Maintaining Attorney Trust and Business Accounts
Tuesday, November 9, 2021 | 6:00 PM EDT - 8:10 PM EDT
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.
Topics include:
• 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
Format: Alternative, verifiable, live webinar/webconference with synchronous interactivity. Zoom webinar link and materials to be emailed to registrants.
NJ CLE Information: This program has been approved 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.
CLE Credit Hours: 2.5 NJ (includes 1.2 ethics) | 2.5 NY (includes 2.5 ethics, not 1.0) | 2.0 PA (includes 2.0 ethics, not 1.0)
FACULTY:
William Ruskowski, Chief of Investigations, Office of Attorney Ethics
Jason Saunders, First Assistant Ethics Counsel
REGION:
Northern New Jersey
Central New Jersey
Southern New Jersey
New York City Metro Area
Philadelphia Metro Area
LOCATION:
Zoom webinar. Link and materials to be emailed to registrants.
CREDITS:
CLE: NJ: 2.5 (incl. 1.2 ethics) | NY: 2.5 (incl. 1.0 ethics) | PA: 2.0 (incl. 1.0 ethics)
PROGRAM TYPES:
Newly Admitted Lawyers Course
SUBJECT AREAS:
Ethics
Fiscal Responsibility