The Missouribar – 2021 Understanding & Managing Client Trust Accounts

Original price was: $150.00.Current price is: $30.00.

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Master your mind with the The Missouribar – 2021 Understanding & Managing Client Trust Accounts course, available for just Original price was: $150.00.Current price is: $30.00. on NLPLib.com! Specializing in Neuro-linguistic programming, we offer premium downloadable courses to transform your communication and personal effectiveness. Dive into Philosophy - Thinking and unlock profound insights. Start your NLP journey today!

Practice Area:: Ethics | General Practice
Format:: Audio and Video

Description

This presentation will be an instructional CLE focused on trust accounting procedures and real practice scenarios. Participants will be provided with a self-audit for lawyer trust accounting, with guidance for building simple, routine steps to reduce mistakes and OCDC inquiries, and to protect client and attorney funds.

Account set-up; Lawyer Trust Account Foundation regulations
Receipts, deposits and disbursements with client trust accounts
Fiduciary concepts. (Whose money is it?)
Record keeping requirements. (Rule 4-1.15)
21st Century problems and solutions (credit cards, electronic banking, accounting software, faster check processing)
Security, supervision, delegation; reconciliation
Rule changes and case analyses

Speakers: Kelly Dillon CFE, Investigative Examiner, Office of Chief Disciplinary Counsel, Jefferson City and Sam S. Phillips, Deputy Chief Disciplinary Counsel, Jefferson City

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