IOLTA/CTAPP: The Dos and Don'ts of Handling Others' Funds

Monday, May 15, 12:30 pm - 1:30 pm Pacific via ZOOM

Register to Attend

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Earn 1.0 CA CLE Hour in Legal Ethics

Meet the Speakers

Rachelle Cohen

Valensi Rose, PLC

Erin Joyce

Erin Joyce Law, PC

About the Program

This program will review lawyers’ ethical obligations in holding funds belonging to others. This program will cover the guidance and pitfalls in trust accounting and the new mandatory Client Trust Account Protection Program and will include considerations of banking stability.

This program is presented by the Law Practice Management & Technology section, chaired by Brian Lepak and Dean Serwin. Find out more about the section at

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. 

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