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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, […]
April 29, 2025

Trust Account Reconciliations: Ensuring Accuracy and Compliance for Indiana and California Attorneys

Trust Account Reconciliations: Ensuring Accuracy and Compliance for Indiana and California Attorneys Ensuring the accuracy of trust account reconciliations is crucial for attorneys, not only to […]
April 24, 2025

Building a System for Trust Account Compliance

Building a System for Trust Account Compliance Managing client funds is a fundamental responsibility for attorneys, and establishing a streamlined trust account compliance system is essential […]
April 22, 2025

State-Specific IOLTA Rules: What Georgia and Florida Lawyers Need to Know

State-Specific IOLTA Rules: What Georgia and Florida Lawyers Need to Know Managing trust accounts is one of the biggest ethical responsibilities for attorneys, yet it’s where […]
April 17, 2025

Preparing for a Trust Account Audit

Preparing for a Trust Account Audit Let’s be honest—a trust account audit sounds terrifying. Even if you’re doing everything by the book, the idea of someone […]
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