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Client Trust Account Management: Essential Skills Workshop

Client Trust Account Management: Essential Skills Workshop for NY Attorneys
Monday, December 16, 2024 | 2:00 pm - 5:45 pm

Format: IN-PERSON
 Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.
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: 4.0 Professional Responsibility
Pennsylvania: 3.5 Professional Responsibility
Connecticut: Available to Licensed Attorneys


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:





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