Madison Monthly Meeting (Joint)

September 18, 2018
12:00 PM - 1:30 PM
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Quarles & Brady LLC
33 E. Main Street, Suite 900
Madison, WI

Topic: Records Retention, E-Banking and Trust Account Rules
Speaker:  Aviva Kaiser, State Bar of Wisconsin 
Leader:  Bridget Lueck

Session Description: 
Last year, the State Bar's Standing Committee on Professional Ethics recently issued two Wisconsin Formal Ethics Opinions: EF-16-03 "The Ethical Obligation of the Lawyer to Surrender the File upon Termination of Representation" and EF-17-01 "Retention and Destruction of Closed Client Files".  These opinions were issued to clarify the lawyer's ethical obligation and to withdraw some older opinions which were confusing or were no longer consistent with the way SCR 20:1.16(d) is currently enforced and interpreted. Also, Aviva will review E-Banking and Trust Account Rules, and everything your firms needs to know.

This luncheon is sponsored by our Gold Level Business Partner, M3 Insurance.  The costs to attend this luncheon is at no charge for members and $30 for guests.  Please make your check payable to WALA.


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$0.00 Member Ticket

$30.00 Non-Member Ticket