A Deeper Dive into Client Trust Accounts for Solo and Small Firms
Date:
Aug. 25, 2022
Time:
This CLE delves into the nuances of client trust accounts governed by RPC 1.15A, 1.15B, and 1.5 with a focus on solo and small firms, including:
- Client trust account basics
- Handling advance fee deposits, retainers, and flat fees
- Unclaimed funds
- Random examination program
- Trust account overdrafts
- Investigative audits
- Common RPC violations and how to avoid them
- Fraud -- how to detect and avoid
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