Wednesday, September 25, 2024
8:00 AM to 12:00 PM (Eastern Daylight Time)
Hawthorne Inn
2421 Berlin Tpk.,
Berlin,
Connecticut,
United States
Presented by the CT Bar Institute 
About the Program
Join us at the Hawthorne Inn for a delicious breakfast buffet provided by Casa Mia, followed by three hours of crucial IOLTA and law practice management continuing legal education. Members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel along with a former member of these offices and current practitioner will provide a comprehensive review of law office management and IOLTA best practices, including: an overview of the Rules of Professional Conduct and changes, major challenges, audits, what disciplinary counsel do, and how to protect/defend against disciplinary action.
You Will Learn
- About rule 1.15, record keeping, and reconciliation requirements
- About relevant Practice Book sections
- Best practices in responding to audit requests, including case law overview
- Best practices for risk management, including case law review
- How to protect yourself from and defend against disciplinary actions
Who Should Attend
Any attorney seeking the latest information on IOLTA accounting and guidance on avoiding ethical violations in managing an IOLTA account.
Cost
(includes a buffet breakfast and electronic materials)
Solo Small and YLS Members $120
Member $135
Student Member $70
Non-Member $270
Financial hardship information is available upon request.
CLE Credit
CT: 3.0 CLE Credits (Ethics)
NY: 3.5 CLE Credits (Ethics)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorney CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE:
http://ww2.nycourts.gov/attorneys/cle/index.shtml.
If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program.
Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.