Back by popular demand is The Lawyer Shall and The Lawyer Shall Not.
“The Lawyer Shall” … and “the Lawyer Shall Not” are prominent phrases in the North Carolina State Bar trust accounting rules. Understanding what the State Bar requires and forbids is the foundation of good trust account management and security. One requirement, “the Lawyer Shall” take a one-hour course on the trust accounting rule changes, applies to attorneys or paralegals with disbursement authority over trust account funds at least once since the 2016 revision. This hour will satisfy that requirement and it will remind you of the rules surrounding this important responsibility.
This is a virtual seminar, hosted via Zoom on Thursday, April 16 from 12:00 – 1:00. Buncombe Bar Members can click here to register via Zoom at no cost. Participants from other districts should email admin@buncombebar.com to receive a link to pay $35 for the CLE.
Presenter:
Jon Biggs, Vice President & Director of Risk Management & Education, Investor’s Title, oversees risk management functions related to Investors Title’s approved provider system. In this role, he oversees the approval process, develops educational seminars and communications-based initiatives involving approved providers and agents, and manages provider data and analysis related to the company’s risk management efforts. Prior to joining Investors Title in 2012, he was partner at a firm in Durham, North Carolina where he practiced residential and commercial real estate law for more than 20 years. Mr. Biggs holds a bachelor’s degree from Duke University and a Juris Doctor from Wake Forest University School of Law.
This CLE is approved by the NC State Bar Board of CLE for one hour of trust accounting/professional responsibility/ethics credit.