Webinar: Navigating Trust Accounting: Best Practices and Pitfalls
June 18, 2024 | Online Webinar via Zoom
Event Details & Collateral
Date and Time: June 18, 2024, from 12:00 PM to 1:00 PM
Location: Online Webinar via Zoom
Join us for an insightful webinar titled "Navigating Trust Accounting: Best Practices and Pitfalls" on June 18, 2024. This event is essential for legal professionals who want to deepen their understanding of trust accounting under the amended Rule of Professional Conduct 1.15 and new Rules 1.15A and 1.15B.
To follow along throughout the webinar, please download the presentation here.
What You Will Learn:
Ethical Duties and Requirements: Gain a thorough understanding of the ethical obligations and basic requirements for handling trust funds and property.
IOLTA Accounts Management: Learn practical strategies for managing Interest on Lawyers' Trust Accounts (IOLTA) while ensuring the protection of client funds.
Best Practices for Client Trust: Discover proven best practices for maintaining client trust, including practical tips and real-world examples.
Tools and Resources: Access sample accounting forms and conduct a self-audit of your trust account to ensure compliance and best practices.
About the Speaker:
Mary Andreoni, Ethics Education Senior Counsel for the Illinois Attorney Registration and Disciplinary Commission (ARDC), where she develops and implements the ARDC’s ethics education initiatives. She has authored many articles, including the ARDC publications, Client Trust Account Handbook, The Basic Steps to Ethically Closing a Law Practice, and Leaving a Law Firm: A Guide to the Ethical Obligations in Law Firm Departure and is a frequent contributor to the Illinois Courts Connect newsletter. She has also spoken at hundreds of programs on legal ethics.
Before joining the Commission, Ms. Andreoni was a law clerk to Illinois Appellate Court Justice Mel R. Jiganti and later practiced commercial litigation with the law firm of Peterson & Ross in Chicago. While in practice, she also served as a board member on the ARDC Inquiry and Hearing Boards. Active in the Chicago Bar Association (CBA), she has served on several committees and is past chair of the CBA Professional Responsibility Committee (2014-2015). Ms. Andreoni received her J.D. from Loyola University School of Law in Chicago.
Continuing Legal Education (CLE) Credit:
This webinar offers 1.0 hour of MCLE credit, including 1.0 hour of professional responsibility MCLE credit (pending approval).
Don't miss this opportunity to enhance your knowledge and skills in trust accounting. Register now to secure your spot and ensure you are compliant with the latest professional standards.
Master the best practices and pitfalls of trust accounting to boost your professional expertise and stay ahead in your legal practice. Join us on June 18, 2024, for this informative and valuable webinar.
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