Trust Accounting: Basic Steps Every Attorney Can Take

Date: Jan 24, 2024 9:00 a.m. – 11:00 a.m.

Location: Online

Member Price: $140

Non-Member Price: $175

Event Code: I140324

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.

CLE Credits
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).
NY CLE (t&nt):NY Ethics Transitional: 1.0, NY Practice Management Transitional: 1.0
PA CLE:PA Ethics Credit: 1.0, PA Substantive Credit: 1.0
$8.00 fee – separate check payable to NJICLE must be submitted at the end of the program


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