Maintaining Attorney Trust and Business Accounts
Thursday, April 13, 2023 | 5:00 PM EDT - 7:10 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.
• 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
Alternative, verifiable, live webinar/webconference with synchronous interactivity. Zoom webinar link and materials to be emailed to registrants.
See announcement for CLE credit breakdown.
Alison Picione, Chief of Investigations, Office of Attorney Ethics
Jason Saunders, First Assistant Ethics Counsel
Northern New Jersey
Central New Jersey
Southern New Jersey
New York City Metro Area
Philadelphia Metro Area
CLE: NJ: 2.5 (incl. 1.2 ethics) | NY: 2.5 (incl. 1.0 ethics) | PA: 2.0 (incl. 1.0 ethics)