Continuing Legal Education

Legal Issues a New Lawyer Should Know: Traffic, Estate Planning & Law Office Management Basics

February 28, 2013
12:00 – 4:30 p.m.
4.25 MCLE hours, including 2.50 approved Professional Responsibility MCLE credit hours

ISBA Chicago Regional Office
20 S. Clark St., Suite 900
(map and directions)

Starting your own practice? Then don’t miss this opportunity to get the basic information you need on a wide variety of topics – from representing friends and family in simple traffic law cases, to understanding the financial aspects of starting your own law firm and using technology to market your new practice! As a new attorney attending this half-day seminar, you will better understand:

  • The financial issues and concerns with starting your own practice, including lines of credit and budgeting the bills;
  • How to settle on a business entity preference;
  • Client retainer and referral agreements;
  • How to handle basic estate plans, and knowing which cases should be referred to someone else;
  • Basic traffic law issues, including moving citations, red light tickets, and cell phone violations;
  • How to set up an IOLTA account;
  • The risk management and malpractice issues new lawyers often face; and
  • How to ethically market your new legal practice.
Please Note: Prior to the program, you will receive a weblink via email allowing you to access the course materials prior to the program. You will also receive a copy of the course materials (for no additional charge) when you arrive at the program, but will need to check the appropriate box on the registration page letting us know if you prefer a flash drive or printed course book.


Program Coordinator:
Debra Liss Thomas, Attorney at Law, Chicago

Program Moderator:
Jean A. Kenol, Mahoney, Silverman & Cross, LLC, Joliet



12:00 – 1:00 p.m.  The Economics of Starting Your Own Law Practice*
Get the information you need to start your own law practice with this informative segment! Our speakers discuss their business entity choices, budgeting, office space concerns, lines of credit considerations, and other financial aspects of starting your own firm. Additional topics include: bills, client retainer agreements, and referrals.
Juliet E. Boyd, Boyd & Kummer LLC, Chicago
Michael P. DiNatale, DiNatale Law Offices PC, North Riverside

1:00 – 1:45 p.m.  Important Estate Planning Issues for the New Lawyer
This comprehensive overview explores the basic estate planning issues that every new lawyer should know – from revocable trusts (living trusts) and Last Will and Testament, to Power of Attorney for Property, Power of Attorney for Health Care, and living will issues regarding HIPAA releases. As a newer attorney, these things will almost certainly cross your path, so come learn what is required to handle a basic estate plan – and whether you should handle a particular case yourself or refer the matter out.
Samuel M. Dotzler, Dotzler Law, LLC, Chicago
Katherine A. Chamberlain, Law Office of Katherine Chamberlain, P.C., Princeton

1:45 – 2:00 p.m.  Break (refreshments provided)

2:00 – 3:00 p.m.  Traffic Law Primer
At one point or another, most attorneys are asked by friends, family, or colleagues about representing them in a traffic law matter – regardless of your practice law area. This presentation discusses basic traffic law issues and gives you the tools you need to represent a traffic law case, including how to appear on a basic moving citation, handling a red light ticket, and representing a cell phone citation, as well as basic DUI law and suspension law.
J. Randall Cox, Feldman Wasser Draper & Cox, Springfield
Lisa L. Dunn, Massucci, Blomquist & Anderson, Arlington Heights

3:00 – 4:00 p.m.  IOLTA Accounts Made Simple and Other Malpractice Issues*
In this segment, our speaker focuses on how to set up an IOLTA account and the requirements for properly setting up a firm. Topics include: necessary paperwork, managing trust accounts, new laws on IOLTA accounts, recent case law issues impacting law firms, facts about risk management and malpractice, and important issues to be aware of when starting your own practice.
Mary F. Andreoni, Illinois Attorney Registration and Disciplinary Commission, Chicago

4:00 – 4:30 p.m.  Ethical and Practical Uses of Technology in Your Practice*
Like any new business, law firms must be marketed for the best possible exposure to new and potential clients. This session explores the various options available to lawyers who are setting up their own firms and offers an in-depth examination of free vs. paid websites, effective social media tools, and how to ethically use the latest technology to help market your new practice.
Sarah E. Toney, The Toney Law Firm LLC, Chicago