdrafts & NSF Items

Liens & Other Disbursement Issues

 

3:00 p.m. Adjourn

 

 

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