Category: Law Office Management
, Ethics / Professionalism
, Financial Planning
, General Practice
, ICLEF ONLINE Seminars
, ICLEF Publications - Downloads for Purchase
, Practice Management
, Trusts (show less)
After you purchase this material it will be downloaded to your ICLEF Online Account. After logging in to your ICLEF Online Account simply click on the "My Account" tab to access the materials.
Note: All ICLEF Publications are protected under © copyright laws of the United States and may not be disseminated, by or through any means, without prior written approval of the Indiana Continuing Legal Education Forum (ICLEF), 230 East Ohio Street, Suite 300, Indianapolis, Indiana 46204 // ph: (317) 637-9102 // fax: (317) 633-8780 // e-mail: email@example.com
These agenda times pertain to the Live Seminar Program only. Please note Agenda start times may be different for the video replay locations.
With some new Trust Account Rules in place, here is your chance to get it right. ICLEF and the Disciplinary Commission have once again partnered for this unique program that will emphasize not only "how" to do it, but also "why" it should be done the right way. Examples will be provided, along with some enjoyable video examples to help illustrate the information presented. This program will also be beneficial to office administrators and paralegals used by law firms to handle trust account management matters.
This will be a course in which participants don't just listen to lectures, but actually receive multi-media and multi-process training in Trust Account Management.
- Beyond the Requirement – The Real Importance of Trust Accounts
- Setting up the Account
- Trust Account Spread Sheets
- Deposits and Payments from Client Funds
- General Ledgers and Individual Client Ledgers
- The IOLTA Program Step by Step
8:30 A.M. Registration & Coffee
9:00 A.M. Program Begins
10:30 A.M. 15 Minute Coffee Break
12:15 P.M. Adjourn
To receive CLE credit for an ICLEF ON DEMAND seminar you must watch the ON DEMAND program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF ON DEMAND seminars.