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How to Make Money & Stay Out of Trouble

  • Training

  • 6 Hours
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5866352
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.

Important Note

: If you seek credit for this program to meet a requirement set forth by the Massachusetts Board of Bar Overseers, please be sure to register for the live webcast only and affirmatively select and click the tracking/attendance prompt options throughout the program.

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.,
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 (LCL | MassLOMAP), Boston

1:10 pm - 2:10 pm
Lunch

2:10 pm - 2:45 pm
Best Practices Management Tips: LOMAP or OBC
Laura Keeler,
Lawyers Concerned for Lawyers (LCL | MassLOMAP)., 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.,
Massachusetts Board of Bar Overseers, Boston

4:00 pm - 4:30 pm
'Ask the Experts' Q&A Session
Panel

Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Speakers

Cochairs
James S. Bolan, Esq.,
Brecher, Wyner, Simons, Fox & Bolan LLP, Newton
Rodney S. Dowell, Esq.,
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 (LCL | MassLOMAP), Boston
Laura Keeler,
Lawyers Concerned for Lawyers (LCL | MassLOMAP)., Boston
Joseph M. Makalusky, Esq.,
Office of Bar Counsel, Massachusetts Board of Bar Overseers, Boston