Maintaining Your Client Trust Accounts with Tabs3

Maintaining Your Client Trust Accounts with Tabs3
Author: Michael Trittipo
Publisher:
Total Pages: 52
Release: 2019-03-21
Genre:
ISBN: 9781081505660

Every lawyer in Minnesota who holds any money of clients or third persons in connection with a representation must deposit the money in one or more identifiable trust accounts, and must maintain certain records about those trust accounts, and be able to produce them at any time. Minnesota Rules of Professional Conduct Rule 1.15 ("MRPC") details the obligations. Rule 1.15 is supplemented every year by an "Appendix 1," written by the Lawyers Professional Responsibility Board ("LPRB"). Those two documents tell you what records you must keep, but mostly do not tell you how. Nor, our new lawyer members every year tell us, do the law schools provide any training on how to keep trust accounts. This guide is meant to show how you can meet your obligations using the "Trust Accounting Software" ("TAS") module in Tabs3. Other ways exist, and other software programs. The Minnesota State Bar Association ("MSBA") has authored guides for several. One reason for adding a guide for Tabs3 lies in the fact that Tabs3 as a whole offers more than just trust accounting. It includes practice and case management, too. More and more lawyers are using such integrated programs. But the Tabs3 help materials for its trust accounting modules tend to be focused at a very low level, and do not give a good overview beginning at the "big picture" level, but with step-by-step instructions. This guide intends to fill that gap.

How to Get, Build & Keep Your Clientele

How to Get, Build & Keep Your Clientele
Author: Mary Carver-Goldring
Publisher: WestBow Press
Total Pages: 107
Release: 2015-06-15
Genre: Business & Economics
ISBN: 149086833X

This is the guide booklet youve been waiting for to help you get on the right track to beauty service success. Mary Carver Goldring is a successful senior cosmetologist and salon owner for more than forty-five years, and she is sharing her tricks of the trade with you.

Estate and Financial Planning for People Living with COPD

Estate and Financial Planning for People Living with COPD
Author: Martin M. Shenkman, CPA, MBA, JD
Publisher: Demos Medical Publishing
Total Pages: 225
Release: 2012-11-02
Genre: Health & Fitness
ISBN: 1617051357

COPD, or chronic obstructive pulmonary disease, is a progressive disease that makes it hard to breathe. Emphysema and chronic asthmatic bronchitis are the two main conditions that make up COPD. Estate-planning is crucial for those living with a chronic condition, as they must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate and Financial Planning for People Living with COPD covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to

Going to Trial

Going to Trial
Author: Daniel I. Small
Publisher: American Bar Association
Total Pages: 326
Release: 1999
Genre: Law
ISBN: 9781570737237

Classic reference with accessible and proven advice on how to better prepare for trial, from the first client interview to closing argument. Includes numerous procedures, checklists, forms, and worksheets.