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Maintaining Attorney Trust and Business Accounts: Sailing through an Audit and Avoiding Common Pitfalls

Tuesday, June 25, 2013 | 6:00 PM - 8:00 PM
Registration for this program is now closed. Please see the full listing for upcoming IPE programs.
This program will cover the key requirements of the New Jersey Court Rules and the Rules of Professional Conduct that give rise to audit issues with respect to handling client funds, maintaining attorney trust, business and fiduciary accounts and the required record-keeping. This will be done by providing a first-hand view of the audit process, red flags and how to avoid issues during an audit. This program is appropriate for both new and seasoned attorneys. Topics include:

What are the responsibilities of the attorney under the Rule of Professional Conduct 1.15?
What are the basic record keeping requirements for Attorney Trust Accounts (ATA), Attorney Business Accounts (ABA) and how do they differ?
What are the mechanics of attorney trust accounting?
What are the key concepts of attorney trust accounting?
Faculty:Mimi Lakind, Esq., a 28-year veteran of the Office of Attorney Ethics Random Audit Program has been a senior random auditor for 18 years. She is responsible for conducting random compliance audits of attorney trust, business and fiduciary accounts. Ms. Lakind has lectured on trust and business accounting, how to avoid common real estate and trust account errors, and trust and business accounting practices for state and county bar program
Location:Rutgers School of Law-Newark
Center for Law and Justice
123 Washington Street
Newark, NJ 07102
Credits:CLE: NJ: 2.4 (incl. 2.4 ethics) | NY: 2.0 (incl. 2.0 ethics) | PA: 2.0 (incl. 2.0 ethics)
Program Types:Newly Admitted Lawyers Course
Subject Areas:Ethics
Fiscal Responsibility
Detailed Information:Program Announcement
Registration for this program is now closed. Please see the full listing for upcoming IPE programs.