Money Management For Lawyers And Clients

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Money Management for Lawyers and Clients

Robert W. Hamilton
Money Management for Lawyers and Clients Book PDF

Author : Robert W. Hamilton
Publisher : Aspen Publishers
Page : 612 pages
File Size : 49,5 Mb
Release : 1993
Category : Business enterprises
ISBN : STANFORD:36105061064213

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Money Management for Lawyers and Clients by Robert W. Hamilton Pdf

Give your students the essential background all attorneys need for handling financial affairs-whether their own or their clients'. MONEY MANAGEMENT FOR LAWYERS AND CLIENTS: ESSENTIAL CONCEPTS AND APPLICATIONS by business authority Robert Hamilton clearly and realistically explains the fundamentals of financial transactions and provides an excellent orientation for law students with limited experience in personal finance. Practical and concise, this inexpensive paperback focuses on basic principles and financial transactions that average individuals commonly face: purchasing residential real estate, automobiles, and life insurance evaluating employer-provided retirement plans handling and investing funds establishing systematic savings plans for person living on fixed incomes planning for retirement borrowing funds at the most favorable rate solutions for those in debt due to misuse of credit strategies For The employee who is unexpectedly laid off or fired Assign or recommend this handy resource For The following courses-real estate transactions or finance, consumer law, and insurance law. it will help your students with their coursework now and serve them throughout their careers.

Lawyer Finances-Principles and Practices for Personal and Professional Financial Success

Nelson P. Miller,Mark A. Michon,Paul T. Sorensen
Lawyer Finances Principles and Practices for Personal and Professional Financial Success Book PDF

Author : Nelson P. Miller,Mark A. Michon,Paul T. Sorensen
Publisher : Vandeplas Pub.
Page : 290 pages
File Size : 53,7 Mb
Release : 2014-07
Category : Business & Economics
ISBN : 1600422233

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Lawyer Finances-Principles and Practices for Personal and Professional Financial Success by Nelson P. Miller,Mark A. Michon,Paul T. Sorensen Pdf

Too few lawyers know the financial principles and practices that make for personal and professional success. Lawyers are very good at many things necessary for law practice. They know the law and have the skills and identity to put the law to good use for their clients. They sometimes overlook, though, that their personal and professional finances can determine how long and effectively they are able to serve those clients. Finances can determine the success and failure of lawyers and their firms. Personal finances can make and break individual lawyers. When lawyers discern and follow sound financial principles and practices, they gain rewarding and sustaining peace of mind, purpose, stability, and security. Finances can also make and break firms. When the managing members of firms agree on and follow sound professional financial principles and practices, they lay and build a foundation for sustainable practice. This book introduces principles of personal and professional finance for lawyers. For lawyers personally, the subjects include financial statements and budgeting, risk management and insurance planning, and investment and retirement planning. For law firm financial management, the subjects include legal and capital structures, annual financial plans, balance sheets, working capital, operating statements, ratio analyses, and financial targets. Lawyers and law students who read this book should find encouraging confirmation of core commitments that they and others whom they trust have made and followed around finances. The principles and practices this book promotes are not a get-rich-quick scheme. They instead help lawyers prepare, plan, and practice wisely using modern methods made sound with the wisdom of the ages.

Client Money

R. Mortensen
Client Money Book PDF

Author : R. Mortensen
Publisher : Unknown
Page : 128 pages
File Size : 49,7 Mb
Release : 2017-03-23
Category : Electronic
ISBN : 0409342076

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Client Money by R. Mortensen Pdf

This valuable text provides comprehensive and detailed guidance on the law and professional standards and ethics governing the role of lawyers in handling money held for a client, with a particular focus on lawyers' trust account management. It covers all Australian jurisdictions, and includes the Legal Profession Uniform Law now in force in New South Wales and Victoria.As the security of trust money rests significantly on how lawyers account for trust account transactions, the accounting required by law is explained and examples are given to illustrate how accounts are to be kept. The more general legal responsibilities relating to handling of others' money are also discussed, including those arising in contract, tort and under fiduciary and trustees' duties. The author also addresses the statutory powers that underpin civil remedies such as the ordering of accounts and appointment of receivers.The scope and depth of coverage of this work make it essential reading for legal practitioners, students and graduates undertaking practical legal training.Features· Comprehensive coverage Australia-wide of trust account requirements · Identifies the underlying ethical responsibility of practitioners in managing client funds· Ensures appropriate awareness of the consequences of breach· Includes plentiful accounting examples· Clear, accessible explanations Related TitlesEbejer, LexisNexis Questions and Answers: Legal Practice and Ethics, 2nd ed, 2016MacFarlane & Ross, Ethics, Professional Responsibility and Legal Practice, 2017Ross, Ethics in Law: Lawyers' Responsibility and Accountability, 6th ed, 2014

