Managing Client Trust Accounts (October 2014) [LL151230-MP3 / LL151230-FSV]

Managing Client Trust Accounts (October 2014) [LL151230-MP3 / LL151230-FSV]

Original Program Date: October 22, 2014
Duration: 1 hours, 29 minutes
Credits: Ethics: 1.50
List Price:$49.00
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Product Description:

This program is a practical step-by-step approach to learning exactly how to ethically manage your client’s trust accounts. Learn just what you need to do to keep track of client funds, to prevent accidentally spending client’s money, and to keep your funds from mixing with the clients’. Learn trust accounting from start to finish, from setting up a trust account to final client disbursements. Practice worksheets and step-by-step guide are included in this practical and entertaining seminar.

A must for every attorney, including supervising tips for those who have staff helping to manage client trust accounts.

Here are just a few questions that you’ll have answered:
  • What funds need to go into the trust account?
  • Can I have a non-attorney staff as a signatory on a client trust account?
  • What about contingent fees?
  • What if the client pays by credit card?
  • How long do I have to keep trust account records?
  • Do I really have to keep an account ledger and a client ledger?
  • What if a check comes in that contains both client funds and lawyer funds?
  • After depositing a check into the trust account, can I immediately disburse the funds?
  • Can I use trust account funds to pay a client’s filing fee?
  • What do I do with unclaimed trust account funds?
Presenter: Cheryl M. Heuett - Senior Auditor, WSBA, Seattle

This seminar was recorded on October 22, 2014, in Seattle, WA.

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If you have questions please call WSBA Order Fulfillment at 206-733-5918 or email

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