Client Trust Account Management: Essential Skills Workshop for NY Attorneys (OnDemand)
Originally held on Monday, December 16, 2024 | 2:00 pm - 5:45 pm
Program Fee:
$99 for Members | $199 for Nonmembers
Small Law Firm: $49 for Members
Description:
This program will address Attorney Trust Accounts Compliance, Rules and Ethics. Lawyers will learn the nuts and bolts of maintaining an escrow account, as well as participate in a ledger exercise and perform a three-way bank reconciliation.
Click Here to View Program Agenda & Faculty
CLE Credit:
New York: 4.0 Ethics
New Jersey: 4.2 Professional Responsibility
California: 3.5 Professional Responsibility
Pennsylvania: 3.5 Professional Responsibility
Connecticut: Available to Licensed Attorneys
Newly admitted attorneys in New York CANNOT earn skills, ethics, or cybersecurity-ethics credit for transitional on-demand courses but CAN earn credits in the areas of professional practice, law practice management, or cybersecurity-general if offered for this program.
For New York Attorneys: Newly admitted attorneys (those admitted to the New York State Bar for two years or less) may participate in Skills CLE courses in live, nontraditional formats, where questions are allowed during the program (through December 31, 2024 per recent guidance of the CLE Board – for more information, click here).
For New York Attorneys: This program is a transitional/non-transitional course.
Program Chair:
Kathryn Donnelly,Special Designated Disciplinary Counsel, Office of Disciplinary Counsel, Supreme Court of the Virgin Islands
Sponsoring Committees:
Professional Discipline Committee | Kathryn Donnelly, Chair
Co-Sponsoring Committees:
Small Law Firm | Adam N. Weissman, Chair
Sponsoring Association Committees:
Small Law Firm Center
Sponsored by:
