Audio CD + Course Book

Legal Ethics: Attorney Fees and Client Funds

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

78108CDRA

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 - 9:20 Written and Presented by Karl L. Mulvaney in Indianapolis and Fort Wayne.
    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)
    9:20 - 9:55 Written and Presented by Karl L. Mulvaney in Indianapolis and Fort Wayne.
    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
    9:55 - 10:30 Written and Presented by Jon R. Pactor in Indianapolis and Fort Wayne.
    1. When to Bill Clients
    2. Communication and Documentation
    3. Invoice Considerations
    4. Implications of Interest Charges
    5. Implications of Recoupment of Expenses
    6. Attorney Liens and Other Mechanisms to Secure Payment
  4. Trust Accounts: Ethical Considerations
    10:45 - 11:20 Written and Presented by Jon R. Pactor in Indianapolis and Fort Wayne.
    1. Trust Account Rules and Standards
    2. Fiduciary Obligations
    3. Rules for Fees Earned in Advance
    4. Required Records and Recordkeeping Requirements
  5. Fee Dispute Resolution
    11:20 - 12:00 Written and Presented by Jerry A. Garau in Indianapolis and Fort Wayne.

JERRY A. GARAU is an attorney with the law firm of Garau Germano, P.C., in Indianapolis. Mr. Garau practices in the area of medical malpractice, plaintiff’s personal injury, business litigation, legal malpractice and contract litigation. He received his B.A. degree from Franklin College and his J.D. degree from the Indiana University at Bloomington School of Law. Mr. Garau is a member of the Indianapolis Bar Association, the Indiana State Bar Association, the American Association for Justice, the Indiana Trial Lawyers Association, the American Board of Trial Advocates, and the Indiana Bar Foundation. He has presented numerous oral arguments before the Indiana Court of Appeals, the Indiana Supreme Court, and the U.S. Court of Appeals for the 7th Circuit.

KARL L. MULVANEY is a partner with the Indianapolis, Indiana law firm of Bingham Greenebaum Doll LLP, where he practices in the areas of appellate, litigation and disciplinary law. He is a member of the American Academy of Appellate Lawyers; and the American, Indiana State, Indianapolis and the Seventh Circuit bar associations. Mr. Mulvaney's professional leadership consist of Advisory Committee to Indiana Supreme Court on Rules of Practice and Procedure, 1991-2003; chair, 1995-2003; officer, Phi Delta Phi Legal Fraternity, 1987-2003; 44th International President, 1993-1995; Indiana Judicial Nominating and Qualifications Commission, 1999-2001; and Indianapolis Bar Foundation, Executive Committee, 2003-2008. He earned his B.S. degree, cum laude, from The Ohio State University and his J.D. degree, cum laude, from Indiana University Robert H. McKinney School of Law.

JON R. PACTOR is a solo practitioner. He concentrates his practice in attorney malpractice cases, fee disputes, and ethical issues. Mr. Pactor is a member of the Indiana State and Indianapolis bar associations. He earned his A.B. degree from Wabash College and his J.D. degree from the McKinney School of Law.

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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