The Fundamentals of Trust Accounting: A Practice Management Perspective
Total Credits: 2.5 CLE, 2.5 Ethics
- Average Rating:
- 14
- Categories:
- Law Practice Management & Technology
- Faculty:
- Jennifer B Fite
- Format:
- Audio and Video
- Original Program Date:
- Jun 11, 2025
Description
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
Jennifer Fite, Practice Management Attorney, State Bar of Arizona
Handouts
| Manual- The Fundamentals of Trust Accounting 2025 (9.5 MB) | 76 Pages | Available after Purchase |
Faculty
Jennifer B Fite Related Seminars and Products
State Bar of Arizona
Jennifer Fite is the Lawyer Assistance Programs Director for the State Bar of Arizona. Before joining the Bar, Jennifer had a varied career working primarily in civil litigation, most recently serving as Litigation Attorney and Managing Partner of a small firm. Jennifer has a Juris Doctorate from Southern Illinois University School of Law, Carbondale and received her Bachelors of Arts in International Relations from the University of Southern California. She has been licensed to practice in the State of Arizona since 2002 and is also admitted to practice in the U.S. District Court for the District of Arizona and the United States Supreme Court. She is a past Judge Pro Tempore.
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