Safeguarding and protecting client funds
Whether you’re a novice attorney or a veteran of the law, every lawyer needs to have a thorough understanding of trust and fiduciary accounts, and how to responsibly and ethically utilize them.
The first in a series on Trust Accounting, Lawyer Trust & Fiduciary Account Basics brings together the State Bar's Law Practice Assistance Manager, Ethics Counsel, and the Administrator of the Office of Lawyer Regulation (OLR) Trust Account Program to explain everything you need to know to properly hold client funds and third-party funds in connection with representation.
During this webcast, you’ll learn:
- How to open a trust or fiduciary account
- Funds that must or must not be held in a trust or fiduciary account
- The Supreme Court rules for recordkeeping
- Tips for creating, reconciling, and saving documents in compliance with rules and guidelines
Make sure you know the OLR’s Trust Account Guidelines like the back of your hand with a Lawyer Trust & Fiduciary Account Basics (Original Program: 4/15/20).