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Sprouting the Latest Updates
One blog post at a time.
July 3, 2024
July 5, 2024
Trust Account Bookkeeping
The Ethics of Attorney Fee Modifications
In this article we will delve into the uncertain ethical requirements surrounding attorney fee modifications, focusing on California Rule 3-300 and the involved implications.
June 24, 2024
Trust Account Bookkeeping
Business and Professional Codes on IOLTA Accounts
Learn about the state of California's Business and Professional Codes on IOLTA accounts with SmartBean®'s guide. Essential for ethical client fund management.
June 10, 2024
Trust Account Bookkeeping
Handling Fee Disputes: Returning Funds to Client Trust Accounts
Learn how Orange County attorneys should handle fee disputes and the return of withdrawn funds to client trust accounts. Explore key regulations, hypothetical scenarios, and best practices to ensure compliance and maintain ethical standards. Contact SmartBean® for expert trust account bookkeeping services.
June 3, 2024
Trust Account Bookkeeping
Tips for Attorneys: How to Handle Pecuniary Interests Adverse to Clients
Discover essential guidelines for Orange County attorneys on managing pecuniary interests, Rule 1.8.1 compliance, and trust account bookkeeping. Learn from notable case studies and ensure ethical client transactions with expert advice from SmartBean®
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