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BBA Webinar: The Office of Bar Counsel Presents: Trust Account Training

Thursday, December 16, 2021 10:00 AM to 11:00 AM
- , Boston, MA


Description:

The BBA presents live webinars and virtual events via Zoom. Please register for this program through your BBA account at least two hours before the start time of the programto receive the Zoom webinar link.

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

For questions about the program, 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.

Sponsoring Section/Committee(s):

 

Contact:

Devon Bettinson
dbettinson@bostonbar.org

 

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