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  SAN FRANCISCO PARALEGAL ASSOCIATION

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MCLE - IOLTA Accounts

12/29/2018 5:08 AM | Deleted user

Sonoma County Bar Association

January 7, 2019 / Check-In: 3:45 pm; Presentation: 4:00—5:00 pm 

 

 

Client Trust Accounting

This Program will Cover the Following Topics:

 

~ The Importance of Client Accounting

~ The Rules: California Rule of Professional Conduct 4-100

~ Key Concepts in Client Trust Accounting

~ Opening a Client Trust Bank Account

 ~ Depositing Money Into Client Trust Bank Accounts

~ Paying Money Out of Client Trust Bank Accounts

~ Record-keeping

~ Reconciliation

 

 

 

 https://www.sonomacountybar.org/?p=10731

 

 

 



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San Francisco Paralegal Association

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San Francisco, CA  94104

(415) 946-8935