Educational Session: WSBA Presentation on Trust Accounting

10apr12:00 pm1:00 pmEducational Session: WSBA Presentation on Trust Accounting

Event Details

About the Webinar:

Join us for this live CLE webinar focused on managing your client trust account (IOLTA) with Margeaux Green, WSBA.

CLE Credit: 1 Hour Ethics

CLM® Application Credit for Functional Specialists: 1 hour(s) in Legal Industry/Business Mgmt (LI)*

CLM® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/Business Mgmt (LI)*

*This educational session satisfies the one (1) hour minimum requirement of ethics.

Whether you’re a seasoned legal professional or just starting your legal career, understanding the intricacies of IOLTA compliance is crucial. In this session, we’ll cover essential topics to help you navigate IOLTA rules, maintain ethical standards, and avoid common pitfalls.

Key Points Include:

1. IOLTA Basics:

  • Learn how IOLTA accounts function and their significance in safeguarding client funds.
  • Understand the ethical duties associated with handling client trust accounts.

2. Setting Up an IOLTA Account:

  • Practical guidance on opening and managing IOLTA accounts.

3. Common Issues and Best Practices:

  • Explore real-world examples and scenarios related to IOLTA management.
  • Discuss best practices for accounting, record-keeping, and compliance.

4. Disciplinary Implications:

  • Understand how violations related to IOLTA can impact your professional standing.
  • Learn from disciplinary cases and avoid common mistakes.

5. Client Communication:

  • Effective communication with clients regarding IOLTA accounts.
  • Address client inquiries and concerns about trust funds.

Join us to enhance your knowledge, stay ethically compliant, and ensure the proper handling of client funds. This session is suitable for legal professionals across practice areas, from new lawyers to experienced practitioners. PSALA members, friends and colleagues are all welcome, so please share the invitation both across your firms and externally.

Register Today

Meet the Speaker:

Margeaux Green, WSBA

Margeaux is the Practice Management Advisor at the Washington State Bar Association and an attorney based in Seattle. Her expertise lies in assisting solo and small-firm legal practitioners in running effective and efficient law practices. She focuses on business best practices, the strategic use of legal technology, and fostering entrepreneurship within the legal field.

Before joining the WSBA, Margeaux practiced family law at a small firm in Pioneer Square, Seattle. It was during this time that she developed a keen interest in the business aspects of firm ownership and the potential of technology to streamline processes and enhance the client experience. She has also volunteered with the King County Bar Association’s Family Law Legal Clinic, providing pro bono legal assistance to those in need. When she’s not immersed in legal matters, you’ll likely find Margeaux spending quality time with her cat, Douglas Fur, or exploring the picturesque PNW mountains through hiking adventures.



(Wednesday) 12:00 pm - 1:00 pm(GMT-07:00) View in my time

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