Leadership Orientation Understanding State Bar

Transcript:Leadership Orientation Understanding State Bar:
Leadership Orientation Understanding State Bar Resources September 22, 2021 Practice411TM Atty. Christopher Shattuck Program Manager Program Manager Background Christopher C. Shattuck Background experience: Started a law practice after passing the bar exam. Thereafter, practiced on the consumer side of bankruptcy cases and ultimately became the manager of a creditors’ rights department for a law firm based in Milwaukee. Now serving as the Law Practice Assistance Manager for the State Bar of Wisconsin. Education: Bachelor's of Science in Psychology and Criminal Justice from the University of Wisconsin Oshkosh. Master’s in Business Administration with an Emphasis in Project Management from the University of Wisconsin Oshkosh. Juris Doctor from the University of La Verne College of Law. Practice411 Program Practice Consultations E-list www.wisbar.org/Practice411elist (800) 957-4670 Part 1: Common Consultation Questions How Do I Start A Law Practice? Choosing a Limited Liability Entity – Discusses tax consequences and mechanics of forming a limited liability entity. 10 Best Lead Generation Services for Lawyers [Reviews] – Marketing resources for your law firm. Law Firm Systems - “Method for identifying opportunities for streamlining work and reducing waste.” Identifying profitable practice areas, helpful technology and challenges. Part 1: Common Consultation Questions Do I Need A Trust Account? Business Account Only IOLTA and Business Account IOLTA, E-Banking and Business Account All-in-One Trust Account Source: Options for Trust Account Management Pursuant to SCR 20:1.15, Effective July 1, 2016 Part 1: Common Consultation Questions How Do I Properly Process Credit Card Payments? Processing Methods - E-banking: Modernizing Trust Account Rules Adding Credit Card Fees to Client Bills Ethical Dilemma: Can You Add Credit Card Fees to Clients' Bills? Ethical Dilemma: Can Credit Card Fees Be Deducted from Payments into Operating Accounts? Ethical Dilemma: Credit Card Fees – Part III Payment Processers – LawPay or Case Management Software Part 1: Common Consultation Questions Can I Sell My Law Practice? SCR 20:1.17 Sale of Law Practice A lawyer or a law firm may sell or purchase a law practice, or an area of practice, including good will, if the following conditions are satisfied: (a) The seller ceases to engage in the private practice of law, or in the area of practice that has been sold, in the geographic area or in the jurisdiction in which the practice has been conducted; (b) The entire practice, or the entire area of practice, is sold to one or more lawyers or law firms; Part 1: Common