Presented by the CT Bar Institute
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 electronic materials)
Member $70
CLE Pass Holder $0 (you must have purchased the CLE Pass to register as a CLE Pass holder)
Student Member $30
Non-member $140
Financial hardship information is available upon request.
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 newly admitted and experienced attorneys 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, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
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.
Closed captioning will be available during the seminar presentation for virtual attendees.