Start Your FREE Membership NOW
 Discover Proven Ways to Be a Better Law Office Manager
 Get Our Daily eNewsletter, Law Office Manager Bulletin,
    and MUCH MORE
 Absolutely NO Risk or Obligation on Your Part -- It's FREE!

Upgrade to Premium Membership NOW for Just $90!
Get 3 Months of Full Premium Membership Access
Includes Our Monthly Newsletter, Office Toolbox, Policy Center, and Archives

A Basic Guide to Client Trust Fund Accounting & Reporting for Law Firm Administrators


Categories: ,

DianePractical, “How-to” Help to Create and Use Client Trust Accounts and Comply with the Latest Reporting and Recordkeeping Requirements.

Presenter: Diane L. Camacho, President, CEO, DLC Consulting Services, LLC

Here’s just some of what you’ll learn:

  • What is a client trust account?
  • Who is required to have a client trust fund account?
  • When and how to set up a client trust account
  • The latest rules and regulations governing client trust accounts.
  • The difference between a client trust fund and a security deposit account
  • What types of funds can be placed in client trust accounts
  • What reporting is required on your trust accounts?
  • Pitfalls and penalties for failing to maintain proper trust fund account compliance and reporting
  • How should your trust account be reconciled?
  • What profitability metrics should you be tracking?
  • Trust account liability
  • And much more!

Date: Wed., December 7, 2022
Time: 1pm – 2pm ET
Cost: $97 (free to LOM Premium members)

If you are a Premium Law Office Manager member, click HERE to register for free.