This guide discusses the proper handling of monetary funds belonging entirely or partially to a client or third person that, as required by the rule, must be kept separate from the lawyer’s own funds by depositing the funds into a trust account.
How to Obtain a Refund of Unearned Fees You Paid Your Attorney
|Resources for the PublicHow to Obtain a Refund of Unearned Fees You Paid Your AttorneyWritten byThe LPM DepartmentJanuary 18, 2024Share this PostIf you attorney has died, closed their office, or is otherwise not able to be located, here are some suggestions for locating your client file or documents, like a will. If Your Attorney Has …
Locating Your Client File, Documents, or Will
|Resources for the PublicLocating Your Client File, Documents, or WillWritten byThe LPM DepartmentJanuary 18, 2024Share this PostIf your attorney has died, closed their office, or is otherwise not able to be located, here are some suggestions for locating your client file or documents, like a will. 1) If the attorney has died: Contact the State …
Opening a Small or Solo Law Firm in Texas: Choosing an Entity Structure and Other Requirements
|Starting a PracticeOpening a Small or Solo Law Firm in Texas: Choosing an Entity Structure and Other RequirementsWritten byThe LPM DepartmentNovember 7, 2023Share this PostThe State Bar’s Law Practice Management Department often receives questions about starting a small or solo law firm in Texas. The most common questions include whether there are specific requirements for …
Sample File Retention Policy
|Maintaining a Practice|Starting a PracticeSample File Retention PolicyWritten byThe LPM DepartmentOctober 12, 2023Share this PostThis file retention policy is a sample to help lawyers prepare their own file retention policies and should be adapted to meet the needs of each lawyer’s individual practice. This sample policy does not cover all situations in all law practices …
Practice Tip Checklist for Developing a File Retention Policy
|Maintaining a Practice|Starting a PracticePractice Tip Checklist for Developing a File Retention PolicyWritten byThe LPM DepartmentOctober 11, 2023Share this Post1.) Ask your malpractice carrier for file retention guidance 2.) At a minimum, include the following in your file retention policy How the client will be notified of your file retention policy. How the client can …
Practice Tips Regarding File Retention, Destruction, and Establishing a File Retention Policy
|Maintaining a Practice|Starting a PracticePractice Tips Regarding File Retention, Destruction, and Establishing a File Retention PolicyWritten byThe LPM DepartmentOctober 11, 2023Share this PostIntroduction Although there is no rule that specifically lays out the requirements for client file retention and destruction, the Texas Disciplinary Rules of Professional Conduct and a few ethics opinions provide practice tips, …
A Closer Look at the Succession Planning Toolkit [VIDEO]
Steve Bolden (Chair of the State Bar of Texas Law Practice Management Committee) highlights the Succession Planning Toolkit and the importance of succession planning for young and older attorneys.
Succession Planning: The Importance of Designating a Custodian [VIDEO]
Join past State Bar of Texas president Laura Gibson as she highlights the importance or designating a custodian.
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