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2019 Trust Account Basics - The Self Audit Recording and Course Materials for Self-Study

Total Credits: 2.0 Self Study

Audio and Video


This program focuses on trust accounting procedures.  Participants will be provided with a self-audit for lawyer trust accounting, with guidance for building simple, routine steps to reduce mistakes and OCDC inquiries, and to protect client and attorney funds. 

  • Account set-up; Lawyer Trust Account Foundation regulations 
  • Receipts, deposits and disbursements with client trust accounts 
  • Fiduciary concepts (whose money is it?) 
  • Record keeping requirements (Rule 4-1.15) 
  • 21st Century problems and solutions (credit cards, electronic banking, accounting software, faster check processing) 
  • Security, supervision, delegation; reconciliation 
  • Recent rule changes and recent case analyses 

Sam S. Phillips, Deputy Chief Disciplinary Counsel, Office of Chief Disciplinary Counsel, Jefferson City 
Kelly Dillon, CFE, Investigative Examiner, Office of Chief Disciplinary Counsel, Jefferson City


Cancellation Policy

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