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Interdisciplinary CurriculumCurriculum

Client Trust Accounts & Financial Management

1IOLTA Requirements & Account Setup2Trust Account Management & Reconciliation3Recordkeeping Obligations & Retention Periods4Common Trust Account Violations & Discipline5Fee Agreement Structures6Client Fund Disbursement Procedures7Advanced Fee Deposits & Earned-on-Receipt Fees8Audit Preparation & Random Audit Programs

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