fbpx
May 20, 2025

Closing a Trust Account: Steps for Compliance & Avoiding Penalties 🚨

Closing a Trust Account: Steps for Compliance & Avoiding Penalties 🚨 Closing a trust account isn’t as simple as withdrawing the balance and shutting it down. […]
May 13, 2025

Trust Account Fraud Prevention: How to Protect Your Firm & Your Clients

Trust Account Fraud Prevention: How to Protect Your Firm & Your Clients Trust accounts hold some of the most sensitive funds in your law firm, making […]
May 8, 2025

Trust Account Recordkeeping: Essential Practices

Trust Account Recordkeeping: Essential Practices Meticulous recordkeeping of client trust accounts is a fundamental ethical obligation for attorneys. Proper management ensures compliance with legal standards, maintains […]
May 6, 2025

How to Avoid Trust Account Discipline

How to Avoid Trust Account Discipline Managing client trust accounts is a fundamental responsibility for attorneys, and mishandling these accounts can lead to severe disciplinary actions, […]
BOOK NOW

Login

Lost your password?

Create an account?