Basics of Trust Accounting—Ethics Rules and Practical Recordkeeping Tips (Telephone Option)

MCLE Credits: 1.0
Ethics Credits Included: 1.0

Tuesday, April 5, Noon - 1:00 p.m. ET
Learn more about Virginia CLE telephone format
Monday, April 18, Noon - 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: 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 webcast or live on site 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.

Registration Deadlines:
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

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)

12:00 Basics of Trust Accounting—Ethics Rules and Practical Recordkeeping Tips
1:00 Adjourn
  • Q&A will be handled via e-mail for telephone seminar attendees.

COURSE SCHEDULE (April 18) (Eastern Time)

12:00 Basics of Trust Accounting—Ethics Rules and Practical Recordkeeping Tips
1:00 Adjourn
  • 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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