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On Demand
Included in
Essentials and Plus
How to Avoid Mistakes and to Comply with Your Ethical Obligations When Overseeing Your Trust Account (Update)
What You'll Learn AI-Generated
- 1 Perform monthly three-way reconciliations of book balance, bank balance, and client ledgers
- 2 Maintain required trust records: receipts and disbursements journal plus individual client ledger cards
- 3 Prohibit ACH/e-check transfers and ATM use from trust accounts; permit only wires or checks with wet signatures
- 4 Prepare for random audits using the OAE Blue Book checklist and consider hiring counsel for audit review
"Clear, practical guidance on NJ trust/IOLTA rules and attorneys’ ethical duties, reinforced by real-world examples and cautionary horror stories."
Based on transcript analysis and 21 reviews
Overview
Beginner
This course includes:
- 1 hour on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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