Explore the basics of trust accounting and learn how to reduce liability and avoid sanctions with speakers from the Oregon State Bar and the Professional Liability Fund. Build an understanding of the types of trust accounts, the ethics rules governing them, and the role of the Oregon Law Foundation. Delve into moving money into and out of the trust account, closing the trust account, and recent cases involving trust account issues.
Presented by:
• Emily Cheek, Oregon State Bar, Tigard
• Courtney Dippel, Oregon State Bar, Tigard
• Hong Dao, Professional Liability Fund, Tigard
• Linn Davis, Oregon State Bar, Tigard
• Bill Penn, Oregon State Bar, Tigard
2.25 Oregon Practice and Procedure credits and 1.25 Ethics (Oregon specific) credits
ID 86691, 03/11/2022
Complete by 03/11/2025 for Oregon credit
Download course materials (PDF)
Download MCLE recordkeeping form (PDF)
Please note that it may take up to 30 days after you complete an online seminar for it to appear on your online MCLE Compliance Report at www.osbar.org.