Accurate trust
accounting is critical for firms that hold funds on behalf of clients.
Improper tracking, co-mingling or misuse of the funds can result in
severe penalties.
Join us for this informative, one-hour Webinar that offers expert
advice so you’re sure that your trust account practices are compliant.
Your client’s assets remain well protected in your knowledgeable care
while you reduce penalty risks.
Title:
Managing Trust Accounting for Compliance
About the Presenter:
Sheila Blackford is a Practice Management
Advisor for the Oregon State Bar Professional Liability Fund since 2005.
A former solo practitioner, teacher and marketing director in the
financial services industry, she provides confidential practice
management assistance to Oregon attorneys to reduce their risk of
malpractice claims. She is an adjunct instructor at University of Oregon
School of Law, during their January term.
*CLE is in the process of approval. LexisNexis is approved for
telephonic/Webinar training on this topic in the following states:
Alabama, Alaska, Arizona, California, Florida, Georgia, Kentucky,
Minnesota, Montana, Nevada, New York**, North Dakota, Rhode Island, and
Utah (self-study only).**Only experienced (having completed their first
32 hours of CLE) NY attorneys may take telephonic training for CLE. New
York regulation requires that all CLE sessions must be conducted by a JD
or an attorney in good standing. CLE credit may be offered. Some state
restrictions may apply. Contact the LexisNexis(R) CLE Group for
eligibility requirements.
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