The Missouribar – 2021 Understanding & Managing Client Trust Accounts
$150.00 Original price was: $150.00.$30.00Current price is: $30.00.
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Description
Unlock exclusive learning opportunities with the The Missouribar – 2021 Understanding & Managing Client Trust Accounts course at esys[GB]. Explore expert insights, advanced techniques, and practical applications from world-renowned instructors in your chosen field. Empower your growth and career with our curated collection of over 70,000 courses from top authors such as John Overdurf, Conor Harris, Tony Robbins, Dr. Joe Dispenza, and more.
- Practice Area:
- Ethics | General Practice
- Format:
- Audio and Video
Description
This presentation will be an instructional CLE focused on trust accounting procedures and real practice scenarios. Participants will be provided with a self-audit for lawyer trust accounting, with guidance for building simple, routine steps to reduce mistakes and OCDC inquiries, and to protect client and attorney funds.
- Account set-up; Lawyer Trust Account Foundation regulations
- Receipts, deposits and disbursements with client trust accounts
- Fiduciary concepts. (Whose money is it?)
- Record keeping requirements. (Rule 4-1.15)
- 21st Century problems and solutions (credit cards, electronic banking, accounting software, faster check processing)
- Security, supervision, delegation; reconciliation
- Rule changes and case analyses
Speakers: Kelly Dillon CFE, Investigative Examiner, Office of Chief Disciplinary Counsel, Jefferson City and Sam S. Phillips, Deputy Chief Disciplinary Counsel, Jefferson City
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📚 Course Highlights
- ✅ Comprehensive training materials from top experts in the industry.
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- ✅ Practical tools and strategies to apply immediately in real-world situations.
- ✅ Curated content based on the latest research and methodologies.
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🔗 Related Authors and Topics
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- 🎤 John Overdurf – Hypnosis and NLP Expert
- ⚙️ Conor Harris – Biomechanics Specialist
- 🌱 Dr. Joe Dispenza – Mind-Body Connection and Healing
- 💼 Tony Robbins – Personal Development and Success Coaching
- 🧠 Richard Bandler – Co-Founder of NLP
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