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 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