Attorney Trust Accounts: The Basics and Beyond
Thursday, February 27, 2020 | 6:00 pm - 8:00pm
Prefer to attend the live program? 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
Description:
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