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Attorney Trust Accounting Best Practices

Product description

Attorneys are ethically bound to safe keep their clients’ property. In light of this requirement, lawyers must keep client funds separate from their accounts and maintain complete and accurate records concerning client finances. Violating trust accounting rules can subject an attorney to disbarment, civil damages, and even criminal charges. For lawyers to protect themselves from a potential trust account violation, they need to increase their understanding of trust account compliance and the ethical implications of their conduct.

Presented by LEAP Legal Software, Attorney Trust Accounting Best Practices will provide attorneys with a foundational understanding of everything they need to know about trust accounting. During this live webinar presentation, we will review the attorney rules of professional conduct, relevant case law, and ethical opinions relating to attorney trust accounting. Next, we will cover the recommended best practices for effective attorney trust account management from the perspective of a Certified Public Accountant. Finally, we will discuss how implementing the right software and technology solutions in your law practice can aid in maintaining compliance with the rules regulating attorney trust accounting.

This program will benefit attorneys in private practice, especially solo practitioners and small firm attorneys tasked with actively managing their own attorney trust accounts.