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Event Information
Live Webcast: 2021 LEAPP Trust Account School
September 15, 2021
Credits
N/A
MCLE: 4.50
Ethics: 4.50
Pricing
Dates
Wednesday, September 15, 2021Time
9:00 AM - 3:00 PMRegistration Deadline
Wednesday, September 15, 2021LEAPP Trust Account School is (4.5 hour) program covering mandatory accounting and record keeping requirements for client trust accounts.
Participants and faculty discuss tools, techniques, and law office
policies that can help the practitioner effectively avoid mistakes, misappropriation,
and discipline. At the end of the program, participants have the opportunity to
work through a monthly trust account reconciliation to test their knowledge.
The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.
Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees. The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.
Registration Fees
Price Description | Amount |
---|
Agenda
Speakers
Name | Organization | Speaking At |
---|---|---|
Beth Richardson | Robinson Gray Stepp & Laffitte, LLC | - |
John Nichols | Bluestein Thompson Sullivan LLC | - |
Policy
Continuing Education
Agenda
Program
Agenda
Program led
by: John S. Nichols, Supreme Court Office of Disciplinary Counsel
Beth B.
Richardson, Robinson Gray Stepp & Laffitte, LLC
9:00 a.m. Trust Account Rules
Rule
1.15, RPC – Trust Accounting
Rule
412, SCACR - IOLTA
10:30 a.m. Break
10:45 a.m. Trust Account Rules (cont.)
Rule
417, SCACR – Recordkeeping
11:30 a.m. The Reconciliation Process
Reviewing
Bank Statements
Reconciliation
Reports
12:00 p.m. Lunch
1:00 p.m. The Reconciliation Process (cont.)
Identifying
Trust Account Errors
1:45 p.m. Avoiding Discipline
Overdrafts
& NSF Items
Liens
& Other Disbursement Issues
2:15 p.m. Break
2:30 p.m. Avoiding Discipline
Avoiding
Scams
Detecting
Misappropriation
3:00 p.m. Adjourn