Client Management for Lawyers Second Edition

Alexander Y. Benikov
Client Management for Lawyers Second Edition Book PDF

Author : Alexander Y. Benikov
Publisher : Createspace Independent Publishing Platform
Page : 230 pages
File Size : 55,7 Mb
Release : 2018-04-16
Category : Electronic
ISBN : 1986766535

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Client Management for Lawyers Second Edition by Alexander Y. Benikov Pdf

Client Management may be the single hardest part of being a lawyer. The second edition improves on the first and adds material. Talk to any attorney and they will tell you this is true. Law schools do not spend enough time teaching students how to manage clients. The difference between having a happy legal career and a miserable one can come down to how a lawyer deals with their clients. I believe that any lawyer or law student who reads Client Management For Lawyers will find it useful and beneficial. The Second Edition adds a lot of useful information not found in the First Edition.

Representing the Elderly Client

Thomas D. Begley (Jr.),Jo-Anne Herina Jeffreys
Representing the Elderly Client Book PDF

Author : Thomas D. Begley (Jr.),Jo-Anne Herina Jeffreys
Publisher : Wolters Kluwer
Page : 812 pages
File Size : 45,6 Mb
Release : 2004-01-30
Category : Political Science
ISBN : 0735552398

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Representing the Elderly Client by Thomas D. Begley (Jr.),Jo-Anne Herina Jeffreys Pdf

Are you ready to go beyond advising and planning to actively advocating the interests of your elderly clients? You can be, with this two volume handbook from two veteran elder law advocates. In a systematic and practical fashion, the authors address each key practice issue and provide an overview of the basic rules and guiding statutes/regulations, in-depth analysis of elder law practice together with guiding case law, and step-by-step explanation of the advocacy process, revealing how law operates in the real world and where things can go wrong. Plus you'll get their practice-tested minisystem for effective advocacy. After an introductory section explores basic principles, Representing the Elderly Client: Law and Practice addresses the six areas you'll encounter most often: Medicaid Special Needs Trusts Medicare and Managed Care Elder Abuse Nursing Home and LTC Facilities Intra-family and Postmortem Advocacy for Elderly Clients and Heirs. Practice forms, flowcharts, and tables put all essential information at your fingertips. The forms contained in the Author's Advocacy Mini-systems will save you hours of preparation time. Start finding effective solutions to your elderly clients' problems with Representing the Elderly Client: Law and Practice. Along with your Representing the Elderly Client two-volume print set, you'll receive a FREE CD-ROM containing word processing documents used in handling some of elder law's most complex concerns.

The Right to Counsel and the Protection of Attorney-Client Privilege in Criminal Proceedings

Lorena Bachmaier Winter,Stephen C. Thaman,Veronica Lynn
The Right to Counsel and the Protection of Attorney Client Privilege in Criminal Proceedings Book PDF

Author : Lorena Bachmaier Winter,Stephen C. Thaman,Veronica Lynn
Publisher : Springer Nature
Page : 440 pages
File Size : 50,6 Mb
Release : 2020-06-10
Category : Law
ISBN : 9783030431235

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The Right to Counsel and the Protection of Attorney-Client Privilege in Criminal Proceedings by Lorena Bachmaier Winter,Stephen C. Thaman,Veronica Lynn Pdf

The book provides an overview of the right to counsel and the attorney-client privilege in the following 12 jurisdictions: China, Germany, Greece, Italy, Japan, the Netherlands, Portugal, Spain, Switzerland, Turkey, UK and USA. The right to counsel is a fundamental right providing the accused access to justice in criminal proceedings. Lawyers can only practice their profession properly if clients have complete trust in their lawyer’s discretion. This trust is safeguarded by the attorney-client privilege, which is an indispensable part of every constitutional state and one of the most important professional duties of a lawyer. It is of particular importance in criminal proceedings regarding the protection of the confidentiality of lawyer-client communications in the different procedural stages, coercive measures as well as the various duties and interests in play. However, the communications protected by attorney-client privilege vary greatly from country to country. With regard to criminal investigations in an increasingly globalised world, where sophisticated tools enable broad digital investigations, there is an urgent need to clarify how this fundamental right is protected at both the national and supranational level. Each chapter explores the regulations, practices and recent developments in each jurisdiction and was written by highly qualified experts in the legal field – from academia and practice alike. It identifies possible solutions and best practices, providing valuable insights for practitioners and law-making bodies alike regarding the actual protection (or lack thereof) of lawyer-client confidentiality in the pretrial and trial stage of criminal proceedings.

