Program Summary: Trust account problems remain one of the top reasons attorneys are disciplined in the US. Certainly, there have been and will continue to be attorneys whose trust accounting activities are egregious and, in some situations, criminal. However, this does not account for all of the problems. Far too often, an attorney was less than diligent about maintaining proper and appropriate financial practices in the office and things simply got out of hand. This program will start with a discussion of trust accounting basics, then go on to address common missteps lawyers make and share office best practices to help attorneys stay on the right path.
A Sampling of Attendee Takeaways:
An explanation of the basics of setting up and maintaining a client trust account
An awareness of the importance of attorney oversight of client property coupled with the details of how to accomplish this.
An understanding of the common missteps that others make.
How a misunderstanding of banking terms and practices can lead to problems.
Program Materials: A 10 page set of materials will be made available to program attendees.
1 Alaska Ethics Credits
1 Arizona Ethics Credits
1 Delaware Ethics Credits
1 Georgia Ethics Credits
1 Maine Ethics Credits
1 Montana Ethics Credits
1 Nebraska Professional Responsibility Credits
1 New Mexico Ethics Credits
1 North Dakota Ethics Credits
1 South Carolina Ethics Credits
1 Texas Ethics Credits
1 Vermont Ethics Credits
1 Virginia Ethics Credits
1 Washington Ethics Credits
1 West Virginia Ethics Credits
1 Wyoming Ethics Credits
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