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Insurance Glossary
Gotta Keep Em Separated

Trust Account Best Practices for Lawyers

March 11, 2026 | 1:30 - 2:30 Eastern

$70 | Free for Policyholders

PURCHASE LIVE CLE WEBCAST
ALPS2026CLETrustAccts

Course Description:

Trust account problems remain among the leading reasons for attorney disciplinary action in the US. Certainly, there have been and will continue to be attorneys whose trust accounting activities are egregious and, in some situations, criminal. However, this does not account for all of the problems. Far too often, an attorney was less than diligent about maintaining proper and appropriate financial practices in the office, and things simply got out of hand. This program will start with a discussion of trust accounting basics, address common missteps lawyers make, and share best practices to help attorneys stay on the right path.

A Sampling of Attendee Takeaways: 

  • An explanation of the basics of setting up and maintaining a client trust account

  • An awareness of the importance of attorney oversight of client property, coupled with the details of how to accomplish this

  • An understanding of the common missteps that others make.

  • How a misunderstanding of banking terms and practices can lead to problems. 

 

Course Details

 

Register for the FREE live webinar.

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