When: June 18, 2024, 12:00 p.m. – 1:00 p.m.
Where: Online – Zoom
What: Navigating Trust Accounting: Best Practices and Pitfalls

Learn the ethical duties and basic requirements in properly handling trust funds and property under amended Rule of Professional Conduct 1.15, and new Rules 1.15A, 1.15B, understand how to manage IOLTA accounts effectively while safeguarding client, and discover best practices for maintaining client trust. Samples accounting forms and a trust account self-audit are included.

1.0 hours of MCLE credit, including 1.0 hours of professional responsibility MCLE credit (pending approval).

Speaker:

Mary Andreoni, Attorney Registration & Disciplinary Commission, Ethics Education Counsel