The BBA
presents live webinars and virtual events via Zoom. Please register for this
program using the instructions below at least twenty-four hours
before the start of the program.
Join the Office of Bar Counsel for a one-hour webinar on
trust account record keeping. The program will provide guidance for attorneys,
paralegals, bookkeepers, or other law office support staff interested in
receiving training on the requirements of Mass. R. Prof. C. 1.15, as revised
effective July 1, 2015.
This program will provide participants with a detailed
review of the records required to be maintained for IOLTA accounts and other
trust accounts, including:
- How to maintain your IOLTA account check
register and individual client ledgers in compliance with the
rules
- How to complete the mandatory “three-way”
reconciliation of your IOLTA account and produce the required reconciliation
reports
- How to document the withdrawal of an earned fee
from a trust account, including required notification and accountings to
clients
- What transactions are prohibited, including
writing checks payable to “cash” and using checks that are not prenumbered
The program is free, but advance registration is
required. To register, please call the Office of Bar Counsel at (617) 728-8750
and ask for “trust account program registration” or email Tina Fernandes at
t.fernandes@massbbo.org.