Contemporary Law Office Management

Lori Tripoli
Contemporary Law Office Management Book PDF

Author : Lori Tripoli
Publisher : Aspen Publishing
Page : 369 pages
File Size : 46,7 Mb
Release : 2015-01-28
Category : Law
ISBN : 9781454846123

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Contemporary Law Office Management by Lori Tripoli Pdf

Practical and engaging introduction to Law Office Management for paralegals. Features: Comprehensive overview of the basics of law office management in today's legal environment. Features real-world examples of law office management issues faced in the law office today. Includes helpful vocabulary, constructive discussion starters, and useful case excerpts underscoring core concepts. All of these help instructor's engage students with the material. Discussion questions and case studies are provided at the end of each chapter to reinforce the material. Each chapter includes review checklists and additional resources to help students master the concepts. Students are taught the ethical requirements of the legal business but are also challenged to understand their real-world underpinnings. New to the Second Edition: Updated to reflect changes in the legal profession as clients demand economically viable solutions and technology increasingly allows lawyers to provide them Coverage of The Patient Protection and Affordable Care Act in Chapter 5. Coverage of sustainability in facility management in Chapter 6 More focus on developing demonstrable skills useful in law office management, in the legal field, and beyond Greater emphasis on client relationship management and legal project management by all members of the legal team Career preparation tips in every chapter Chapter outcomes added to the beginning of every chapter Coverage of texts and instant messaging in Chapter 7 New section on Marketing the Law Firm in Chapter 8 Enhanced discussion of social media and its usefulness in law firm marketing

The Lawyer's Guide to Increasing Revenue

Arthur G. Greene
The Lawyer s Guide to Increasing Revenue Book PDF

Author : Arthur G. Greene
Publisher : American Bar Association
Page : 184 pages
File Size : 55,8 Mb
Release : 2005
Category : Business & Economics
ISBN : 1590314220

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The Lawyer's Guide to Increasing Revenue by Arthur G. Greene Pdf

"Are you ready to look beyond cost-cutting and toward new revenue opportunities? Learn how you can achieve growth using the resources you already have at your firm. Discover the factors that affect your law firm's revenue production, how to evaluate them, and how to take specific action steps designed to increase your returns. You'll learn how to best improve performance and profitability in each of the key aspects of your law firm."--BOOK JACKET.

The Fundamentals of Hedge Fund Management

Daniel A. Strachman
The Fundamentals of Hedge Fund Management Book PDF

Author : Daniel A. Strachman
Publisher : John Wiley & Sons
Page : 246 pages
File Size : 44,6 Mb
Release : 2012-05-23
Category : Business & Economics
ISBN : 9781118239230

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The Fundamentals of Hedge Fund Management by Daniel A. Strachman Pdf

Updated edition of the book that gives investors, advisors, and managers the tools they need to launch and maintain a hedge fund in today's economy The hedge fund industry has gone through dramatic changes in recent years. Investors of all types continue to want to place their assets into these investment vehicles even in the wake of the credit crisis, massive frauds, and insider trading scandals. Once the forbidden fruit of Wall Street, hedge funds are now considered "must have" investments in any diversified portfolio. Now in its second edition, The Fundamentals of Hedge Fund Management is revised and updated to address how the credit crisis, legislation, fraud, technology, investor demand, global markets, and the economic landscape have affected the industry. Providing readers with a detailed and in-depth analysis of the world of hedge funds, the people working in it, and a look at where it's headed, the book is a timely and indispensable reference and research tool for helping professional money managers, traders, and others to launch and grow successful hedge fund businesses. Addresses how the credit crisis and its fallout has affected the hedge fund industry and what this means for the future Provides the essential information needed to launch and maintain a successful hedge fund in the new global economy Walks the reader through running a hedge fund, helping you to gain success over years, not just months An essential resource for anyone looking to invest in these much-discussed investment products, The Fundamentals of Hedge Fund Management, Second Edition is now fully revised and updated.

Results-oriented Financial Management

John G. Iezzi
Results oriented Financial Management Book PDF

Author : John G. Iezzi
Publisher : American Bar Association
Page : 276 pages
File Size : 51,7 Mb
Release : 2003
Category : Business & Economics
ISBN : STANFORD:36105063219252

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Results-oriented Financial Management by John G. Iezzi Pdf

This hands-on, how-to book will provide law firms with budget and financial knowledge they need to make critical financial decisions.

