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Trust Accounting Management Principles & Record Keeping Procedures

This course has been approved by The Florida Bar for 2.5 hours of General CLE credit including 2.5 hours of Ethics CLE credit and 0.5 hour of Technology CLE credit. DESCRIPTION Chapter 5 of The Rules Regulating the Florida Bar requires attorneys utilizing trust accounts to maintain specific records and perform monthly procedures. Unfortunately, many attorneys remain unaware of these requirements, while others claim time and resource constraints prevent them from dedicating attention to their trust accounts. However, it's essential to follow Chapter 5's guidelines to reliably safeguard client funds and protect one's legal license. In this webinar, you’ll learn: • How to determine whether funds belong in a trust account or operating account • How to properly document receipts and disbursements • Maintaining accurate client ledger cards • Conducting monthly reconciliation and comparison • Establishing a written plan for supervision and trust account compliance • Understanding the implications of an audit and how to handle it effectively