Download or read book The ABA Guide to Lawyer Trust Accounts written by Jay G. Foonberg and published by Section of Law Practice Management. This book was released on 1996 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive resource discussing lawyer's trust accounts. Includes rules regulating trust accounts and good trust account procedures.
Download or read book Trust Accounting in One Hour for Lawyers written by Sheila M. Blackford and published by American Bar Association. This book was released on 2017 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the top reasons lawyers are disciplined or even disbarred is trust accounting done badly or ignored. Don't become part of that statistic! Trust accounting is one area that no one can afford to overlook, but busy lawyers don't have time or resources to waste. Lawyers who are leaving their law firms to establish their own solo practice or small firm need this simple primer to fulfill their ethical and fiduciary responsibilities to safeguard the money belonging to their clients. Trust Accounting in One Hour for Lawyers is a practical how-to book that will guide you quickly from opening your lawyer trust account to properly using it and providing accurate, timely accountings to your clients. In this book, author Sheila M. Blackford, an experienced practice management advisor, shares common sense advice to help busy lawyers and their staff safely and sanely adopt best practices and avoid ethical violations.
Download or read book Red Flags written by Lawrence J. Fox and published by ALI-ABA. This book was released on 2005 with total page 374 pages. Available in PDF, EPUB and Kindle. Book excerpt: This volume is a practical aid for lawyers dealing with all forms of ethics questions.
Download or read book The American Bar Association Guide to Wills Estates written by American Bar Association and published by Random House Reference &. This book was released on 2009 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in easy-to-read language with dozens of real-life examples, this book provides important information about mediation, arbitration, small claims court, and civil court procedures, and includes a chapter on working with a lawyer.
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Download or read book The Lawyer s Guide to Family Business Succession Planning written by Gregory Monday and published by American Bar Association. This book was released on 2022-05-02 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Download or read book Fiduciary Accounting and Trust Administration Guide written by Robert Whitman and published by Ali-aba. This book was released on 2002 with total page 428 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advice for lawyers who handle probate of estates and administer trusts.
Download or read book The Lawyer s Guide to Increasing Revenue written by Arthur G. Greene and published by American Bar Association. This book was released on 2005 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Are you ready to look beyond cost-cutting and toward new revenue opportunities? Learn how you can achieve growth using the resources you already have at your firm. Discover the factors that affect your law firm's revenue production, how to evaluate them, and how to take specific action steps designed to increase your returns. You'll learn how to best improve performance and profitability in each of the key aspects of your law firm."--BOOK JACKET.
Download or read book Maintaining Your Client Trust Accounts with Tabs3 written by Michael Trittipo and published by . This book was released on 2019-03-21 with total page 52 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every lawyer in Minnesota who holds any money of clients or third persons in connection with a representation must deposit the money in one or more identifiable trust accounts, and must maintain certain records about those trust accounts, and be able to produce them at any time. Minnesota Rules of Professional Conduct Rule 1.15 ("MRPC") details the obligations. Rule 1.15 is supplemented every year by an "Appendix 1," written by the Lawyers Professional Responsibility Board ("LPRB"). Those two documents tell you what records you must keep, but mostly do not tell you how. Nor, our new lawyer members every year tell us, do the law schools provide any training on how to keep trust accounts. This guide is meant to show how you can meet your obligations using the "Trust Accounting Software" ("TAS") module in Tabs3. Other ways exist, and other software programs. The Minnesota State Bar Association ("MSBA") has authored guides for several. One reason for adding a guide for Tabs3 lies in the fact that Tabs3 as a whole offers more than just trust accounting. It includes practice and case management, too. More and more lawyers are using such integrated programs. But the Tabs3 help materials for its trust accounting modules tend to be focused at a very low level, and do not give a good overview beginning at the "big picture" level, but with step-by-step instructions. This guide intends to fill that gap.
Download or read book A Lawyer s Guide to Elder Law with Forms written by L. Rush Hunt and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This text is intended to provide a helpful introduction to the basics of what is today known as elder law"--
Download or read book The ABA Practical Guide to Estate Planning written by Jay A. Soled and published by Amer Bar Assn. This book was released on 2011 with total page 523 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ABA Practical Guide to Estate Planning will help guide clients to an effective estate plan to fit their needs. For both the novice and experienced estate planning practitioner, this practical guide offers sound advice from leading estate planners around the country who share their knowledge and expertise so that you don't miss a step in the process.
Download or read book A Lawyer s Guide to Working with Special Needs Clients written by Richard A. Courtney and published by American Bar Association. This book was released on 2019 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Persons with disabilities and their family members and caregivers face numerous challenges every day. But beyond those day-to-day issues, they often need assistance navigating bureaucracies and in developing plans for long-term care and financial security. This book, written by a special needs attorney, supplies essential information and valuable guidance to the issues involved in representing these clients. The book begins with advice on understanding and representing special needs clients and their families, including key questions to ask to tailor an appropriate plan. Subsequent chapters address other aspects of representing special needs clients, including: - Public benefits, including SSI, Medicare, and Medicaid- Special needs education issues- Special needs trusts- Financial issues- Ethical and practice risks- How to build a special needs legal practice
Download or read book Estate Planning Strategies written by Jay A. Soled and published by American Bar Association. This book was released on 2002 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book
Download or read book A Guide to International Estate Planning written by Leigh-Alexandra Basha and published by . This book was released on 2014 with total page 828 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."
Download or read book Of bottomry and respondentia written by Samuel Marshall and published by . This book was released on 1810 with total page 512 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book ABA Consumer Guide to Asset Protection written by Jeffrey R. Matsen and published by . This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The proliferation of lawsuits throughout society exposes business owners, physicians, and other professionals to enormous risk if they don't adequately protect their personal and business assets. In The ABA Consumer Guide to Asset Protection, leading asset protection attorney Jeffrey Matsen provides a step-by-step guide to creating a "shield of liability" around personal and business assets through a combination of business and investment entity selections; estate planning techniques; and the creation of appropriate trusts. Matsen's multi-tiered approach is designed to help virtually everyone who has significant assets and to provide a plan appropriate to their particular circumstances. Readers will gain the knowledge to choose the right advisor and actively participate in the creation and management of their own asset protection plan.
Download or read book The Lawyer s Guide to Working Smarter with Knowledge Tools written by Marc Lauritsen and published by American Bar Association. This book was released on 2010 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: This ground-breaking guide introduces lawyers and other professionals to a powerful class of software that supports core aspects of legal work. The author discusses how technologies like practice systems, work product retrieval, document assembly, and interactive checklists help people work smarter. If you are looking to work more effectively, this book provides a clear roadmap, with many concrete examples and thought-provoking ideas.
