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Managing Your Trust Account: A Hands-on Seminar in Trust Accounting

Total Credits: 3.0 CLE, 3.0 Ethics

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Ethics |  Law Practice Management & Technology
Original Program Date:
Dec 15, 2022


It does not take an accounting degree or an expensive computer system to efficiently and ethically maintain a trust account.  All it takes is the ability to add and subtract (calculators are encouraged!) and the tenacity to record every detail of every transaction every time.  
 In this hands-on seminar you will learn how to:
    - decide what funds go into your trust account
    - properly record each transaction
    - keep appropriate records
    - perform the mandatory monthly three-way reconciliation
    - disburse funds 
    - accept credit cards

 Lawyers and staff with a trust account should attend this seminar.  

Daniel Fitzpatrick, Practice Management Advisor/Attorney, State Bar of Arizona
Roberta Tepper, 
Chief Member Services Officer, State Bar of Arizona