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Louisville NCPO

June 2018

Clients’ Security Board members Martin J. Newhouse, Esq. and W. Lee H. Dunham, Esq. and General Counsel Karen D. O’Toole attended the 34th ABA National Forum on Client Protection June 1 – 2, 2018 in Louisville, Kentucky.  The purpose of the Forum is for attorneys and members of the public who serve on Client Protection Boards and the Boards’ counsel to meet and share information regarding the work of each Board including methods by which Boards can better ensure that law clients whose lawyers have absconded with their funds know that a Client Protection Board exists in each state to reimburse them for their financial losses.  Panel presentations on topics included efficiencies in claims processing, adversary proceedings brought by Client Protection Boards in the U.S. Bankruptcy Court, restitution orders entered in criminal and bar disciplinary proceedings, and aging lawyers and the need for succession planning.

For the third consecutive Forum, Attorney O’Toole served as the facilitator for a 1¼ hour session addressing current challenges facing Client Protection Boards and in particular potential measures by which theft from probate trusts and estates could be prevented.  Because theft from probate trusts and estates often harms especially vulnerable clients and frequently results in significantly large claims, developing loss preventive measures is of particular interest to Client Protection Boards across the country.

Clients' Security Board members Martin J. Newhouse, Esq. and W. Lee H. Dunham, Esq. participating in a working session at the 34th ABA National Forum on Client Protection in Louisville, Kentucky on June 2, 2018.

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