Total Credits: 2.5 CLE, 2.5 Ethics
Managing a trust account might feel daunting, but in this seminar, we will help you be able to do it with confidence. We will cover the rules that apply to trust accounting and what systems to use in order to ethically run your practice. This seminar will explore the rules of managing a trust account, including how to make deposits, disbursements, keep records, do a three-way reconciliation, and accept credit cards. Lawyers with a trust account, along with his/her staff, should attend this seminar.
Faculty
Meredith Vivona, Practice Management Attorney, State Bar of Arizona
| Trust Account Manual (27.5 MB) | 76 Pages | Available after Purchase |
Meredith L. Vivona is the Ethics Counsel for the State Bar of Arizona, where she advises lawyers through the Ethics Hotline, presents ethics related CLE programs, acts as legal advisor to the Fee Arbitration Program, serves on the Ethics Advisory Group and acts as liaison to the Arizona Supreme Court’s Attorney Ethics Advisory Committee. Prior to becoming Ethics Counsel, Meredith served as Practice Management Attorney for Practice 2.0 and the Trust Account Helpline, the State Bar’s confidential practice management and trust account advice program. Before joining the State Bar of Arizona, Meredith served as Independent Bar Counsel, investigating and prosecuting misconduct allegations brought against attorneys, when the Lawyer Regulation Office had a conflict. Part of Meredith’s responsibilities included serving as Acting Disciplinary Counsel for the Commission on Judicial Conduct where she investigated and resolved judicial misconduct complaints. Before serving as IBC, Meredith enjoyed a varied career in private practice, with experience in civil litigation matters throughout the state. Meredith is admitted to practice in Arizona and the U.S. District Court for the State of Arizona. Meredith received her Juris Doctor from Wake Forest Law School in Winston-Salem, North Carolina.
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|