20 Questions for Your Trust Account

Peter Bolac

This 20-question checklist will help insure that your trust account is in tip-top shape for 2014. Generally speaking, you should be able to answer in the affirmative to each of these questions.

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Four Ways to Turn a Blunder Into a Bonanza

Jay Reeves

You’re just back from a restful vacation. You settle in behind your desk, open the first file in the towering pile and discover to your horror that a crucial deadline passed unnoticed while you were gone. The problem appears fatal, final and unfixable.

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Why You Should Take a Closer Look at UM/UIM Coverage

Kelly Gold

What exactly is UM/UIM and what does it cover?  Uninsured Motorists (UM) and Underinsured Motorists (UIM) is designed to cover the cost of medical bills, lost wages, or property damage when you are involved in an accident and the party at fault is either underinsured or not insured at all.

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Law Firm Succession: Secrets to a Successful Transition By Selling Your Practice

When: September 24, 2014

Registration: 8:30 am
Seminar: 9:00 am - 4:00 pm

Location:
      Grandover Resort
      One Thousand Club Road
      Greensboro, NC 27407
      www.grandover.com

We have a discounted room rate at the Grandover Resort for this program.  If you would like an overnight room, please call the Grandover directly at (800) 472-6301 and ask for the Lawyers Mutual room rate of $175 per night for King or Double Queen.

Cost:
     $99 for insureds;
     $199 for non-insureds
     (Networking lunch included in ticket price.)

Click here for registration information

More Information: www.lawyersmutualnc.com/cle/non-credit-programs

This program does not qualify for CLE credit.

Topics:

Most solo and small firm practitioners avoid thinking about retirement or the time when they are going to exit their practice. They seldom consider selling their law practice, but it is a viable option for many practicing attorneys. This educational program (not for CLE credit) will assist you in planning for a transition. Join us as we discuss the opportunities and challenges in selling your practice, the keys to a successful transition, how to value a law practice and find a potential buyer, whether you should consider a broker, the overall developing marketplace and process to sell a practice and what to consider in maintaining client relationships and other items during the transition and after.

Questions? Contact Client Services at 800.662.8843 or RiskMgt@LawyersMutualNC.com.

Support for Your Staff

Practice management tips

2014 Practice Skills for Paralegals

NCBA

When: October 2, 2014

Where: NC Bar Center

Registration: www.ncbar.org/cle

Join paralegals in attending the first Practical Skills for Paralegals program. 

This program offers outstanding opportunities to grow professionally, network with others in your field and refresh a rarely-used skill or learn some new ones in order to help energize your career.

 

Other Upcoming Events

THE INTERSECTION OF PERSONAL BRANDING AND SOCIAL MEDIA: Harnessing the Power of LinkedIn to Build a Personal Brand

a ABA Women Rainmakers program

Note: 2 locations and dates

Greensboro:
Tuesday, September 16, 12:00 p.m. – 1:30 p.m.

Brooks Pierce
230 N. Elm St.
19th Floor of 2000 Renaissance Plaza
Greensboro, NC 27401

Greensboro registration information

Raleigh:
Wednesday, September 17, 11:30 a.m. – 1:30 p.m.

Cranfill Sumner & Hartzog LLP
5420 Wade Park Blvd.
Suite 300
Raleigh, NC 27607
Phone: 919-828-5100

Raleigh registration information

Do you want to create or improve your LinkedIn presence? If so, this program will help you strategically construct a compelling LinkedIn profile that reflects your personal brand and will show you how to leverage the power of LinkedIn to enhance your career.

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Dan K. Moore Program in Ethics: Emerging Issues in Privilege and Conflicts of Interest

a UNC School of Law program

When: Friday, October 24, 2014, 9:30 a.m. - 3:00 p.m.

Registration: https://events.law.unc.edu/register/?cid=2437

Location: The UNC Center for School Leadership Development, Chapel Hill, NC

This program qualifies for 4 hours of State Bar Ethics/Professional Responsibility CLE credit.

This year's program, Emerging Issues in Privilege and Conflicts of Interest, provides 4 hours of Continuing Legal Education credit in Ethics and Professional Responsibility.  It will include discussion of:

  • Work Product and the Business Lawyer;
  • Lawyer-Client Disputes and the Privilege for Communications within a Law Firm with the Firm's Own In-House Counsel;
  • Attorney-Client Privilege and the Internal Investigation;
  • Attorney-Client Privilege and Conflicts of Interest in Mergers & Acquisitions; and
  • Conflicts of Interest in a Complex World

Have a question? Email us at unclawcle@unc.edu.

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DIY Legal Marketing for Solos and Small Firms

a Legal Marketing Association program

When: November 7, 2014

Location: Campbell Law School

Cost: $25

Registration:https://events.r20.constantcontact.com/register/eventReg?oeidk=a07e9jm1yfp5c337acc&oseq=&c=&ch=

This program will not offer CLE credit.

The seminar is designed for private practice attorneys who have limited marketing experience and want to determine the most cost effective ways to expand their practices. Topics to be covered include:

  • Ethic rules regarding where and how attorneys can market
  • Defining what makes your firm unique from your competitors
  • Social media, web-sites, strategic networking, content marketing
  • Marketing at no cost with public relations
  • Writing a marketing budget