Model Rules of Professional Conduct

American Bar Association. House of Delegates,Center for Professional Responsibility (American Bar Association)
Model Rules of Professional Conduct Book PDF

Author : American Bar Association. House of Delegates,Center for Professional Responsibility (American Bar Association)
Publisher : American Bar Association
Page : 216 pages
File Size : 41,5 Mb
Release : 2007
Category : Law
ISBN : 1590318730

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Model Rules of Professional Conduct by American Bar Association. House of Delegates,Center for Professional Responsibility (American Bar Association) Pdf

The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Real Life Financial Planning for Young Lawyers

Thomas A. Haunty,Todd D. Bramson
Real Life Financial Planning for Young Lawyers Book PDF

Author : Thomas A. Haunty,Todd D. Bramson
Publisher : Unknown
Page : 96 pages
File Size : 45,7 Mb
Release : 2006
Category : Business & Economics
ISBN : 1596225416

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Real Life Financial Planning for Young Lawyers by Thomas A. Haunty,Todd D. Bramson Pdf

Real Life Financial Planning for Young Lawyers should be required reading for every young lawyer. Practicing law today brings many challenges that prevent lawyers from adequately addressing their own finances. This book will give you a blueprint to help you get your ?financial house? in order. Practical steps are presented on how to build a solid long-term financial plan that addresses every level of your finances from budgeting and insuring to investing and taxes. You will be motivated and encouraged on how to meet your financial goals by making your money work as hard as you do. This is the financial information you wish they taught in law school. There is an amazing amount of practical advice packed into this book based on the wisdom gained from over 17,000 individual meetings that the authors have had with their clients.....people just like you. You will learn how to: ? organize your financial affairs to meet YOUR needs; ? prioritize decisions so that you know WHAT to do WHEN; ? maximize financial security with CORRECT insurance and asset protection strategies; ? get CONTROL of your financial life; ? begin a path toward FINANCIAL INDEPENDENCE; ...and much, much MORE!

Goals-Based Wealth Management

Jean L. P. Brunel
Goals Based Wealth Management Book PDF

Author : Jean L. P. Brunel
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 47,8 Mb
Release : 2015-02-20
Category : Business & Economics
ISBN : 9781118995938

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Goals-Based Wealth Management by Jean L. P. Brunel Pdf

Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.

Anti-Money Laundering and Combating the Financing of Terrorism - Observations from the Work Program and Implications Going Forward - Supplementary Information

International Monetary Fund. Monetary and Financial Systems Dept.,International Monetary Fund. Legal Dept.,World Bank,International Monetary Fund. Secretary's Department
Anti Money Laundering and Combating the Financing of Terrorism Observations from the Work Program and Implications Going Forward Supplementary Information Book PDF

Author : International Monetary Fund. Monetary and Financial Systems Dept.,International Monetary Fund. Legal Dept.,World Bank,International Monetary Fund. Secretary's Department
Publisher : International Monetary Fund
Page : 58 pages
File Size : 50,6 Mb
Release : 2005-08-31
Category : Social Science
ISBN : 9781498331180

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Anti-Money Laundering and Combating the Financing of Terrorism - Observations from the Work Program and Implications Going Forward - Supplementary Information by International Monetary Fund. Monetary and Financial Systems Dept.,International Monetary Fund. Legal Dept.,World Bank,International Monetary Fund. Secretary's Department Pdf

The first part presents the findings concerning overall compliance with the revised standard and methodology and the second part compares these findings to those of assessments under the old methodology. The third part discusses interpretative and application issues and the fourth describes logistical issues based on the experience of the assessments carried out to date.

Corruption Proofing in Africa

Dan Kuwali
Corruption Proofing in Africa Book PDF

Author : Dan Kuwali
Publisher : Taylor & Francis
Page : 329 pages
File Size : 40,8 Mb
Release : 2024-03-11
Category : Political Science
ISBN : 9781003855736

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Corruption Proofing in Africa by Dan Kuwali Pdf

This book outlines evidence-based and data-driven strategies for combating grand corruption in Africa. Although the causes of corruption vary from country to country, this book suggests that corruption in Africa is often a direct consequence of poorly conceived legislation, policies, and institutional loopholes. The authors in this solution-oriented book converge in arguing that effective strategies to combat corruption (corruption proofing) should integrate an independent enforcement system, vigilant civil society, vibrant media, and political leadership. Utilising empirical evidence and a systems thinking approach, the contributors also uncover root causes of corruption and identify high-leverage interventions to prevent abuse of entrusted power for personal gain. The book recommends an integrated proactive strategy that includes top-down, bottom-up, and multi-stakeholder approaches in the implementation of anti-corruption legislation and policies. Bringing together multidisciplinary and transdisciplinary research, the chapters in this volume include case studies from selected countries on the continent, including Cameroon, Kenya, Malawi, Namibia, Uganda, and Zimbabwe. Providing readers with a range of effective and functional initiatives in combating corruption in Africa, this book will be of interest to students and researchers of corruption, governance, ethics, peace and security, development, and African studies, as well as policymakers, practitioners, development partners, among other stakeholders.