Vermont Bar Journal, Vol. 40, No. 2 Vermont Bar Journal, Spring 2017, Volume 43, No. 1 | Page 41
erally speaking, you should maintain all
trust account records for at least five years
after termination of the representation al-
though the exact time frame may differ
among jurisdictions.
____________________
ALPS Risk Manager Mark Bassingth-
waighte, Esq. has conducted over 1,000
law firm risk management assessment vis-
its, presented numerous continuing legal
education seminars throughout the United
States, and written extensively on risk man-
agement and technology. Check out Mark’s
recent seminars to assist you with your solo
practice by visiting our on-demand CLE li-
brary at alps.inreachce.com. Mark can be
contacted at: [email protected].
Disclaimer: ALPS presents this publica-
tion or document as general information
only. While ALPS strives to provide accu-
rate information, ALPS expressly disclaims
any guarantee or assurance that this pub-
lication or document is complete or accu-
rate. Therefore, in providing this publica-
tion or document, ALPS expressly disclaims
any warranty of any kind, whether express
or implied, including, but not limited to,
the implied warranties of merchantability,
fitness for a particular purpose, or non-in-
fringement.
Further, by making this publication or
document available, ALPS is not rendering
legal or other professional advice or servic-
es and this publication or document should
not be relied upon as a substitute for such
legal or other professional advice or ser-
vices. ALPS warns that this publication or
document should not be used or relied
upon as a basis for any decision or action
that may affect your professional practice,
business or personal affairs. Instead, ALPS
highly recommends that you consult an at-
torney or other professional before making
any decisions regarding the subject matter
of this publication or document. ALPS Cor-
poration and its subsidiaries, affiliates and
related entities shall not be responsible for
any loss or damage sustained by any per-
son who uses or relies upon the publication
or document presented herein.
CONTINUE YOUR LEGAL EDUCATION!
Check out these upcoming vba cle’s
April 21, 2017: Basic Skills in Vermont Practice and Procedure
@ The Hilton, Burlingon
6.0 Credits; Approved and Certified to Satisfy VT Rule 12(a)(1) and Rule 15(c) of the Rules of Admission. Learn
the basics of Vermont practice, civil litigation, real estate, administrative law and family law.
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May 18 & 19, 2017: Solo & Small Firm Conference
@ Basin Harbor Club, Vergennes
Featuring Paul Mellor--Memory Master: a nationally recognized energetic speaker delivering phenomenal memory
workshops designed to improve your practice! Check him out at www.paulmellormemoryspeakercoach.com.
This two-day event also features Anthony Marrone a Social Media Marketing for lawyers expert – see www.
anthonymarrone.com. Additional entertaining and informative CLE’s include: Succession Planning: Exit Strategies,
Casemaker training, Ethics credits, Legal issues for Law Firms as Small Business Owners, Mindfulness and more!
*************************************
June 28, 2017: Seeing the Forest for the Trees: Advising Woodland Owners in
Vermont
@ The Capital Plaza, Montpelier
Approx. 3.5 CLE credits. Learn how to better advise your forest land owner clients with respect to their succession
planning resources and other long-term planning considerations.
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Watch www.vtbar.org, your VBA Connect Communities and your email news
from the VBA for updates on the following programs in the works,
in addition to our annual Family Law Day! Dates and locations TBD:
Late May/Early June, Medicare, Chittenden County
Learn about Medicare basics and how to advise your clients regarding their Medicare options
June: Procrastinator’s Day!
Back by popular demand, we will have a full day of CLE’s, bringing you ethics,
advising on Employee Stock Ownership Plans, immigration issues and more!
www.vtbar.org
THE VERMONT BAR JOURNAL • SPRING 2017
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