MAINTAINING A CLIENT TRUST ACCOUNT
As a member of your States Bar Association and/or the ABA, you probably receive monthly literature that includes information about disciplinary actions against members who have been found to be in violation of the Rules concerning Client Trust Accounts.
If you want to make sure that you (or one of your office staff) doesnt make some stupid mistake that can cause you to lose your license, PLEASE watch this video.
Attorney Diane L. Karpman (former CA State Bar Court Principal Referee) states that "...your trust account islike a ticking bomb in your desk drawer...It must be properly maintained, or you can lose your license... it's the easiest way..."
Many states report that of the thousands of complaint calls that they receive each year concerniing member conduct, after the number one complaint of "not returning phone calls," the most disciplined offense is failure to properly maintain the client trust bank account.
MCLE approved in CA
order item #400 ..$ 39.95
1. The Segregation Rule
2. The Notification Rule
3. The Identification and Safekeeping Rule
4. The Recordkeeping Rule
5. The Payment-Deilvery Rule
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