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Year End Checklist for Managing Your Trust

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

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

Ellis Boyle, Knott & Boyle PLLC 
Tom Boyle, Co-Founder, Trustbooks

Sponsored by:
Small Law Firm Center

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

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