Cost
Member FREE
Non-member $150
Program ID: EPE181205
Original CLE Credit Type: Ethics
Original Seminar Course Length: 2.0 Hours
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.
CBA members must log in to the CBA website to access the self-study complimentary on-demand resources. These products are audio/video recordings and course materials from live CLE seminars that are three or more years old.
Non-members should call (844)469-2221 to learn how to become a member to gain access to these free member resources.
Complimentary On-demand Product Disclaimer:
Information contained in this audio/video
complimentary on-demand product may be outdated and may not meet the criteria
for CLE credit. Accordingly, the CBA is not automatically certifying any
Connecticut or New York CLE credits for this complimentary on-demand product.
CBA members who view/listen to this complimentary on-demand product may claim
Connecticut CLE credit on their own as self-study if they determine that the
information provided by the on-demand product is timely and relevant and
otherwise meets the criteria in
CT MCLE rule 2-27A.
Presented by the Standing Committee on Professional Ethics
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, Carmody Torrance Sandak & Hennessey LLP, Stamford
Deborah J. Schaefer, Deborah J. Schaefer CPA, Woodbridge
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for non-transitional 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, or a fully interactive video conference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml
Financial hardship information is available upon request.