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OnDemand

What You Need to Know About Trust Accounting to Protect Your License


Solo and Small Firm Section
Credit(s): 1 Legal Ethics
1 Participatory MCLE Credits
Course Number: SOLO_03-08-23
Original Program Date: March 8, 2023
Duration: 1 hour 1 minute
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
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    Category: Solo & Small Firm, Ethics
    Category: Solo & Small Firm, Ethics (show less)
    2023 has ushered in material changes to Rule of Professional Conduct 1.15 concerning an attorney’s duties for safeguarding third party funds. This program will explain the genesis of the new CTAPP Program and detail what attorneys are required to do to remain in full compliance with their duties to notify clients of receipt of client or third party funds, and to promptly pay out client or third party funds.
     
    The program will also cover the logistics for how to manage a client trust account and what software an attorney needs to properly track deposits and disbursements from the client trust account.
    1 Legal Ethics  

    1 Participatory MCLE Credits

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    We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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