Trust Accounting: Basic Steps Every Attorney Can Take
Category: On Demand
Member Price: $183
Non-Member Price: $229
Areas of Law: For All Attorneys, Young Lawyers Division
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.4 hours of total CLE credit, including 1.2 in Ethics (Full Credits Available: NJ Ethics: 1.2, NJ General: 1.2, NJ New Admit Trust & Business Accounting: 2.4). |
| NY CLE (t&nt): | NY Ethics Non-Transitional: 1.0, NY Practice Management Transitional: 1.0 |
| PA CLE: | PA Ethics Credit: 1.0, PA Substantive Credit: 1.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Keynote
Moderator
Presenters
- Alison Picione
- Chief of Investigations, New Jersey Office of Attorney Ethics
- Jason Saunders
- First Assistant Ethics Counsel, New Jersey Office of Attorney Ethics, Ewing Township
In the day-to-day of running a practice it can be easy to let the business side of things take a back seat. Unfortunately, when trust and business accounting mistakes happen, there can be serious ramifications, and attorneys can even be disbarred. Join us to learn the basics every attorney needs to know to succeed.
The New Jersey Office of Attorney Ethics will provide insights on:
- Basic obligations under the Court Rules and Rules of Professional Conduct
- Protecting client funds
- Trust accounting essentials
- Principles of negligent vs. knowing misappropriation
- What to expect in a random audit
This program will cover the essential Rules of Professional Conduct, with a refresher on Rule 121-6 and why you should be looking at it more often; what it means to have good recordkeeping and supervised staff and why that is important; how to and how long to maintain files; what to do if negligent misappropriation happens and how to address it; and where to get help.