• Warning icon
    Event has a status of Closed

Everything You Need To Know About Trust Accounting

Managing client funds is a basic component of maintaining a law practice. However, statistics show that year after year, mishandling a 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. This seminar will provide a detailed explanation of the key principles in the rule (including relevant past revisions) 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 F. Andreoni
, Ethics Education Counsel, Illinois Attorney Registration and Disciplinary Commission
David Holtermann, Associate Director and General Counsel, Lawyers Trust Fund
Program cost:
CLE Advantage Member/CBA Law Student Member: $0
CBA Member: $30
CBA Government Member: $25
Non-member: $60

To register click on “Register Myself” and then “Proceed to Checkout.”  You will receive a confirmation notice when your registration is complete. 
3/12/2019 12:00 PM - 1:30 PM
The Chicago Bar Association 321 S Plymouth Court Chicago, IL 60604 UNITED STATES
Online registration not available.

** Webcast **
Presented By: CBA Law Practice Management & Technology Division
Experience Level: Basic
MCLE Credit: 1.5 IL PR MCLE credits, subject to approval
Event Type: Seminar

View webcastView Webcast

Sign In

NOTE: You will be locked out after 6 failed login attempts.

In most cases, your username is your member number and your password is your member number followed by your last name (all lowercase and no spaces). If you need help, click on 'Forgot Username' or 'Forgot Password' to retrieve them. If you need further assistance, contact the CBA at cle@chicagobar.org OR 312-554-2000 for help during business hours.