Top 10 Trust Accounting Mistakes CLE
Top 10 Trust Accounting Mistakes, And How To Avoid Them



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on January 10, 2020

Trust accounting seems like a basic data entry task on its surface, but in reality, there are some common and easy-to-make mistakes that both lawyers and non-specialist bookkeepers frequently make. In this seminar, we’ll go over those common mistakes, and provide solutions so you can make sure your IOLTA accounts are compliant, and your law license safe from some common misconceptions and misunderstandings in lawyer trust accounting.

Devon Thurtle AndersonDevon Thurtle Anderson
Devon is a licensed attorney in three states, providing specialty bookkeeping and trust accounting compliance services for attorneys.

Contact Devon Thurtle Anderson

1 General Credit

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  1. Properly documenting trust transactions
  2. Properly accounting for transfers between trust and operating
  3. Using engagement and disengagement letters to help support proper trust accounting and record-keeping
  4. 3-Way Reconciliations
  5. Keeping trust funds secure
  6. Handling disputed trust funds