Attorney Trust Accounting – How to Avoid Errors and Stay Compliant
Category: On Demand
Member Price: $140
Non-Member Price: $175
Areas of Law: Ethics
| 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 hours of total CLE credit, including 2.0 in Ethics (Full Credits Available: NJ Ethics: 2.0, NJ New Admit Trust & Business Accounting: 2.0). |
| NY CLE (t&nt): | NY Ethics Non-Transitional: 2.0 |
| PA CLE: | PA Ethics Credit: 1.5
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
- Bonnie C. Frost, Esq.
- Chair, Ethics Diversionary Program
Einhorn, Barbarito, Frost, Botwinick, Nunn & Musmanno, P.C., Denville - Patrick B. Minter, Esq.
- Donnelly Minter & Kelly LLC, Morristownis a founding Member of Donnelly, Minter & Kelly, LLC in Morristown, New Jersey, where he concentrates his practice in civil litigation with an emphasis on commercial litigation, professional liability defense, and chancery and probate litigation. He has represented clients in several cases which have resulted in published opinions, including Vastano v. Algeier, 178 N.J. 230 (2003), Hernandez v. Baugh, 401 N.J. Super. 539 (App. Div. 2008) and Marrero v. Feintuch, 418 N.J. Super. 48 (App. Div. 2011).
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nAdmitted to practice in New Jersey and before the United States District Court for the District of New Jersey, Mr. Minter is a member of the American, New Jersey State and Morris County Bar Associations. He has been Chair of the Morris County Chancery Practice Committee and Co-Chair of the Morris County General Equity Mediation Committee, and is Past Chair of the District X Fee Arbitration Committee. He has served as Chair of the Morris Township Recreation Advisory Committee and on the Morris Township Ethics Board, and lectures for ICLE annually on avoiding legal malpractice and other topics.
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nMr. Minter received his B.A., cum laude, from Providence College and his J.D., cum laude, from Widener University School of Law. He is also a graduate of the National Institute of Trial Advocacy’s Intensive Trial Advocacy Program and was Law Clerk to the Honorable Rocco L. D’Ambrosio, J.S.C.
n(9/23) - G. Glennon Troublefield, Esq.
- Carella, Byrne, Cecchi, Brody & Agnello, PC, Roseland
This program offers crucial accounting information for experienced and newly admitted New Jersey practitioners alike. 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, trust and business accounting mistakes can lead to serious consequences for attorneys, including suspension and disbarment.
Solo or small-firm practitioners need to know the trust accounting rules, as they are responsible their office and the correct accounting and handling of moneys they hold in a trust. Practitioners in larger firms should also know trust accounting rules, especially managing partners who oversee the firm’s books. Even larger firms, where accounting responsibilities are delegated to bookkeeping departments, are susceptible to ethics trouble when their employees don’t follow the rules.
The program will provide insights on:
- Basic obligations under the Court Rules and Rules of Professional Conduct
- Trust accounting essentials
- Negligent misappropriation
- How to respond appropriately in a random audit