Protecting Client Property
Attorneys: Get 2 MCLE ethics credits and find out everything you should know and want to know about proper handling of client property. The Montgomery Bar Solo/Small Firm Practice Committee is presenting “HANDLE WITH C.A.R.E. — Cash Activity Rules & Ethics” on Tuesday, September 25, 2018. Registration and breakfast begins at 8:00 a.m. The seminar concludes at 11:00 a.m.
Moderator Kenneth P. Milner, Esquire (Co-Chair of the Montgomery Bar Solo/Small Firm Practice Committee) will ask the two panel members questions about requirements, best practices, fixing errors, dealing with fraud, emergency planning, and dealing with day-to-day realities. Real-life horror stories and practical advice you can put to immediate use will be provided by panel members
- Ellen Freedman, CLM: Law Practice Management Coordinator at the Pennsylvania Bar Association, and Founder and President of Freedman Consulting, Inc.
- Samuel D. Miller, Esquire: Over 29 years’ experience as Disciplinary Counsel of the Disciplinary Board of the Supreme Court of PA, and over 10 years’ subsequent experience as a solo attorney handling matters involving attorney ethics, law office management and professional responsibility generally, and serving as an expert witness in attorney professional liability cases.
This course is suitable for paralegals, bookkeepers, and office managers, too.
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