Attorney Trust Accounting Best Practices
- Average Rating:
- 25
- Faculty:
- Miles Winder, Esq. | Nicola Moore-Miller | Bill Sansone, CPA | Sy Sommer
- Duration:
- 75 Minutes
- Format:
- Audio and Video
- License:
- Never Expires.
Description
Attorneys are ethically bound to safe keep their clients’ property. In light of this requirement, lawyers must keep client funds separate from their accounts and maintain complete and accurate records concerning client finances. Violating trust accounting rules can subject an attorney to disbarment, civil damages, and even criminal charges. For lawyers to protect themselves from a potential trust account violation, they need to increase their understanding of trust account compliance and the ethical implications of their conduct.
Presented by LEAP Legal Software, Attorney Trust Accounting Best Practices will provide attorneys with a foundational understanding of everything they need to know about trust accounting. During this live webinar presentation, we will review the attorney rules of professional conduct, relevant case law, and ethical opinions relating to attorney trust accounting. Next, we will cover the recommended best practices for effective attorney trust account management from the perspective of a Certified Public Accountant. Finally, we will discuss how implementing the right software and technology solutions in your law practice can aid in maintaining compliance with the rules regulating attorney trust accounting.
This program will benefit attorneys in private practice, especially solo practitioners and small firm attorneys tasked with actively managing their own attorney trust accounts.
Credits
This program is eligible for 1 hour(s) of Ethics CLE credit in 60-minute states, and 1.2 hour(s) of Ethics CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
LEAP will seek MCLE accreditation in CA, CT, FL, IL, NJ, NY, PA, and RI. Additional states may be requested upon completion of the course.
If you have met the participation requirements for this course, you will receive a personalized CLE affidavit from mcle-leap@americanbar.org. Please check your spam folder as these e-mails may end up there. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will also be emailed to you from mcle-leap@americanbar.org.
Handouts
| 01. Attorney Trust Accounting Best Practices CLE Slide Deck (3.5 MB) | 56 Pages | Available after Registration |
| 02. Care and Maintenance of Attorney Trust Accounts - Annotated Bibliography (93.2 KB) | 9 Pages | Available after Registration |
| 03. Office of Attorney Ethics - List of Trust Account Deficiencies (71 KB) | 9 Pages | Available after Registration |
| 04. Jayva Global - Are You Compliant with Client Trust Account Guidelines? (2.7 MB) | 4 Pages | Available after Registration |
Faculty
Miles Winder, Esq. Related Seminars and Products
Past President
NJSBA
Miles S. Winder, III is an attorney admitted to practice law in the states of New Jersey, Colorado, and Florida. Miles is a former officer of the New Jersey State Bar Association, having served in various positions from 2003 through 2017, including a term as President in 2015-2016. Miles previously practiced with the law firms of Wharton Stewart & Davis and Ozzard Wharton before starting a solo practice in 1994 which he continues to run. Miles’ areas of practice include attorney ethics, estate litigation, estate planning, real estate transactions and litigation, contracts, and commercial law. Miles is a published author and also an established lecturer on legal ethics topics. Miles resides in Tacoma, Washington.
Nicola Moore-Miller Related Seminars and Products
Chief Executive Officer
Jayva
Nicola Moore Miller is the Global Chief Executive Officer of Jayva, an organization of dedicated practice management consultants and software trainers for the legal sector. An accountant by training, Nicola previously served as the Finance Manager for Cobbetts LLP, a 700-person UK law firm, and is a member of the Chartered Institute of Global Management Accountants. In 2014, Nicola founded Jayva, whose mission is to “inspire law firms to harness the power of technology and thrive.” Jayva now operates globally and has assisted over 1500 law firms around the world with getting the most benefits out of technology in their legal practices. Nicola resides outside of Manchester in the United Kingdom.
Bill Sansone, CPA Related Seminars and Products
Partner
Withum Smith & Brown PC
William E. Sansone is a licensed CPA in New York, New Jersey, and Florida, and is a Partner and Team Leader for Law Firms with Withum Smith+Brown PC. With more than 40 years of experience in private industry and public accounting, focusing on turning financial data into bottom-line growth. He specializes in services for law firms, with expertise in practice management, law firm profitability analysis, business and strategic planning, business succession planning, partner compensation plans, cash flow management, budgeting and forecasting, operations review, and auditing and tax. Bill is a frequent speaker for various local bar associations, Thomson Reuters and other law industry organizations.
Sy Sommer Related Seminars and Products
Director of Product Enablement
LEAP Legal Software
Sy Justin Sommer is the Director of Product Enablement at LEAP Legal Software. Sy is a 2010 graduate of Fordham Law School and is an attorney admitted to practice in the State of New York. Sy began his career in the Family Law Department of Manhattan law firm Davidoff Hutcher & Citron LLP. After three years with DHC, Sy took a role with JPMorgan Chase Bank in Brooklyn, NY where he served as an Associate Vice President Senior Counsel in the bank’s Mortgage Banking Litigation group. In 2018, Sy sought to apply his legal education and experience in the legal technology space and joined LEAP with excitement to further the company’s mission of helping attorneys to be more productive with cloud technology. Despite being a born and raised New Yorker, Sy currently resides in Jersey City, New Jersey.
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