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LEAPP: Trust Account School

Wednesday, June 11

Live at the
SC Bar Conference Center

Registration Fees:
Early Bird $160
Regular $210 (after May 28)

VIEW THE BROCHURE

MCLE/JCLE/LEPR Credit

This program qualifies for 4.0 MCLE credit hours, including up to 4.0 LEPR credit hours

ABOUT THE SEMINAR
LEAPP Trust Account School is a half-day session (4 hours) addressing mandatory accounting and recordkeeping requirements for client trust accounts. Participants also explore hypotheticals based on actual disciplinary cases and discuss tools, techniques, and law office policies that can help the practitioner effectively avoid mistakes, misappropriation, and discipline. Participants work in small groups and conduct monthly trust account reconciliation. 

AGENDA
9:00 a.m.      Trust Account Management 
                        Rule 417 – Recordkeeping
                        Good Funds Rule 

10:00 a.m.    Avoiding Discipline
                        Commingling
                        Detecting Misappropriation
 
11:00 a.m.    Break
 
11:15 a.m.    The Reconciliation Process
                        Reviewing Bank Statements
                        Reconciliation Reports
                        Identifying Errors
 
1:15 p.m.       Adjourn
 
All registrations must be pre-paid.  All registrations must include a credit card number

Cancellation & Refund Policy: Refunds, less $25.00 administrative processing fee, will be made for cancellations received in writing to SC Bar-CLE Division at registrar@scbar.org by 5 pm one week prior to the seminar. If you register but do not cancel by 5 pm one week before or register but do not attend, you will receive the course materials in consideration of payment. Designated substitutes may take the place of registrants unable to attend.