Tools to Ethically Manage Client Trust Accounts (EPE201201)

December 1, 2020

10:00 AM to 12:00 PM (Eastern Standard Time)


Access Recording

ethic-logo-square_webPresented by the Professional Ethics Committee

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.


(Includes electronic materials)
Member $50 
Non-Member $100
Student Member $15

Register by Mail


Stephen Conover Stephen J. Conover
Carmody Torrance Sandak & Hennessey LLP, Stamford

deborah_j_schaefer Deborah J. Schaefer
Deborah J. Schaefer CPA, Woodbridge

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 may qualify for transitional and/or non-transitional CLE credits. Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the page on CLE: Financial hardship information is 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. If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. 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.


Member Service Center
Phone: (844)469-2221