Maintaining Attorney Trust and Business Accounts (videoconference)
Wednesday, April 26, 2017 | 6:00 PM - 8:15 PM
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. This will be done by providing a first-hand view of the audit process, red flags and how to avoid issues during an audit.
• The recordkeeping requirements as per NJ Court Rule 1:21-6 and RPC 1.15
• Random audit procedures and findings
• Common recordkeeping problems
• Disciplinary audit procedures and findings
• Trust Overdraft Program
• Overview of disciplinary process
NJ CLE Information: This program has been approved as an alternate verifiable learning format by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.5 hours of total CLE credit. Of these, 1.2 qualify as hours of credit for ethics/professionalism and 1.3 qualify as hours of credit for NJ newly admitted credit.
This program will be videoconferenced in Newark from the live presentation in Camden.
Chief of Investigations, New Jersey Supreme Court, Office of Attorney Ethics, Random Audit Program
Mary E. Waldman, C.F.E.
Assistant Chief Auditor, New Jersey Supreme Court, Office of Attorney Ethics, Random Audit Program
Rutgers Law School
123 Washington Street
Newark, NJ 07102
CLE: NJ: 2.5 (incl. 1.2 ethics) | NY: 2.5 (incl. 1.0 ethics) | PA: 2.0 (incl. 1.0 ethics)
Newly Admitted Lawyers Course