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Self-Study Audio Download

Fee No Evil: Handling Fees and Fee Disputes Ethically and Professionally


Total Credits: 3 CLE, 3 Ethics

Average Rating:
   18
Categories:
Ethics |  Law Practice Management & Technology
Faculty:
Jennifer B Fite |  Meredith L Vivona |  Kelly Ann Goldstein |  Kelly J Flood
Original Program Date:
Oct 16, 2024


Description

Learn how to effectively draft fee agreements to avoid fee disputes and how to handle them when they arise.   

Our panel will also discuss how to determine your fees and fee structures. Topics will include:

  • What types of fees are permissible
  • How do you determine a “reasonable fee”?
  • Dealing with a third-party payer
  • Managing fees, invoices, and your trust account during the representation
  • Collecting your fee after the representation
  • Options for dealing with fee disputes

Chair:
Jennifer Fite, Lawyer Assistance Programs Director, State Bar of Arizona

Faculty:
Thomas J. Cesta, Cesta Legal PLLC
Kelly A. Goldstein, Bar Counsel, State Bar of Arizona
Meredith L. Vivona, Ethics Counsel, State Bar of Arizona

Handouts

Faculty

Jennifer B Fite Related Seminars and Products

State Bar of Arizona


is the Lawyer Assistance Programs Director for the State Bar of Arizona. Before joining the Bar, Jennifer had a varied career working primarily in civil litigation, most recently serving as Litigation Attorney and Managing Partner of a small firm. Jennifer has a Juris Doctorate from Southern Illinois University School of Law, Carbondale and received her Bachelors of Arts in International Relations from the University of Southern California. She has been licensed to practice in the State of Arizona since 2002 and is also admitted to practice in the U.S. District Court for the District of Arizona and the United States Supreme Court. She is a past Judge Pro Tempore.


Meredith L Vivona Related Seminars and Products

State Bar of Arizona


Meredith L. Vivona is the Ethics Counsel for the State Bar of Arizona, where she advises lawyers through the Ethics Hotline, presents ethics related CLE programs, acts as legal advisor to the Fee Arbitration Program, serves on the Ethics Advisory Group and acts as liaison to the Arizona Supreme Court’s Attorney Ethics Advisory Committee. Prior to becoming Ethics Counsel, Meredith served as Practice Management Attorney for Practice 2.0 and the Trust Account Helpline, the State Bar’s confidential practice management and trust account advice program. Before joining the State Bar of Arizona, Meredith served as Independent Bar Counsel, investigating and prosecuting misconduct allegations brought against attorneys, when the Lawyer Regulation Office had a conflict. Part of Meredith’s responsibilities included serving as Acting Disciplinary Counsel for the Commission on Judicial Conduct where she investigated and resolved judicial misconduct complaints. Before serving as IBC, Meredith enjoyed a varied career in private practice, with experience in civil litigation matters throughout the state. Meredith is admitted to practice in Arizona and the U.S. District Court for the State of Arizona. Meredith received her Juris Doctor from Wake Forest Law School in Winston-Salem, North Carolina.


Kelly Ann Goldstein Related Seminars and Products


Kelly A. Goldstein serves as bar counsel to the State Bar of Arizona. Before joining the Bar, Kelly was a commercial litigator, appellate attorney, and former partner at the law firm of Snell & Wilmer, LLP. Kelly has taught professional responsibility at the Sandra Day O’Connor College of Law, co-chaired the State Bar Convention in 2019, and held numerous positions with the American Bar Association, including Co-Chair of the Commercial & Business Litigation Committee, and Co-Chair of its Ethics Subcommittee. Kelly is an American Bar Foundation Fellow and has been recognized by Southwest Super Lawyers and The Best Lawyers in America.


Kelly J Flood Related Seminars and Products

Bar Counsel

State Bar of Arizona


practices at the State Bar of Arizona as Bar Counsel, Litigation, handling attorney discipline matters. Prior to joining the Bar, Kelly was a Supervising Attorney for the ASU Alumni Law Group, a teaching law firm created by the Sandra Day O'Connor College of Law. At the ASU Alumni Law Group, Kelly engaged in the practice and supervision of new attorneys in areas including: complex commercial litigation and class actions, labor and employment, general contract disputes, criminal defense, and appeals in civil, criminal, administrative, and family law. Kelly was also responsible for curriculum development, structured in-house training of new associates, and general law firm management. Before joining the ASU Alumni Law Group, Kelly was a Senior Staff Attorney at the ACLU of Arizona, and before that she was a Shareholder at Polsinelli, in the commercial litigation section. After law school, Kelly clerked on the Arizona Court of Appeals, for Judges Sarah Grant, Rudy Gerber, and Rebecca Berch. Kelly is a graduate of the Sandra Day O'Connor College of Law, where she teaches as an adjunct professor.


Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 18

Comments

Alec H

"practical. expert"

Jeremy P

"Very informative"

Craig R

"Fairly good presentation"

Jason H

"This really helped to get the right information without being talked "at". I appreciated the real world examples."

Sonia S

"It covered a wide range of issues. "

Kurt L

"Very informative"

Michelle R

"I knew most of it but there was some helpful points."

Jessica B

"very informative"