Trust Accounting: Basic Steps Every Attorney Can Take
Date: Jan 24, 2024 9:00 a.m. – 11:00 a.m.
Member Price: $140
Non-Member Price: $175
Areas of Law: For All Attorneys
Earn up to 2.4 credits, including 1.2 in Ethics! (More Information)
- 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.