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 Mark can be contacted at: 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. ************************************* 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 This two-day event also features Anthony Marrone a Social Media Marketing for lawyers expert – see www. 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. ************************************* Watch, 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! THE VERMONT BAR JOURNAL • SPRING 2017 41