What is a Step Rate Credit? Many attorneys have questions about what the Step Rate Credit is and how it works.
Simply put, this is a credit issued to you throughout your first five years on a declining scale.
Due to this you will see your
Whittney Dunn, Risk Manager with The Bar Plan Foundation, was recently named to leadership positions within the American Bar Association (ABA), The Missouri Bar, as well as the National Association of Mutual Insurance Companies (NAMIC). These positions include:
Save the date for the 2017 Golf Events:
Golf Basics Clinic: May 19, 2017
Annual Golf Tournament: August 28, 2017
Registration is not yet open. To be added to the golf invitation list and receive notification for registration, email us at
The Bar Plan Mutual Insurance Company recently announced a new member to its’ Board of Directors. JoAnne Mallonee has been elected to the Board, effective immediately.
Mallonee is an Executive Vice President at Huntleigh McGehee. She brings almost 40 years of experience in the insurance industry,
The Bar Plan Surety and Fidelity Company recently announced a new member to its’ Board of Directors. Micah D. Hall has been elected to the Board, effective immediately.
Hall is currently Principal at the Hall Law Firm in St. Louis
The Missouri Supreme Court adopted changes to two Missouri Rules of Professional Conduct that went into effect on July 1 which could heighten malpractice risks for lawyers:
1) New subdivision (f) of subdivision 4-1.15, entitled “Client Trust Accounts and
Property of Others,” and
2) New subdivision 4-1.22, entitled
The Bar Plan Surety and Fidelity Company’s Board of Directors elected John Gunn as the Chairman of the Board effective immediately. Michael Gunn resigned the position after serving in the role for 18 years.
Whittney Dunn recently joined The Bar Plan as Risk Manager, replacing Christina Lewis Abate who was promoted to Director of Underwriting.
As Risk Manager, Dunn will present CLEs on ethics, professionalism, and malpractice avoidance; provide risk management consultation services to law firms; and audit insured
The Bar Plan has promoted Charles Coffey to Senior Claims Counsel. Coffey started at The Bar Plan in 2012.Charlie holds a number of leadership roles within the legal community. He is an Executive Committee Member, Missouri
The Bar Plan is proud to sponsor our legal community. We are sponsoring the following upcoming events:
20th Annual Missouri Lawyers’ Assistance Conference
November 6 – 7
Proposed Amendment Aims to change the way law firms and entities do business
By: Charles S. Coffey, Senior Claims Counsel
This article first appeared in the ABA Young Lawyers Division, Ethics & Professionalism Committee Newsletter Reposted with permission.
ABA Model Rule of Professional Conduct 5.6(b) prohibits “…an agreement in which