3 Credit HoursGeneral (Legal)
Client Trust Accounts & Financial Management
The #1 cause of attorney discipline. Covers IOLTA requirements, trust account management, recordkeeping obligations, common trust account violations, fee agreement structures, client fund disbursement procedures, and audit preparation.
Topics Covered
- IOLTA requirements and account setup
- Trust account management and reconciliation
- Recordkeeping obligations and retention periods
- Common trust account violations and disciplinary consequences
- Fee agreement structures: flat, hourly, contingency, hybrid
- Client fund disbursement procedures
- Advanced fee deposits and earned-on-receipt fees
- Audit preparation and random audit programs
Exam Requirements
Review Questions
9
Throughout the course material
Final Exam Questions
15
Multiple choice, 4 options each
Passing Score
70%
Minimum requirement
Time Limit
1 Year
Self-paced from enrollment
Certificate of Completion
Upon passing the final exam, you will receive a certificate including all required fields:
- Provider name
- Program name
- Program number (upon approval)
- Program dates
- Credit hours awarded
- Instructor signature
- Your name
- Unique certificate number