Trust Accounting in One Hour for Lawyers

Trust Accounting in One Hour for Lawyers PDF

Author: Sheila M. Blackford

Publisher: American Bar Association

Published: 2017

Total Pages: 0

ISBN-13: 9781634257398

DOWNLOAD EBOOK →

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.

Legal Project Management in One Hour for Lawyers

Legal Project Management in One Hour for Lawyers PDF

Author: Pamela H. Woldow

Publisher: American Bar Association

Published: 2013

Total Pages: 0

ISBN-13: 9781627221900

DOWNLOAD EBOOK →

Legal clients are responding to today's unprecedented financial pressures by demanding better predictability, cost-effectiveness and communication from their outside legal service providers. They give their business to those who can manage legal work efficiently--and take it away from those who can't or won't. Legal Project Management in One Hour for Lawyers provides any attorney with practical skills and methods for improving efficiency, keeping budgets under control, building strong working relationships with clients, and maximizing profitability.

Fundamentals of Trust Accounting Income and Principal Rules Under the Revised New York State Laws

Fundamentals of Trust Accounting Income and Principal Rules Under the Revised New York State Laws PDF

Author: Seymour Goldberg

Publisher:

Published: 2014

Total Pages: 0

ISBN-13: 9781627224567

DOWNLOAD EBOOK →

"In New York State alone there are well over 10,000 attorneys that are involved in trust drafting, tax planning, estate planning, trust accounting, trust litigation and elder law planning, but very few local bar associations in New York State have any material on this particular subject area ... until now. Many New York attorneys need a manual on the trust accounting income and principal rules from a practical application standpoint. This is especially true today because many attorneys draft trust documents. An attorney involved in drafting trusts in New York State has to be aware of the trust accounting rules that are applicable to a trust that is subject to New York State trust laws. This knowledge is especially important if he or she acts as trust counsel to the trust that he or she created. In addition, many trustees submit trust accountings to the trust beneficiaries. The failure of the attorney to know the trust accounting rules for the trust he or she created could result in headaches and liability issues for the attorney. Many practitioners in New York State may not realize that the New York trust laws regarding accounting income and principal have been completely revamped. The initial effective date of the revised laws was January 1, 2002 and is retroactive to all trusts that were in existence on that date and/or any date thereafter. Significant changes to these rules were made in August 2008 as well. The revamped New York State trust laws have three elements: the Uniform Principal and Income Act (UPAIA), the power to adjust (PTA) and the unitrust conversion. Any practitioner who is involved in trust drafting or trust litigation, or who prepares fiduciary income tax returns or trust accountings, must become aware of these revised trust rules in order to avoid potential malpractice and/or ethics issues"--Unedited summary from book cover.

Model Rules of Professional Conduct

Model Rules of Professional Conduct PDF

Author: American Bar Association. House of Delegates

Publisher: American Bar Association

Published: 2007

Total Pages: 216

ISBN-13: 9781590318737

DOWNLOAD EBOOK →

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.

Traversing the Ethical Minefield

Traversing the Ethical Minefield PDF

Author: Susan R. Martyn

Publisher: Aspen Publishing

Published: 2022-08-12

Total Pages: 500

ISBN-13: 1543846130

DOWNLOAD EBOOK →

Buy a new version of this textbook and receive access to the Connected eBook with Study Center on CasebookConnect, including: lifetime access to the online ebook with highlight, annotation, and search capabilities; practice questions from your favorite study aids; an outline tool and other helpful resources. Connected eBooks provide what you need most to be successful in your law school classes. Learn more about Connected eBooks Traversing the Ethical Minefield: Problems, Law, and Professional Responsibility, Fourth Edition offers students accessible, teachable problems and notes that clarify and encourage analysis of the law governing lawyers. The book’s innovative pedagogy (combination of relevant and interesting problems faced by fictitious law firm “Martyn and Fox,” cases, ethics opinions, thematic notes, and short stories) supports its focus of teaching the Model Rules of Professional Conduct and the Restatement of the Law Governing Lawyers as well as conveying the complexities of ethical dilemmas in legal practice. The book’s manageable length makes it short enough to provide focus, but long enough to convey the rich texture of the material.

Law Firm Accounting Demystified

Law Firm Accounting Demystified PDF

Author: Rakesh Kabra

Publisher:

Published: 2017

Total Pages:

ISBN-13: 9780692879597

DOWNLOAD EBOOK →

In under 100 pages, Law Firm Accounting Demystified gives every legal practice a basic primer on the unique aspects of legal accounting that every lawyer and legal accounting professional should know. It covers all the bases -- from trusts to revenue recognition to bank reconciliations and more. Any attorney who gets overwhelmed by accounting minutiae can use Law Firm Accounting Demystified not only as a handy desk reference -- but also as a practical guide to taking a more systematic approach to keeping current, compliant books on an ongoing basis.

Game Plan for a More Profitable and Productive Law Firm

Game Plan for a More Profitable and Productive Law Firm PDF

Author: Deborah L. Avaro

Publisher: iUniverse

Published: 2007-06

Total Pages: 110

ISBN-13: 0595444938

DOWNLOAD EBOOK →

A comprehensive strategy & reference guide that will detail the techniques lawyers and law firms need to think like a business. It will help firms analyze and improve their business processes, dramatically increasing their profitability and productivity. This book benefits every member of the firm, from partners and the accounting staff to paralegals and other personnel. Contains examples of budgets, financial reports and management reports. Receive powerful management tips and daily cost cutting shortcuts. Get bills out that are more accurate. Process your entire billing cycle in half the time. Provide comprehensive Associate reviews. Create financials and management reports that are easy to understand. Better utilize your staff without adding expense. Improve organization and management skills. This guide will be used daily by all members of the law firm for years to come.

Winning Alternatives to the Billable Hour

Winning Alternatives to the Billable Hour PDF

Author: Mark A. Robertson

Publisher: American Bar Association

Published: 2008

Total Pages: 212

ISBN-13: 9781604421286

DOWNLOAD EBOOK →

This newly revised third edition of the highly acclaimed Winning Alternatives to the Billable Hour: Strategies that Work, provides you with tools you can use in your practice to implement and evaluate alternative billing methods, including real case studies of lawyers and firms successfully using alternative billing to deliver value to both the client and the lawyer.

Make Your Own Living Trust

Make Your Own Living Trust PDF

Author: Denis Clifford

Publisher: Nolo

Published: 2023-03-03

Total Pages: 257

ISBN-13: 1413330584

DOWNLOAD EBOOK →

Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or part of a couple, you can use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. Even if you prefer to hire a lawyer to draw up your trust, you can use this book to learn about living trusts before you go to the lawyer. Using the book to learn about living trusts will save you a considerable amount of money, compared to paying a lawyer to explain it to you. All of the explanations, instructions, and examples are in the book, and the forms are available for download details inside the book. The legal forms in this book are not valid in Louisiana, Canada, or the U.S. Territories.