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Trust Accounting: Everything You Need To Know
 
Date: 06/28/2012
 
Location: The Chicago Bar Association, 321 South Plymouth Court, Chicago, IL 60604
 
Experience Level: Basic to Intermediate
 
MCLE Credit: As of 06/27/2014, this program is no longer eligible for MCLE Credit.
 
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If you handle client funds, managing client trust accounts is an unavoidable part of legal practice. Moreover, the handling of client funds is subject to the Rules of Professional Conduct, which makes doing it right not just desirable, but imperative.

Our panel will detail the recent amendments to RPC 1.15, which include clarification that all client funds must be held at interest, provisions for a trust account overdraft notification system, and updated recordkeeping requirements. The panel will discuss when and how to use IOLTA accounts, and describe the work supported by IOLTA. Then, legal software experts will demonstrate how to track trust accounts using CLIO, QuickBooks, Timeslips, and Excel and ensure that you are administering your accounts in accordance with the rules. Time will be devoted for a question and answer session following the demonstrations.

Speakers are listed below.


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Webcast: Registrations for attending a program via live webcast must be completed online prior to the publicized start time of the webcast. Persons registering for webcasts can view webcasts as live or archived events. Cancellations for webcast registrations from non-CLE Advantage members must be received in writing 24-hours prior to the seminar to receive a refund (fax 312-554-2054 or email seminars@chicagobar.org).
 
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