Maintaining Attorney Trust and Business Accounts
Monday, October 28, 2024 | 5:00 PM EST - 7:05 PM EST
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
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
FACULTY:
Alison Picione, Chief of Investigations, Office of Attorney Ethics
Jason Saunders, First Assistant Ethics Counsel, Office of Attorney Ethics
CLE Credit: See page 2 of announcement for CLE details
Jason Saunders, First Assistant Ethics Counsel, Office of Attorney Ethics
CLE Credit: See page 2 of announcement for CLE details
LOCATION:
Zoom Webinar - link will be sent the Friday before.
CREDITS:
CLE: NJ: 2.5 (incl. 2.5 ethics) | NY: 2.5 (incl. 2.5 ethics) | PA: 2.0 (incl. 2.0 ethics)
PROGRAM TYPES:
Newly Admitted Lawyers Course
SUBJECT AREAS:
Ethics
Fiscal Responsibility
Fiscal Responsibility
COST:
$50.00
DETAILED INFORMATION:
