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Original price was: $150.00.Current price is: $30.00.

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Description

Practice Area:
Ethics | General Practice
Format:
Audio and Video

Description

This presentation will be an instructional CLE focused on trust accounting procedures and real practice scenarios. Participants will be provided with a self-audit for lawyer trust accounting, with guidance for building simple, routine steps to reduce mistakes and OCDC inquiries, and to protect client and attorney funds.  

  • Account set-up; Lawyer Trust Account Foundation regulations  
  • Receipts, deposits and disbursements with client trust accounts  
  • Fiduciary concepts. (Whose money is it?)  
  • Record keeping requirements. (Rule 4-1.15)  
  • 21st Century problems and solutions (credit cards, electronic banking, accounting software, faster check processing)  
  • Security, supervision, delegation; reconciliation  
  • Rule changes and case analyses  

Speakers: Kelly Dillon CFE, Investigative Examiner, Office of Chief Disciplinary Counsel, Jefferson City and Sam S. Phillips, Deputy Chief Disciplinary Counsel, Jefferson City

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The Missouribar – 2021 Understanding & Managing Client Trust Accounts
Original price was: $150.00.Current price is: $30.00. Add to cart