Starting Your Solo Practice: Trust Accounting and Credit Card Payments (11/30/2021)

Managing client funds is a basic component of maintaining your solo practice. However, statistics show that year after year, mishandling a client’s money is among the most frequent sources of investigation and disciplinary action by the ARDC. For lawyers who want to stay out of trouble, the first line of defense is to understand the provisions of Illinois’ safekeeping of property rule (Rule 1.15) and the record-keeping required by the rule. This seminar will provide a detailed explanation of the key principles in the rule (including relevant past revisions) and the requirements regarding IOLTA and unidentified funds. The program will look at how to use basic accounting techniques to manage a client trust account and comply with the record-keeping requirements of Rule. 1.15. We’ll also examine the ethical considerations of accepting credit cards and other forms of electronic payments from clients. 

Speaker: Mary F. Andreoni is Ethics Education Counsel for the Illinois Attorney Registration and Disciplinary Commission (ARDC) where she develops and implements the ARDC’s ethics education initiatives, including the ARDC Ethics Inquiry Program and the Illinois Professional Responsibility Institute, where she is also an instructor. She has authored several articles including the ARDC publication, Client Trust Account Handbook, and spoken at hundreds of programs on legal ethics. Prior to joining the Commission, Ms. Andreoni was law clerk to Illinois Appellate Court Justice Mel R. Jiganti and later practiced commercial litigation with the law firm of Peterson & Ross in Chicago. While in practice, she also served as a board member on the ARDC Inquiry and Hearing Boards. Active in the Chicago Bar Association (CBA), she has served on a number of committees, and is past chair of the CBA Professional Responsibility Committee (2014-2015). Ms. Andreoni received her J.D. from Loyola University School of Law in Chicago.

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live. 

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Starting Your Solo Practice: Trust Accounting and Credit Card Payments (11/30/2021)
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Open to view video. UPDATED INSTRUCTIONS (as of 2/1/20) To receive MCLE Credit for this program, you must: 1. Close the video window after you have completed the program, 2. Click on "Claim MCLE Credit," and 3. Click on the yellow "View/Claim Credit" box. You will need to provide your ARDC number to view/download/print your MCLE certificate. We would also appreciate your completing a program evaluation in the “Evaluation” section.
Evaluation (1 speaker)
7 Questions
Claim MCLE Certificate (live webcast, 1.00 IL - PR MCLE Credit)
Up to 1.00 CLE credits available  |  Certificate available
Up to 1.00 CLE credits available  |  Certificate available
Claim MCLE Certificate (on demand webcast, 1.00 IL - PR MCLE Credit)
Up to 1.00 CLE credits available  |  Certificate available
Up to 1.00 CLE credits available  |  Certificate available