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It’s Not Your Money: The Care and Handling of Client Trust Accounts


Speaker(s): Cassidy E. Chivers, Noah D. Fiedler
Recorded on: May. 7, 2021
PLI Program #: 323246

Noah Fiedler helps his lawyer and law firm clients navigate many, and varied, difficulties. Noah's clients value his pragmatic approach to both litigation and counseling. By assessing potential impacts on the practice as a whole, he advises legal service providers regarding creative and practical solutions to their situations. He has extensive experience defending lawyers in malpractice claims and in disciplinary proceedings, as well as counseling individual lawyers, law firms, and legal departments on risk management and ethics issues.

With his vast knowledge on the subject, Noah has been vital in developing a variety of law firm risk-management resources, including Hinshaw's LawyeringLaw. He is the editor of Hinshaw's Lawyers' Lawyer Newsletter, co-editor of its Cyber Alerts, and serves on the planning committee for the annual Legal Malpractice and Risk Management Conference.

Noah has wide-ranging experience as an appointed and elected official in Wisconsin. He has served in multiple elected leadership positions in his local community with varying responsibilities and areas of oversight, including planning and public works.

Noah teaches Professional Responsibility as an adjunct professor at the University of Wisconsin Law School.

 


Cassidy Chivers is a shareholder at Barron & Newburger P.C. She specializes in counseling lawyers and law firms on all aspects of ethics and risk management.  Cassidy is the co-leader of Barron & Newburger’s risk management program, Attorneys Risk Management, which offers risk management and ethics advice to lawyers and law firms nationwide. She also serves as outside general counsel for a number of California law firms, ranging from small partnerships to AM Law 50 firms, advising on a wide array of law practice management, ethics and regulatory issues, including conflicts review protocols, engagement agreements, law firm formation and dissolution, succession planning, lawyer and staff wellness programs, among other aspects of the business of law that are critical to a law firm’s success and longevity.

Cassidy is a member of the State Bar of California’s Committee on Professional Responsibility and Conduct (COPRAC). She is also a State Bar of California Certified Specialist in the area of Legal Malpractice Law.