Tools to Ethically Manage Client Trust Accounts-EDU230421
Cost:
Lawyers are required to keep detailed and accurate records of funds deposited into their trust (escrow and IOLTA) bank accounts. However, many lawyers do not have adequate or effective procedures to comply. This program will help.
Member - $70.00
Non-Member - $140.00
Student - $30.00
Program Date: Friday, April 21, 2023
Product ID: EDU230421
CLE Credit
CT: 2.0 CLE Credits (Ethics)
NY: 2.0 CLE Credits (Ethics)
About the Program
Lawyers are required to keep detailed and accurate records of funds deposited into their trust (escrow and IOLTA) bank accounts. However, many lawyers do not have adequate or effective procedures to comply. This program will help.
Credit
Ethics and Professionalism:2.0
Description
Presented by the CT Bar Institute
You Will Learn
- The requirements for trust accounts• Procedures required to satisfy these requirements
- About available tools and software to satisfy the trust accounting requirements
- About a three-way reconciliation and why lawyers need to do it
- About controls to prevent errors
Who Should Purchase
Lawyers who practice as solos and in small firms who want to ensure the funds in their trust accounts are accounted for and properly reconciled.
Speakers
Stephen J. Conover Deborah J. Schaefer
Carmody Torrance Sandak & Hennessey LLP, Deborah J. Schaefer CPA,
Stamford, CT Woodbridge, CT
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
Financial hardship information is available upon request.
Courses in package:
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