Understanding Retainers and Trust Accounts: A Lawyer’s Guide to Compliance & Client Trust Retainers aren’t just upfront payments—they are a legal and ethical responsibility that must […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
Trust Account Rules Every Lawyer Should Know: Spotlight on Kansas and Texas Listen, no one wakes up excited to learn about trust account rules—but knowing them […]