The Florida Bar
www.floridabar.org


The Florida Bar Continuing Legal Education Committee and the
Law Office Management Assistance Service (LOMAS) present
Maintaining a Trustworthy Trust Account

Course Classification: Intermediate Level

Course No. 1902R


Are you certain you understand trust accounting rules? This seminar contains a detailed presentation of rules and expectations from The Florida Bar about how to properly manage your trust account. Trust accounting involves more than just keeping money in the bank. Participate in this informative session to review the basic principles of trust accounting. Topics addressed include Florida Bar trust account rules and applicable ethics opinions, key definitions, and best practices.



Maintaining a Trustworthy Trust Account: Trust Me, It’s Not Your Money


Are you certain you understand trust accounting rules? This seminar contains a detailed presentation of rules and expectations from The Florida Bar about how to properly manage your trust account. Trust accounting involves more than just keeping money in the bank. Participate in this informative session to review the basic principles of trust accounting. Topics addressed include Florida Bar trust account rules and applicable ethics opinions, key definitions, and best practices.

Speaker: Judith D. Equels has more than 25 years of law firm management experience. On behalf of The Florida Bar, she provides assistance in all aspects of law office management to law firms of all sizes and corporate legal departments, as well as government law offices.

(75 mins)


LOMAS Order Form 070114.pdfLOMAS Order Form 070114.pdf










ELECTRONIC COURSE MATERIAL NOTICE:
Florida Bar CLE Courses feature electronic course materials for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video Dvds. This searchable electronic material can be downloaded and printed and is available via e-mail several days in advance of the live presentation or thereafter for purchased products. The Course Book can be purchased separately. Effective July 1, 2010.



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Credit may be applied to more than one of the programs above but cannot exceed the maximum for any given program. Please keep a record of credit hours earned. RETURN YOUR COMPLETED CLER AFFIDAVIT PRIOR TO CLER REPORTING DATE (see Bar News label). (Rule Regulating The Florida Bar 6-10.5).




*** Live ** Videotaping Session * Videotaped Replay









[Revised: 06-01-2008]