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Client Trust Accounting (Flash Drive)

Price:
$9.00
SKU:
SKU #20SFVBA-10-FD
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Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

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There are three options for building MCLE Audio Packages:

Turnkey Solution
Just click and add the select audio package to your cart and we will assemble it for you based on best selling and recent programs.

Choose Your Interested Areas of Law
Choose your categories of interest and we will select available programs from the areas you choose. Additionally, you can add specific programs SKU's numbers which will be included in your package in addition to your preferred categories.

Assemble Your Own
Assemble your own 12 hour, 13 hour. or 25 hour package. Simply copy and paste the SKU number of each program you would like included into the Specific Programs Desired section and we will build your custom package for you. Remember to include the required subfield hours (if you need them): 4 hours of legal ethics, 1 hour of the elimination of bias and 1 hour of the prevention of substance abuse programs to your list (we can select them for you if you desire).

How They Work

MCLE Credit: 1 hour Legal Ethics 

This seminar was recorded January 18, 2020. The program will cover: 

  • General observations
  • What is the purpose/goal of client trust accounting?
  • What is client trust accounting?
  • Non-delegable fiduciary duty
  • Fees for legal services – Rule 1.5(d)
  • Safekeeping Funds and Property of Clients and Other Person – Rule 1.15(a)(b)(c)(d)
  • Examples
  • Reconciliation Procedures
  • IOLTA Question
  • The Trust Account
  • Selected Relevant Rules and Statutes 

Program materials included. Speaker: Hratch J. Karakachian, CPA, Esq. Recorded January 18, 2020. MCLE Credit: 1 hour Legal Ethics

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Programs by MCLE Approved Providers:

San Fernando Valley Bar Association (#451)

Pasadena Bar Association (#531)

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