Trust Me, I'm a Lawyer: Handling Trust Accounts & Law Firm Finances

April 15, 2020 - 3pm CDT | Register

Violating trust account rules can subject a lawyer to disbarment, civil damages, and even criminal charges. Protect yourself against a potential trust account violation by increasing your understanding of trust account compliance and the ethical implications of your conduct. This course will cover the five biggest trust account misunderstandings and your duty to preserve and safeguard client funds and property. We’ll go over what are qualified and non-qualified funds, what does and doesn’t belong in a trust account, and the difference between commingling and safekeeping. We will discuss actual situations and reported cases where disputes have arisen, and strategies to resolve those conflicting claims. This course will also discuss best practices for maintaining financial control of your legal practice.

See How Many Credits This Course Fulfills For Your Bar Association:
See all approved credits

Other CLE Courses

CLE Courses
The Ethics of Advocacy

A discussion of various ethical situations involving trial procedure, pleadings, motions, and discovery.

View Details
CLE Courses
Conflicts of Interest

You can't be everyone's best friend...or their lawyer.

View Details
CLE Courses
Fiduciary Duties and the Modern Lawyer

A practical discussion of fiduciary concepts and improving attorneys' observance of the fiduciary relationship.

View Details