Lawyers as Fiduciaries: Ethical and Practical Considerations—How to Get It Right

MCLE Credits: 2.0
Ethics Credits Included: 1.0

Wednesday, September 11, 12:00 p.m. - 2:00 p.m. ET
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Wednesday, October 16, 9:00 a.m. - 11:00 a.m. ET
  • Webcast with Live Q&A
  • Telephone with Live Q&A
MCLE Credit: 2.0 (Ethics: 1.0)
Live-Interactive Credit: 2.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Registration Fee: $150

Information

Why Attend?

  • Review the applicability of the Rules of Professional Conduct and LEOs to lawyer fiduciaries
  • Learn about compensation, bonding and surety, and legal fees
  • Find out what practice before the Commissioner of Accounts entails

If you are an attorney who serves as a fiduciary, this seminar is a must-attend. This lecture and discussion–style seminar will provide the lawyer who serves as a fiduciary with an overview of the ethical obligations and requirements that apply to them pursuant to the Virginia Rules of Professional Conduct, as well as a comprehensive review of the requirements of practicing before the Commissioner of Accounts. The program is designed for new as well as experienced lawyers and will provide attorneys with a practical review of:

  • The compensation of lawyer fiduciaries
  • Bonding and surety requirements by the Clerk of Court
  • Fees for professionals who assist the lawyer fiduciary
  • Statute of limitations applicable to lawyer fiduciaries
 

Discounts available for Virginia CLE webcast-telephone-live seminars Follow link to learn about the Virginia CLE Online Bundle with savings up to 45% Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Telephone: Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar
Live on Site: Online registration ends at 11:59 p.m. the day preceding the seminar
Walk-in registration is permitted on a space-available basis

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.


Can't Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.

Schedule

COURSE SCHEDULE (September 11) (Eastern Time)

12:00 Lawyers as Fiduciaries: Ethical and Practical Considerations—How to Get It Right
2:00 Adjourn
  • Sign-in for live seminar attendees in Charlottesville begins at 11:30 a.m.
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

COURSE SCHEDULE (October 16) (Eastern Time)

9:00 Lawyers as Fiduciaries: Ethical and Practical Considerations—How to Get It Right
11:00 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

ABOUT THE SPEAKER

Jeannie P. Dahnk, Glover & Dahnk / Fredericksburg

Jeannie P. Dahnk received her undergraduate degree from George Washington University in 1981 and her law degree from Marshall-Wythe School of Law, College of William & Mary in 1985.

Ms. Dahnk is a member, Virginia State Bar, Fredericksburg Area Bar Association and the American Bar Association; past president of the 15th Judicial District Bar Association; chair, Board of Directors, Rappahannock Legal Services; former Board member of the Fredericksburg Area American Red Cross; former Board member of the SPCA of  Fredericksburg; former member of the Fredericksburg Area Parks and Recreation Commission.

Ms. Dahnk currently serves as Commissioner of Accounts for Stafford County, VA, vice president of the Virginia Conference of Commissioner of Accounts, and is on the ALPS Defense Panel; she was the creator of the Virginia State Bar Trust Accounting Program, The Devil Wore Green. Currently, Ms. Dahnk serves on the Virginia CLE® Committee and is chair of the Better Annual Meeting Committee of the Virginia State Bar.

Ms. Dahnk was president of the Virginia State Bar 2003–2004; president-elect of the Virginia State Bar 2002–2003; Virginia State Bar:  vice chair of the Task Force on Public Access to the Disciplinary Process; chair of the Committee to Study the Annual Meeting; chair of the Committee to Study Pro Hac Vice; member, Virginia State Bar 6th District Disciplinary Committee;  member of the Virginia State Bar Lawyers Malpractice Insurance Committee; chair, Virginia State Bar Leadership Task Force; member, Supreme Court of Virginia’s Solo & Small Firm Practitioners Forum; chair of Law School for Legislators; former chair of the Midyear Legal Seminar Planning Committee; former member, Virginia State Bar Professionalism Faculty; former member, Budget and Finance Committee; former member, Executive Committee and Council; former Virginia delegate to the House of  Delegates of the American Bar Association; former  member, Virginia State Bar Malpractice Insurance Committee, former chair, Risk Management Subcommittee, member, Virginia State Bar Trust Accounting and Technology Review Committee; past chair, Professionalism Committee and Mandatory Professionalism Course; member, Virginia CLE® Committee.

Ms. Dahnk has a civil law practice with Glover & Dahnk in Fredericksburg, Virginia

Locations, Dates and Fees

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