LIVE WEBCAST
Year-End Checklist for Managing Your Trust Account
Thursday, November 18, 2021 | 9:30 am - 10:45 am
Please note that this program is live webcast only and will not be available on demand.
Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.
Program Fee:
Free for Members | $69 for Nonmembers
CLE Credit:
New York: 1.5 Law Practice Management
New Jersey: 1.4 General
California: 1.5 General
Pennsylvania: 1.0 General
This program provides transitional/non-transitional credit to all attorneys
Description:
Go through a year-end checklist for your trust account to ensure you are in compliance with New York trust requirements. We will cover common mistakes that attorneys face with their trust account. This will include real world examples to better highlight when and how attorneys make trust mistakes. We will walk through a year-end checklist that you can use in reviewing your trust account to make sure you are meeting New York trust requirements and following trust accounting best practices. This course is designed to give you real case studies to help you relate and understand improvement areas that you can make with safeguarding funds held in your trust account.
Click Here to View Program Agenda & Faculty
Co-Instructors:
Ellis Boyle, Knott & Boyle PLLC
Tom Boyle, Co-Founder, Trustbooks
Sponsored by:
Small Law Firm Center
