Unlock Your Potential with the The Missouribar – 2021 Understanding & Managing Client Trust Accounts course only Original price was: $150.00.$30.00Current price is: $30.00. on CoursesGB!
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- 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
Unlock Lifetime Learning and Career Growth with the The Missouribar – 2021 Understanding & Managing Client Trust Accounts course only Original price was: $150.00.$30.00Current price is: $30.00. at CoursesGB!
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