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March 1, 2011
Bar continues to work on trust accounting forms

A Board of Governors committee continues to work on trust accounting forms that can be included in Bar rules to help members comply with trust accounting regulations.

Board member Andy Sasso, chair of the Disciplinary Procedure Committee, said the committee is getting input from The Florida Bar Foundation, which runs the IOTA program in conjunction with lawyer trust accounts.

On a related matter, Sasso said the committee is working on additional language for the trust accounting section of the Bar’s annual membership fee statement. He said many lawyers don’t realize that it’s mandatory for the section to be filled out. Lawyers must indicate whether they have complied with trust accounting rules or that they don’t have trust accounts.

Sasso said the committee wants to make it clear that Bar members cannot ignore answering the trust account section. Although the Bar has been pushing compliance, around 3,200 lawyers have not filed an answer as required, he told the board. That figure is down from around 8,000 members before the Bar began its compliance effort.

The committee also is looking at a change to Rule 3-7.10 to define community and civic service standards for suspended attorneys seeking reinstatement.

[Revised: 12-07-2017]