Handling Advance Legal Fees

Advance Fee is Predicated on Actual Ownership Simply put, accounting for an advance fee is predicated on actual ownership of the funds. For most purposes, an advance fee remains client property until it is actually earned by the lawyer. Thus, it should be deposited in a trust account and withdrawn as it is earned. Of […]

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Data Security

The Wired Attorney: Data Security When You’re on the Go

Legal Profession and Technology: Data Security On The Go The legal profession has certainly been at the vanguard of mobile technology. Attorneys have made the switch from briefcases full of bulky files to laptops, tablets and smart phones loaded with case notes, docket calendars and briefs. But this increased convenience and efficiency comes at a […]

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Avoiding Ethical Concerns with Client Funds

Ethical Minefield Trust (or escrow) account management is a potential ethical minefield for attorneys and law firms. Weak internal controls can lead to funds being diverted, and even an innocent accounting error could result in allegations of a trust account violation. Ultimately, a fiduciary responsibility exists for attorneys in possession of client funds and property. […]

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Clint Pugh Nominated a “Five Star Wealth Manager”

Pugh Nominated “Five Star Wealth Manager” Saville is proud to announce that their Managing Partner, Clint Pugh, was nominated as a “Five Star Wealth Manager” by the Five Star Professional research team in 2011! Clint’s nomination was driven by his peers and clients based on his customer service, integrity, expertise, communication, post-sale service, quality of recommendations, […]

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Saville Joins Allinial Global!

Saville Joins Allinial Global January 10, 2011 – Saville, Dodgen & Company announced their membership with Allinial Global, a leading association of separate and legally independent accounting and consulting firms located in the United States, Canada and Mexico. This affiliation provides the Allinial Global firms with strong international support through a leading worldwide organization. The North […]

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