Cybersecurity for Trust Accounting
Monitor your trust account daily Check your account regularly to make sure all transactions posted are ones you authorized. Report any fraudulent or suspicious activity immediately. Create a strong...
View ArticleLegalFuel Speaker Series: Making the Jump: A Step-By-Step Guide On How to...
Course Number 3248 CLE Approved for 1 hour of General CLE Credit, 0.5 hours of Ethics, and 0.5 hours of Technology. Speaker Valerie Barnhart, esq. Description Many attorneys dream of opening their own...
View ArticleFrauds Targeting Attorney Trust Accounts
The Practice Resource Center continues to receive reports of frauds targeting attorney trust accounts. The three most prevalent types of frauds are 1) Counterfeit bank checks 2) Compromised wire...
View ArticleTrust Accounts by the Book
Course Number 1806863N CLE Approved for 0.5 hours of General CLE Credit and 0.5 hours of Ethics. Description Elizabeth Tarbert, Florida Bar Ethics Counsel, will address Bar Rules that are specific to...
View ArticleTech Tune-Up: Solutions for High Performance Trust Accounting
Course Number 4739 CLE Approved for 1.0 hour of General CLE Credit including 1.0 hour of Ethics and 1.0 hour of Technology. DESCRIPTION If your trust accounting procedures are in need of a technology...
View ArticlePayment Apps | USE CAUTION
By: Karla J. Eckardt, Practice Management Advisor LegalFuel: The Practice Resource Center of The Florida Bar Consumers have become accustomed to the convenience of paying for goods and services using...
View ArticleTrust Accounting Management Principles & Record Keeping Procedures
COURSE NUMBER 3757 CLE Approved by The Florida Bar for 2.5 hours of General CLE credit including 2.5 hours of Ethics CLE credit and 0.5 hour of Technology CLE credit. DESCRIPTION: Chapter 5 of The...
View ArticleTrust Account Compliance and How the Software Program, Nota, (That Is Now...
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View ArticleManaging Client Trust Accounts and Ensuring Compliance
COURSE NUMBER 8042 CLE Approved by The Florida Bar for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit. DESCRIPTION During this session, our speakers are going to discuss...
View ArticleTrust Accounting Resources
Where to start? Fees and When to Place in Trust Opening a Trust Account FAQs Forms Notice to Eligible Institution Form (Submit to bank. Must be kept on file.) Sample Trust Account Bank Notification...
View ArticleOpening a Trust Account
Trust accounts are necessary for the majority of law firms. If there is one topic that you revisit often, this is it. Failure to comply with trust accounting rules results in many disciplinary...
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