Trust Accounting from 16th Century Ethics to 21st Century Computers

The requirement that lawyers be able to account to their clients for all money entrusted to them is not just some modern bureaucratic regulation to make it hard to practice law. Its roots and the reasons go back centuries. Of course, the requirements today are mostly not left to common-law development, but instead are expressed in the Rules of Professional Conduct. This course will tie the steps of trust accounting, including pooled IOLTA accounts, back to the text of the Rules. It will show how the methods for keeping trust accounts by computer have their source in specific requirements.

This CLE is approved for credit through May 23, 2020.

Michael Trittipo, Attorney Editor, MSBA
Michael is an attorney editor with the MSBA. He earned his J.D. cum laude in 1981, and practiced law for several years. He currently maintains the MSBA's mndocs templates using the HotDocs platform.

CLE Credits:
1.0 Ethics CLE Credits approved | Event Code: 257496

MSBA Members:  $29.95
Non-MSBA Members:  $64.95



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