Basics of Trust Accounting—Ethics Rules and Practical Recordkeeping Tips

MCLE Credits: 1.0
Ethics Credits Included: 1.0

Tuesday, April 5, 12:00 p.m. - 1:00 p.m. ET
Learn more about Virginia CLE webcast format
Monday, April 18, 12:00 p.m. - 1:00 p.m. ET
MCLE Credit: 1.0 (Ethics: 1.0)
Live-Interactive Credit: 1.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Designation Credit: 1.0 Ethics (Designations Information)
Registration Fees: Live on Site: $89
Webcast: $89
Telephone: $109

Information

Why Attend?

  • Explore trust accounting and the associated ethics rules
  • Hear practical tips on recordkeeping and how to handle money ethically and effectively
  • Learn from the experts: a Virginia State Bar Investigator and Assistant Ethics Counsel
  • Earn 1.0 hour of Ethics credit

Click here to register for the telephone format

This one-hour CLE will cover the key ethics rules related to trust accounting and handling money, including the different types of trust accounts, accepting credit cards, handling advanced fees, and handling disputes over entitlement to money in the lawyer’s accounts. Assistant Ethics Counsel for the VSB Emily Hedrick and VSB investigator Ron McCall, a licensed attorney and CPA, will provide an overview of the required books and records, and required accounting procedures applicable to all trust accounts.

By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.

Click here for details about the Virginia CLE® COVID-19 policy. Please revisit the webpage routinely for updates as we are monitoring the evolving COVID-19 situation. All updates to this policy will be emailed to registrants.
(Last updated March 2, 2022)


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.
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 (April 5) (Eastern Time)

Noon Basics of Trust Accounting—Ethics Rules and Practical Recordkeeping Tips
1:00 Adjourn
  • Sign-in for live seminar attendees in Richmond (Glen Allen) 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 (April 18) (Eastern Time)

Noon Basics of Trust Accounting—Ethics Rules and Practical Recordkeeping Tips
1:00 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 SPEAKERS

Emily Hedrick, Virginia State Bar / Richmond

Emily Hedrick is Assistant Ethics Counsel for the Virginia State Bar and has held this position since 2011. She currently serves as a staff liaison to the Standing Committee on Legal Ethics, the Special Committee on Technology and the Future Practice of Law, and the Practice Management Task Force, drafts advisory ethics opinions, and provides informal ethics advice to members of the bar through the ethics hotline.

Before joining the VSB, Emily was a law clerk fellow at the Supreme Court of Virginia Office of the Chief Staff Attorney. She has a BA in philosophy from the University of Virginia and a JD from the University of Virginia School of Law.

Ron McCall, Virginia State Bar / Richmond

Ron McCall is an Investigator for the Virginia State Bar. He is a member of the District of Columbia and Virginia Bars and is a Certified Public Accountant in Virginia. He has worked for the Virginia State Bar for 14 years and conducts investigations of complaints against attorneys and conducts reviews of attorney trust accounts. Before joining the Virginia State Bar, Ron was a Special Agent with the FBI and specialized in White Collar Crime investigations. He has a BA from the University of Maryland, and an MBA and JD from George Washington University.

Locations, Dates and Fees

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