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Maintaining Attorney Trust and Business Accounts: How to Sail Through an Audit and Avoiding Common Pitfalls

Tuesday, November 19, 2013 | 6:00 PM - 8:00 PM
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 that give rise to audit issues with respect to handling client funds, maintaining attorney trust, business and fiduciary accounts and the required record-keeping. This will be done by providing a first-hand view of the audit process, red flags and how to avoid issues during an audit. This program is appropriate for both new attorneys and seasoned attorneys. Topics include:

• the responsibilities of the attorney under the Rule of Professional Conduct 1.15
• basic record keeping requirements for Attorney Trust Accounts (ATA), Attorney Business Accounts (ABA) and how they differ
• the mechanics of attorney trust accounting
• key concepts of attorney trust accounting
Faculty:MIMI LAKIND, Esq., a 28-year veteran of the Office of Attorney Ethics Random Audit Program has been a senior random auditor for 18 years. She is responsible for conducting random compliance audits of attorney trust, business and fiduciary accounts.
Location:Rutgers School of Law-Newark
S.I. Newhouse Center for Law and Justice
123 Washington Street
Newark, NJ 07102
Credits:CLE ETHICS: NJ:2.0 | NY:2.0 | PA:2.0
Course Types:Newly Admitted Lawyers Course
Subject Areas:Ethics
Fiscal Responsibility
Law Practice Management
Self Management
Cost:$50.00
Detailed Information:Program Announcement
Registration for this program is now closed. Please see the full listing for upcoming IPE programs.