POSTPONED: ODC’s Best-Practices Series for Solos & Small Firms: Episode 1- A CLE to CYA on Your CTA
Date and Time: Monday, March 30, 2020, 12:00pm to 1:00pm
Location: From your computer. TO VERIFY YOUR SYSTEM COMPATIBILITY CLICK HERE
Credit: This seminar qualifies for 1 CLE Ethics Credit.
Reminder: RSCH Rule 22(b) requires one CLE credit in ethics or professionalism education to be completed every three-years.The current block period to complete the ethics requirement is 2018-2020.
$35 HSBA Member (LIVE WEBCAST)
Cost includes the LIVE webcast ONLY which will run from 12:00 pm to 1:00 pm HST.
Same day registrants are welcome, but please register at least one hour before the webcast.
Cancellation/Refunds: Cancellation requests must be received by Monday, March 23, 2020 for a full refund. There will be no refunds if you miss the live webcast.
Please check your system requirements early to avoid missing the program. Availability of HSBA Staff assistance will be limited on the day of the program.
This CLE is the first in a series showcasing practical tips on how to keep in compliance (and out of ODC’s office!) You’ve heard that lawyers can get in serious trouble for even small trust account mistakes, but no one teaches this type of accounting in law school. Whether you manage the books yourself or oversee a bookkeeper, this class will help you learn the basics: how to charge fees under the new rules, how to safely track funds, how to open and close an IOLTA account, what records you need to keep, and how long you need to keep them. We’ll also cover 10 of the most common trust accounting errors that ODC sees -- and how to avoid making them yourself.
Diane Haar, Hawaii Disability Legal Services, LLLC (HDLS)
Diane Haar founded and operates Hawaii Disability Legal Services, LLLC (HDLS), a private, public interest law firm focusing on representation and legal reform for the benefit of individuals with disabilities throughout the state of Hawaii and other Pacific Islands. She represents veterans, homeless individuals, and others at the administrative level, in the Hawaii Federal District Court, the Court of Appeals of Veterans Claims, and before the Ninth Circuit Court of Appeals for benefits from the Social Security Administration and the Department of Veterans Affairs. Diane teaches an annual course to accredit attorneys to represent veterans before the Department of Veterans Affairs, assists in interviewing and training Veterans Services Officers at the Hawaii Office of Veterans Services, serves on the Veterans Treatment Court Advisory Committee, and regularly meets with Hawaii State and Federal Representatives on issues of interest and concern to the individuals she serves. Prior to coming to Hawaii, Diane practiced war crimes litigation before the Eritrea-Ethiopia Claims Commission in The Hague. Diane received her B.S. with Highest Honors from the University of California, Berkeley, and her M.P.H. and J.D. from Yale University.
Rebecca M. Salwin, Hawai'i Office of Disciplinary Counsel
Rebecca M. Salwin is currently the Deputy Chief Disciplinary Counsel for the Hawai‘i Office of Disciplinary Counsel. Before joining ODC, she served as a law clerk in the chambers of the Honorable Magistrate Judge Richard L. Puglisi. Prior to coming to Hawai‘i, she was an assistant public defender in New Mexico and a law clerk to the Honorable Bruce D. Black, District Court Judge for the Federal District of New Mexico. She is a proud graduate of Vanderbilt Law School. When she is not at work, you can find her surfing, biking, and floundering at gardening.
How to Register:
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ADA Accommodation: If you would like to request an accommodation, please contact us at email@example.com or call 537-1868 and ask for the HSBA CLE Department at least 2 business days before the seminar.
Notice of Videotaping: With the permission of guest speakers, the HSBA selectively webcasts and videotapes CLE seminars for attorneys not physically present in the seminar room. As an in-person attendee your voice and likeness may be included in the webcast or videotape. By attending the seminar you are authorizing the HSBA to include name, voice and likeness to the extent included in the webcast or video recording. Video recordings may be made available or purchase and viewing on the HSBA website.
Questions? Please contact HSBA CLE Department at 537-1868 or CLE@hsba