Estate Planning/Probate Section Meeting
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REGISTRATION IS CLOSED FOR THIS EVENT
WALK-IN IS NOT AN OPTION FOR THIS EVENT
ESTATE PLANNING/PROBATE SECTION MEETING
FEBRUARY 9, 11:45 A.M.
Speaker: Jeanne Huey
Topic: Keys to Getting Paid: Ethical Best Practices From Fee Agreements to Closing the File
This program will provide an overview of the ethics rules that are the keys to getting paid. The discussion will include the Texas ethics rules, comments, and opinions and show how they can be better utilized throughout your practice to make a positive impact on your bottom line. Attorneys of all ages, experience and practice areas will benefit from a fresh look at the importance of ethics to getting paid, as well as practical tips and best practice suggestions to apply them to your practice—from the initial engagement agreement to communicating about the work being done to issuing—and collecting on—that final invoice.
1.0 Ethics Credit for CCBA Members
The location is Matt's Rancho Martinez, 401 Central Expy S, Allen. It is necessary that you RSVP your attendance in order that we may have sufficient seating and food for the luncheon. The registration deadline is FEBRUARY 7, NOON. Please plan to arrive no later than 11:40 am to go through the buffet and be seated by 11:50. WE ENCOURAGE YOU TO RSVP ONLY IF YOU WILL BE ABLE TO ATTEND IN ORDER TO HAVE AN ACCURATE HEAD COUNT FOR FOOD. In the event you cannot attend, please notify the section chair, Gary Ward, at gary@gward.net, so that the head count can be reduced. The section is charged for your non-attendance if it is not adjusted in advance of the meeting. THIS MEETING IS OPEN TO ALL CCBA MEMBERS.
NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CLE LINK WILL BE AVAILABLE IMMEDIATELY AFTER REGISTRATION. SUBMIT ATTENDANCE WITH THE LINK AFTER THE MEETING (NO SELF-REPORTING). SUBMISSION DEADLINE: 2/13/24. SAVE THE LINK FOR THE DAY OF THE MEETING!
