ODC has created the following documents to provide practical assistance. These documents do not insulate the user from professional discipline, and neither the Disciplinary Board nor the Hawaiʻi Supreme Court was involved in providing them.
CLE Videos
Closing a Law Practice & Succession Planning: Don’t Make Your Family Do It! (Part 2) (9/1/2022)
Aging Lawyer Crises – Estate Planners to the Rescue! (10/19/2021)
Closing a Law Practice and Succession Planning: Don’t Make Your Family Do It! (Part 1) (9/2/2021)
Overview of Attorney Discipline in Hawai’i (produced for new admittees) (5/14/2021)
PBS Hawai’i: Hawai’i Rules of Professional Conduct (4/18/2019)
CLE Handouts
ABC’s of ODC – the basics (11/1/2019)
The New Flat-Fee Rule: Now What? (10/11/2019)
End Games (handout) (4/2/2019)
GUIDELINES FOR CLOSING A LAW PRACTICE
Guidelines for closing down a law practice (10/21/2015)
Closing IOLTA Account – Checklist (11/19/2019)
CLIENT TRUST ACCOUNT PRACTICE FORMS
To reconcile pooled trust accounts (i.e., IOLTA) read:
Records Needed for Accounting
Reconciliation – Instructions
[Sample] Reconciliation Report
[Sample] Client Subsidiary Ledger
Generic forms to use (MS. Word documents):
Subsidiary Ledger form
Reconciliation form
LAW PRACTICE SELF-ASSESSMENT
Comprehensive self-check of your law practice:
01. Client Selection
02. Declining Cases
03. Accepting New Cases
04. Client Relationships & Fee Arrangements
05. Ending the Representation
06. Handling Funds
07. Policies & Procedures
08. Office Sharing
09. Partnerships and Shared Practices
10. Technology
11. Supervising Staff
12. Conflict of Interest
13. Billing
14. Marketing Your Firm
15. Personal Work Habits
Note: All self-assessment files are downloadable Microsoft Word files. Please check your Downloads folder on your device if you do not immediately see the file after clicking on any of the links above.