Wednesday, December 5, 2018
12:00 PM to 2:00 PM (Eastern Standard Time)
CBA Law Center
30 Bank St,
New Britain,
Connecticut,
United States
Access Recording
Presented by the Standing Committee on Professional Ethics
About the Program
Lawyers are required to keep detailed and accurate records of funds deposited into their trust (escrow and IOLTA) bank accounts. However, many lawyers do not have adequate or effective procedures to comply. This program will help.
You Will Learn
- The requirements for trust accounts
- Procedures required to satisfy these requirements
- About available tools and software to satisfy the trust accounting requirements
- About a three-way reconciliation and why lawyers need to do it
- About controls to prevent errors
Who Should Attend
Lawyers who practice as solos and in small firms who want to ensure the funds in their trust accounts are accounted for and properly reconciled.
Cost
(Includes lunch, electronic materials*, and parking in the public garage at 35 Bank St)
Member $75
Non-member $150
Student Member $15
Speakers
CLE Credit
CT: 2.0 CLE Credits (Ethics)
NY: 2.0 CLE Credits (Ethics)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.
*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided unless purchased separately. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.
Contact
Member Services Center