Lawyers as Fiduciaries: Ethical and Practical Considerations—How to Get It Right (Online Seminar)

MCLE Credits: 2.0
Ethics Credits Included: 1.0

MCLE Credit: 2.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Price: $149 (Includes a downloadable audio version.)
Viewable Through: 09/30/2022

Information

A pre-recorded streaming video replay of the September 2019 webcast, Lawyers as Fiduciaries: Ethical and Practical Considerations—How to Get It Right.


Topics Covered

  • 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
 
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Schedule

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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