7 Key Concepts Of Trust Accounting
Audio Transcript
In fact.
Trust accounting
after the adoption of Ctap 2 years ago, when the State bar ushered it out. 1st compliance period was A year ago they extended it to April 3.rd This year was the second Ctap compliance, requirement or client trust account protection program. Compliance, as of February first, st and now annually.
All licensees, except for some very limited exceptions, will now have to comply with basically registering any trust account maintained in California and
certifying that you’re in full compliance with all of the requirements for holding entrusted funds which are set out in rule of professional contact. 1.1 5.
Erin Joyce has extensive experience in State Bar investigations and disciplinary proceedings, plus over twenty-five years of civil litigation practice.
Erin was admitted in 1990 and practiced for nearly eight years in an intellectual property boutique before joining the Office of Chief Trial Counsel as a prosecutor for the State Bar, from 1997 through 2016. Erin has almost twenty years of experience handling all aspects of discipline cases against attorneys in State Bar Court, from the filing of the complaint through trial and review.
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When you get a letter from the State Bar, don’t go it alone! You need competent, experienced counsel to respond to the State Bar at every stage. Your license is at risk, so ensure you have the best representation from a former State Bar prosecutor before sending any response to an investigator or responding to formal charges leveled by the State Bar. You cannot make an informed decision without good advice. Call Erin now.
