Tools to Ethically Manage Client Trust Accounts-EPE201201
Cost -
Member - FREE
Product ID: EPE201201
Webinar Date: December 01, 2020
Original Seminar Course Length: 2.0 Hours. 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.
Description
Presented by the Professional Ethics Committee
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Information contained in this audio/video complimentary on-demand product may be outdated and may not meet the criteria for CLE credit.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.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 & Deborah J. Schaefer CPA,
Hennessey LLP, Woodbridge, CT
Stamford, CT
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 videoconference. 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
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