Sprouting the Latest Updates

Learn about the most common mistakes made by attorneys and firms when managing their trust accounts.

Attorneys are required to review prepared reconciliations per client trust accounting regulations.

Given the learnings of CTAPPs first year, the update also will include best practices, correctional measures, and if necessary, redirection to disciplinary programs.

The State Bar is working with banking institutions and stakeholders to decipher which data points would prove most useful to audit and regulate client trust accounts.