Attorney Trust Accounts: The Basics and Beyond

Attorney Trust Accounts: The Basics & Beyond
Thursday, February 27, 2020 | 6:00 pm - 8:00 pm
Prefer to view the live webcast? Please CLICK HERE.

Program Fee:
$99 for Members | $199 for Nonmembers
Small Law Firm: $59 for Members
Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

CLE Credit:
New York: 2.0 Ethics
New Jersey: 2.3 Professional Responsibility
California: 2.0 Professional Responsibility
Pennsylvania: 1.5 Professional Responsibility
Connecticut: Available to Licensed Attorneys

This program provides transitional/non-transitional credit to all attorneys

Establishing and maintaining an Attorney Trust or IOLA bank account should not be challenging for a law firm. This CLE program is appropriate for any attorney, new or seasoned, who manages an Attorney Trust or IOLA bank account. It will explore both the practical and ethical considerations of opening and administering such an account and will provide a broad overview of Rule 1.15, Judiciary Law § 497, UCC Article 4 and other regulatory schemes that impact such accounts. The program will provide practical advice from two professionals concerning the day-to-day operations of Attorney Trust and IOLA accounts.

Deborah A. Scalise is an Ethics Attorney who practices in the NY metropolitan area and Larry McElroen has administered Attorney Trust and IOLA accounts on behalf of banks and their attorney customers for more than twelve years.

Click Here to View Program Agenda & Faculty

Program Co-Instructors:
Larry McElroen, Managing Director Escrow Services, Bank OZK
Deborah A. Scalise, Scalise & Hamilton P.C.

Sponsoring Association Committee:
Small Law Firms, Gary M. Kaufman, Chair

New York City Bar 42 West 44th St New York, NY 10036

Please Sign In to Register

Thursday, 27 February 2020