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Webinar: What You Need to Know About Trust Accounting to Protect Your License

March 8, 2023 @ 12:00 pm 1:00 pm

1 Participatory MCLE Credits; 1 Legal Ethics

The year quickly ushered in material changes to Rule of Professional Conduct 1.15 concerning an attorney’s duties for safeguarding third-party funds. This program will explain the genesis of the new CTAPP Program and detail what attorneys must do to fully comply with their duties to notify clients of receipt of a client or third-party funds and promptly pay out client or third-party funds. The program will also cover the logistics for managing a client’s trust account and what software an attorney needs to properly track deposits and disbursements from the client’s trust account.

The program will also cover the logistics for how to manage a client trust account and what software an attorney needs to properly track deposits and disbursements from the client trust account.

Speaker:
Erin Joyce

Moderator:
Marina Fraigun

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at accessibility@calawyers.com or contact us at 916-516-1760 for assistance.

 

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