The Missouribar – 2021 Understanding & Managing Client Trust Accounts

4,648.00

[Instant Download] – Immediately deliver the download link after receiving the paymentPurchase The Missouribar – 2021 Understanding & Managing Client Trust Accounts courses at here with PRICE $150 $28Practice Area:Ethics | General PracticeFormat:Audio and VideoThis presentation will be an instructional CLE focused on trust accounting procedures and real practice scenarios. Participants will be provided with a self-audit for lawyer trust accounting, with guidance for building simple, routine steps to reduce mistakes and OCDC inquiries, and to protect client and attorney funds.  Account set-up; Lawyer Trust Account Foundation regulations  Receipts, deposits and disbursements with client trust accounts  Fiduciary concepts. (Whose money is it?)  Record keeping requirements. (Rule 4-1.15)  21st Century problems and solutions (credit cards, electronic banking, accounting software, faster check processing)  Security, supervision, delegation; reconciliation  Rule changes and case analyses  Speakers: Kelly Dillon CFE, Investigative Examiner, Office of Chief Disciplinary Counsel, Jefferson City and Sam S. Phillips, Deputy Chief Disciplinary Counsel, Jefferson City