Audio CD + Course Book

Legal Ethics: Attorney Fees and Client Funds

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

78106CDRA

Audio + Course Book

Credit Information

Continuing education credit
is not available on this program.


  • For additional questions regarding
  • continuing education credits,
  • please contact us at 866-240-1890
  • or credit@nbi-sems.com
From Event: Legal Ethics: Attorney Fees and Client Funds, held December 2017.

Program Description

We've scanned the nation for the latest ethics opinions concerning attorney fees and client funds and have compiled them into a thought-provoking ethics guide! This essential guide is jam-packed with the muddiest issues - from ethically structuring fee arrangements and engagement letters to collecting the fees owed and managing and maintaining trust accounts. Make sure you know the latest rule interpretations to avoid ethical violations and maintain your professional reputation - order today!

Course Content

  1. Ethics of Fee Arrangements
  2. Engagement Letters/Retainer Agreements (with Samples)
  3. Ethical Billing and Collection Methods
  4. Trust Accounts: Ethical Considerations
  5. Fee Dispute Resolution

Continuing Education Credit

Continuing education credit is not available at this time.
For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.

Agenda / Content Covered

  1. Ethics of Fee Arrangements
    8:45 - 9:30, Patrick K. Gibson
    1. Common Legal Fee Structures/Types of Fees
    2. Determination of Reasonable Fees
    3. Communication and Confirmation of Fee Arrangements
    4. Referral Fees
    5. Fee Splitting/Division of Fees
    6. Work Done by Non-Attorneys
    7. Dealing with Financially Distressed Clients
  2. Engagement Letters/Retainer Agreements (with Samples)
    9:30 - 10:15, Benjamin A. Schwartz
    1. When are They Required?
    2. Critical Clauses to Include
    3. Defining the Scope of Representation
    4. Spelling Out Fees, Computation, Disbursements and Expenses
    5. Sample Letters and Agreements
  3. Ethical Billing and Collection Methods
    10:30 - 11:00, Patrick K. Gibson
    1. When to Bill Clients
    2. Communication and Documentation
    3. Billing Cycle Customization
    4. Invoice Considerations (w/Samples)
    5. Implications of Interest Charges
    6. Attorney Liens and Other Mechanisms to Secure Payment
    7. Working with Third Party Collection Agencies
  4. Trust Accounts: Ethical Considerations
    11:00 - 11:30, Benjamin A. Schwartz
    1. Trust Account Rules and Standards
    2. Fiduciary Obligations
    3. Account Designation and Setup Requirements
    4. Rules for Fees Earned in Advance
    5. Interest on Lawyers Trust Accounts (IOLTA)
    6. Financial Institution Direction and Instruction
    7. Required Records and Recordkeeping Requirements
  5. Fee Dispute Resolution
    11:30 - 12:00, Patrick K. Gibson

PATRICK K. GIBSON is an attorney with Gibson & Perkins, PC. Mr. Gibson is a litigator who focuses his practice on plaintiff's professional malpractice and personal injury claims. He received his B.A. degree, magna cum laude, from Temple University and his J.D. degree, magna cum laude, from Widener University School of Law. Mr. Gibson is licensed to practice in Pennsylvania, Delaware, and New Jersey.

BENJAMIN A. SCHWARTZ is the managing partner of the law firm of Schwartz & Schwartz PA. Since 2001, he has primarily represented cases involving serious personal injury and death as the result of negligent, careless or reckless behavior. Mr. Schwartz received his B.S.B.A. degree from the University of Delaware and his J.D. degree, magna cum laude, from New York Law School. He is a member of the Delaware State Bar Association, the Kent County Bar Association, the Delaware Trial Lawyers Association and The National Trial Lawyers Association. Mr. Schwartz is a trustee on the Lawyers' Fund for Client Protection, the arm of the Supreme Court of Delaware that is responsible for auditing lawyers' compliance with the Rules of Professional Conduct relating to maintaining books and records and handling client funds.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

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