The Seven Keys for Trust Accounting

Tuesday, October 29, 5:30 pm - 6:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 hour of Legal Ethics CLE Credit or Legal Malpractice Law LSCLE credit.

Meet the Speaker

Erin Joyce

Founder

Erin Joyce Law, PC

About the Program

Attorneys’ obligations to ensure proper handling of client trust accounts have never been more scrutinized than they are now. With the ever-evolving rules of professional conduct and the nuanced obligations pertaining to handling of client funds, it’s easy to misstep even with the best of intentions. This program will clarify your obligations and teach you to avoid potential pitfalls by providing you seven critical tools you need to always be compliant with your client trust obligations.

This program is presented by the Law Practice Management & Wellness section, chaired by Dean Serwin. Find out more about the section at www.bhba.org.

CLE CREDIT: BHBA CLE programs are eligible for credit in all jurisdictions with mandatory CLE requirements, subject to accreditation and restrictions below. The process for obtaining credit varies by state. For comprehensive details on course accreditation, please email help@bhba.org. Always refer to the registration page and/or course flyer for detailed CLE information for each course.

BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut, and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.