This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE ethics credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
When it comes to handling client funds, the margin for error is razor-thin — and in Pennsylvania, the consequences for misusing those funds (even accidentally) can be career-ending. Whether it's a bookkeeping oversight, a misapplied retainer, or a failure to reconcile monthly, trust account violations are one of the fastest ways to find yourself in front of the Pennsylvania Disciplinary Board.
In this practical and eye-opening CLE webinar, attorney Jordan Turk will walk you through the top 10 mistakes Pennsylvania attorneys make when managing trust accounts, and shows you how to avoid them with confidence. You'll learn what the Pennsylvania Rules of Professional Conduct actually require (in plain English), and what red flags could put your law license at risk
In this CLE, you’ll learn:
- The most common ethical issues with trust accounting, and how to avoid them
- How to avoid accidental commingling, over-disbursing, and client confusion
- Simple workflows to track advance fees, expenses, and settlements the right way
- Live demonstration of how trust accounting technology worksÂ
Faculty
Jordan Turk, Esq.
Jordan is a practicing attorney in Texas, and the Director of Education and Attorney Development at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family law practice, she’s passionate about legal technology and how it can revolutionize law firms. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball. In Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.
Need help navigating your CLE requirements?
You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.
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Achieving Balance: Work from Home / Work from Office 2023
- City:
- Start Date:2023-03-07 19:00:00
- End Date:2025-03-07 19:00:00
- Length:
- Level:Various
- Topics:Professional Skills
$79.00 ProPass
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