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How to Make Money & Stay Out of Trouble: Know How the Rules Affect You and Your Practice

  • Training

  • 6 Hours
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5835534
Run a thriving law practice with no ethical missteps. Whether you are a new or experienced attorney, this program gives you the essential tools to run a professional and successful law practice. A panel of practitioners and counsel from the Office of Bar Counsel identify the key elements of starting and maintaining a law office and review the expectations of and rules governing the ethical and responsible practice of law in Massachusetts. You learn the standards that represent the best traditions and highest aspirations of the legal profession and the best practices and procedures to make money while avoiding ethical mistakes. Take advantage of this opportunity to raise your practice to the next level of professional excellence.

Course Content

9:30 am - 9:35 am
  • Welcome and Introduction
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
9:35 am - 10:05 am
  • How to Make Money & Stay Out of Trouble: The 10 Most Common Ethical Problems - A Quick Hit
  • Dorothy Anderson, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
10:05 am - 10:35 am
  • How to Make Money & Stay Out of Trouble: Conflicts of Interest
  • Rodney S. Dowell, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
  • Conflict Management
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
10:35 am - 11:05 am
  • Creating the Attorney/Client Relationship and Communicating with Clients
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
11:05 am - 11:30 am
  • How to Make Money & Stay Out of Trouble: Social Networking
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
  • Joseph M. Makalusky, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
11:30 am - 11:40 am
  • Break
11:40 am - 12:10 pm
  • Law Office Management: Maintaining Files, Billing, Tickler and Other Systems
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
12:10 pm - 12:45 pm
  • How to Make Money & Stay Out of Trouble: Billing and Collecting
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
12:45 pm - 1:10 pm
  • Stress Management and the Impact of Substance Abuse on the Practice of Law
  • Dr. Jeff Fortgang, Ph.D, Lawyers Concerned for Lawyers, Inc., Boston
1:10 pm - 2:10 pm
  • Lunch
2:10 pm - 2:45 pm
  • Best Practices Management Tips: LOMAP or OBC
  • Laura Keeler, Mass LOMAP, Boston
2:45 pm - 3:05 pm
  • Contingent and Other Fee Issues: Mass. R. Prof. C. 1.5
  • Dorothy Anderson, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
3:05 pm - 3:15 pm
  • Break
3:15 pm - 3:30 pm
  • Finances and Accounting Systems: Budgeting, Planning, Tax Requirements, Accounting Systems and Control
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
3:30 pm - 4:00 pm
  • Trust Account Management
  • Rodney S. Dowell, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
4:00 pm - 4:30 pm
  • Ask the Experts Q&A Session
  • Panel
  • Please Note
  • MCLE webcasts are delivered completely online, underscoring their convenience and appeal.
  • There are no published print materials. All written materials are available electronically only.

Speakers

Cochairs
  • James S. Bolan, Esq., Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
  • Rodney S. Dowell, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
Faculty
  • Dorothy Anderson, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston
  • Dr. Jeff Fortgang, Ph.D, Lawyers Concerned for Lawyers, Inc., Boston
  • Laura Keeler, Mass LOMAP, Boston
  • Joseph M. Makalusky, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston