Maintaining Attorney Trust and Business Accounts
Wednesday, December 4, 2019 | 6:00 PM - 8:10 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 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.
NY CLE Information: This program qualifies for New York CLE credit pursuant to the Approved Jurisdiction policy. Transitional and non-transitional. An aggregate of 2.5 credit hours can be applied toward the Ethics and Professionalism or Law Practice Management requirements. Duplicate credit for the same hour of instruction is not permitted.
PA CLE Information: This program has been approved by the Pennsylvania Continuing Legal Education Board for 2.0 hours of substantive law, practice and procedure CLE credit and 2.0 hours of ethics, professionalism or substance abuse CLE credit.
Barbara M. Galati, Chief of Random Audit, Office of Attorney Ethics
William Ruskowski, Chief of Investigations, Office of Attorney Ethics
Central New Jersey
Southern New Jersey
Philadelphia Metro Area
Rutgers Law School
217 North Fifth Street
Camden, NJ 08102
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