Trust and Business Accounting for Lawyers

Date: Dec 9, 2025 10:00 a.m. – 12:00 p.m.

Location: New Jersey Law Center, New Brunswick, and Online

Member Price: $99.00

Non-Member Price: $125.00

Section Price: $0.00

Event Code: I027125

Areas of Law: For All Attorneys

Earn up to 2.4 credits, including 2.4 in Ethics! (More Information)

Faculty

Keynote

Moderator

Presenters

Steven L. Menaker, Esq.
Member of the Disciplinary Review Board
Chasan Lamparello Mallon & Cappuzzo, PC, Secaucus

This seminar is the “how to” program that will help to handle everyday problems, point you in the right direction, and guide you through the trust and business accounting process which you may not be familiar with or just need a refresher in this area of law. This seminar is designed to take you “step-by-step” through the matters you need to handle for your clients.

Topics include:

  • Creating and accounting for clients’ trust accounts
  • Creating and accounting for attorney business accounts
  • Ancillary record keeping and financial considerations
  • Avoiding theft of funds

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 2.4 in Ethics (Full Credits Available: NJ Ethics: 2.4, NJ New Admit Trust & Business Accounting: 2.4).
NY CLE (t&nt):NY Ethics Transitional: 2.0
PA CLE:PA Ethics Credit: 2.0
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.

Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:

  • The “My Links” section at the top of our website for in-person or online events
  • Or, for online programs, the event access link included in your joining instructions

Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

Professional Conduct:
All attendees and participants are expected to conduct themselves professionally and treat others with respect at NJSBA events, meetings, and gatherings. This includes courteous communication, respecting perspectives, and creating a welcoming environment for all. Failure to adhere to this policy may result in removal from the event.

Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/