This program is a practical step-by-step approach to learning exactly how to ethically manage your client’s trust accounts. Learn just what you need to do to keep track of client funds, to prevent accidentally spending client’s money, and to keep your funds from mixing with the clients’. Learn trust accounting from start to finish, from setting up a trust account to final client disbursements. Practice worksheets and step-by-step guide are included in this practical and entertaining seminar.A must for every attorney, including supervising tips for those who have staff helping to manage client trust accounts. Here are just a few questions that you’ll have answered:
- What funds need to go into the trust account?
- Can I have a non-attorney staff as a signatory on a client trust account?
- What about contingent fees?
- What if the client pays by credit card?
- How long do I have to keep trust account records?
- Do I really have to keep an account ledger and a client ledger?
- What if a check comes in that contains both client funds and lawyer funds?
- After depositing a check into the trust account, can I immediately disburse the funds?
- Can I use trust account funds to pay a client’s filing fee?
- What do I do with unclaimed trust account funds?
Managing Client Trust Accounts
WSBA Legal Lunchbox Series
When/Where:
This recorded seminar will be available at no cost to WSBA members throughout December 2014.
Original Program Date:
October 22, 2014
Speaker:
Cheryl M. Heuett - Senior Auditor, WSBA, Seattle
By:
WSBA
Credits:
AV Credits - Ethics: 1.50 - MCLE Activity 383558
Cost:
Free to all WSBA members.
More Information and Registration
December.
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