Calendar of Events

Everything You Need To Know About Trust Accounting
Date: 12/02/2015
Location: The Chicago Bar Association, 321 S. Plymouth Court, Chicago, IL 60604
Presented by: CBA Law Practice Management and Technology Division and YLS Professional Responsibility Committee
Experience Level: Basic to Intermediate
MCLE Credit: As of 12/01/2017, this program is no longer eligible for MCLE Credit.
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Managing client funds is a basic component of maintaining a law practice. However, statistics show that year after year, mishandling client's money is among the most frequent sources of investigation and disciplinary action by the ARDC. For lawyers who want to stay out of trouble, the first line of defense is to understand the provisions of Illinois' safekeeping of property rule (Rule 1.15) and the record-keeping required by the rule.

Our expert panel will provide a detailed explanation of the key principles in the rule, recent revisions to the rule (including the new provision regarding unidentified funds), and the requirements regarding IOLTA and unidentified funds. The program will also look at how to use basic accounting techniques to manage a client trust account and comply with the record-keeping requirements of Rule 1.15.

Mary Andreoni, Illinois ARDC
Daniel A. Cotter, Butler Rubin
David Holterman, Lawyers Trust Fund

Registration / Cancellation Policy

In Person: Registrations for attending programs in-person must be received 3 hours prior to the start of the program or a $10 on-site registration fee will apply. All cancellations for in-person attendance must be received in writing 24-hours prior to the seminar to receive a refund (fax 312-554-2054 or email CLEAdvantage members who do not cancel in-person registration in writing 24-hours prior to the seminar will be subject to a $15 cancellation fee.

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

Questions about registration, please call CBA Ticketing at 312-554-2056.
Information on Seminar Materials

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