Total Credits: 3.0 CLE, 3.0 Ethics
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.
Faculty:
Daniel Fitzpatrick, Practice Management Advisor/Attorney, State Bar of Arizona
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
TrustAcct-Hands on-Manual (Dec. 2022).pdf (30 MB) | 91 Pages | Available after Purchase |
three-wayreconciliationworksheet.docx (18 KB) | Available after Purchase |
Bank Statement.doc (52 KB) | 2 Pages | Available after Purchase |
Ledger Template.xls (158 KB) | 1 Pages | Available after Purchase |
TrustAcct-PowerPoint with Answers.pdf (29 MB) | 100 Pages | Available after Purchase |
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