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Event Information

Live Webcast: 2021 LEAPP Trust Account School

September 15, 2021


LEAPP 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

CLE Big Ticket
$0.00
Member Registration
$195.00
Non-Member Registration
$195.00
SC Bar Certified Paralegal
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking 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

 

 

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