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

Monday, October 27, 2014 | 6:00 PM EDT - 8:00 PM EDT

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 with respect to handling client funds, maintaining attorney trust, business and fiduciary accounts and the required recordkeeping. Get a first-hand view of the audit process from a senior random auditor, learn the top 10 mistakes that lawyers make with their trust and business accounts, and how to avoid issues in the event of an audit. This program is appropriate for both new attorneys and seasoned attorneys. Topics include:

• Responsibilities of the attorney under the NJ Court Rule 1:21-6 and RPC 1.15
• Mechanics and key concepts of attorney trust accounting
• Basic recordkeeping requirements for attorney trust accounts, attorney business accounts, and how they differ
• Random Audit Program: procedures, findings, and consequences of non-compliance
• Top 10 mistakes lawyers make with their trust and business accounts

Registration for this program is now closed. Please see the full listing for upcoming IPE programs.