| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
What are the three parts of the three-way reconciliation?
What documents must be maintained on the trust? What documents will the bar request if a dispute arises over trust account funds? How long can you hold disputed lien money in trust? What to do with missing clients who have money in trust? Can you pay yourself first when theres a dispute over trust funds? Where does mixed money go? Can a national firm have a trust account in another state? Why are credit cards so problematic on trust accounts? Where do you deposit earned-upon-receipt fees and advance waivers? Trust Account Tips and Cautions - by Lynda C. Shely Information on the new Random Examination Rule.
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||