Attorney Ethical Considerations for Collection of Unpaid Fees, Termination of Services, and Withdrawal
A live 90-minute CLE video webinar with interactive Q&A
This CLE webinar will provide attorneys guidance on key ethical issues and pitfalls to avoid when handling the collection of unpaid fees, termination of services, and withdrawal of counsel. The panel will discuss types of attorneys' fees, ethical billing practices, termination and non-representation letters, collections, file closing, records management, and other key issues.
Outline
- Attorney fee arrangements
- Ethical fees and billing practices
- Client termination and non-representation letters
- Records management
- Collection of unpaid fees and costs
- Model rules and ethics opinions
Benefits
The panel will discuss these and other key issues:
- What are the types of attorneys' fees and related challenges?
- How do you establish and maintain ethical fee arrangements and billing practices?
- What are the common ethical missteps associated with client terminations?
- What steps must be followed for client file closing and records management?
- How can you avoid ethical issues in the collection of unpaid fees and costs?
- Overview of applicable Model Rules and Ethics Opinions
Faculty
Briana Cummings
Partner
O'Rielly & Roche
Ms. Cummings counsels and advises California law firms on law firm formation and planning, law firm partner departure... | Read More
Ms. Cummings counsels and advises California law firms on law firm formation and planning, law firm partner departure law, California State Bar defense (including admissions, investigations, and discipline), and serves as outside general counsel to California law firms. She founded her own law practice and has successfully managed it for more than 10 years. Ms. Cummings is a member of the firm’s drafting team, which plans, develops, and drafts law firm partnership agreements, professional corporation documents, shareholder agreements, and law firm registration documents.
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Amber Bevacqua-Lynott
Senior Counsel
Buchalter
Ms. Bevacqua-Lynott is Senior Counsel in the Firm’s Portland and San Diego offices, and a member of the... | Read More
Ms. Bevacqua-Lynott is Senior Counsel in the Firm’s Portland and San Diego offices, and a member of the Firm’s Professional Responsibility and Litigation Practice Groups. She provides guidance and legal representation to attorneys, licensed professionals, and other business clients, including firms and in-house legal departments. Her practice centers on legal ethics, risk management, and discipline defense. Ms. Bevacqua-Lynott acts as outside counsel to clients in a variety of industries, providing advice and counsel on all manner of ethics issues, including conflicts, confidentiality, malpractice, risk management, and fee issues.
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