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Maintaining Attorney Trust and Business Accounts

Monday, October 28, 2024 | 5:00 PM EDT - 7:05 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
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
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
COST:
$50.00
DETAILED INFORMATION:
Camden Location
Rutgers Institute for Professional Education
Rutgers Law School
217 North 5th Street
Camden, NJ 08102
(856) 225-6658  •  
Directions and location information
Newark Location
Rutgers Institute for Professional Education
Rutgers Law School
Center for Law and Justice
123 Washington Street
Newark, NJ 07102
(973) 353-5928  •  
Directions and location information
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