Fiduciary Fundamentals: Managing Client Funds & Avoiding Common Missteps | Justia CLE & Webinars — Legal Marketing & Technology Blog

When it comes to handling client funds, even small errors can have big consequences. Whether you're new to trust accounting or need a refresher on fiduciary best practices, equip yourself with the knowledge to stay compliant and avoid costly mistakes by signing up for our free, upcoming Justia Webinar today!

Approximate Read Time: 2 Minutes

Lawyers have a fiduciary duty to handle client funds with care, yet navigating trust accounting, fee agreements, and financial obligations can be complex. Mishandling client funds, even unintentionally, can put your reputation and license at risk. In this upcoming webinar, speaker Tracy L. Kepler will break down key rules, including the ABA Model Rules on fees, safekeeping property, and client fund management, to help attorneys avoid costly mistakes. Be guided through a roadmap of best practices for managing client funds, key ethical rules, and mitigating risks that could lead to disciplinary action. Learn how to protect both your practice and your clients — reserve your spot today!

CLE Webinar Details & Speaker

The presentation will begin promptly at
1:00 p.m. ET/10:00 a.m. PT on Tuesday, April 15, 2025.

The recording of this broadcast will also be available to Justia Connect members shortly after the live event.

With a distinguished career in legal ethics and professional responsibility, Tracy L. Kepler has guided countless attorneys in managing risk and staying compliant. As Director of Risk Control Consulting at CNA, she works at the forefront of attorney liability prevention, drawing from her leadership experience at the ABA and USPTO. Her deep knowledge of fiduciary duties and trust accounting makes her an essential voice in this discussion. Stay ahead of ethical pitfalls and compliance risks — reserve your place now and learn from Tracy L. Kepler’s expertise!

Register for This Justia Webinar

Justia Webinars are open to everyone. To attend a Justia Webinar, you must become a Justia Connect member. All you need to do is fill out a simple registration form. It is that easy to become a free Justia Connect member.

Additional Benefits for Lawyers

Get a Free Profile in the Justia Lawyer Directory: If you’re a lawyer who hasn’t taken advantage of obtaining a free Justia Lawyer Directory Profile, now’s the time to do so. You can create or claim an existing profile here to build your online presence, connect with potential clients, and more!

CLE Credit for Lawyers: Would you like to earn CLE credit for this webinar? While everyone is invited to attend, CLE credit is an exclusive membership benefit offered to Justia Connect Pro members, our upgraded membership tier for lawyers. You can upgrade to Justia Connect Pro here to start taking advantage of this benefit.

Fiduciary Fundamentals: Managing Client Funds & Avoiding Common Missteps is approved for one hour of Legal Ethics CLE credit in California, one hour of Legal Ethics/Professional Responsibility CLE credit in South Carolina (all levels), and one hour of Ethics CLE credit in North Carolina. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours, of which 1.00 credit hours will apply to Legal Ethics/Professional Responsibility credit. Other jurisdictions may award CLE credit via applicable self-submission policies or reciprocity rules.

More Questions?

Handling client funds comes with significant ethical and legal responsibilities, but with the right knowledge, you can stay compliant and protect your practice. Register now to protect your clients, your practice, and your professional reputation! If you have additional questions about this free webinar, you can get more details and register on the webinar page.

Want to learn more about our Justia Connect Membership program? Explore the Justia Connect Help Center.

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