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How to Avoid the Top 10 Trust Accounting & CTAPP Mistakes California Family Lawyers Make

How to Avoid the Top 10 Trust Accounting & CTAPP Mistakes California Family Lawyers Make

Presented by Jordan Turk

Learn the top trust account mistakes attorneys make and how to avoid ethical violations, compliance issues, and client fund mismanagement.

How to Avoid the Top 10 Trust Accounting & CTAPP Mistakes California Family Lawyers Make

This on-demand webinar is for attorneys and legal professionals responsible for managing client funds and trust accounts.
This on-demand session covers the most common trust accounting mistakes, compliance requirements, and practical workflows for handling
Attend this on-demand webinar to better understand trust accounting rules, avoid costly errors, and build compliant systems that protect

What attendees are saying:

“Jordan's presentations always contain a lot of valuable information”
“Have listened to several Smokeball sessions and they have all been great!!”
“Jordan Turk is the best presenter ever! I find tech stuff rather boring, to be honest, but with Jordan, it's NEVER boring!”
Jordan Turk
Attorney, Director of Education & Attorney Development at Smokeball
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About this session

Handling client funds comes with little room for error, and even unintentional trust account mistakes can lead to serious ethical and professional consequences. In this practical and insightful on-demand webinar, family law attorney Jordan Turk breaks down the top 10 mistakes attorneys make when managing trust accounts and explains how to avoid them with confidence.


Designed to simplify complex compliance requirements, this session walks attendees through trust accounting rules in plain English while offering practical strategies for maintaining accurate records, avoiding commingling issues, and properly managing advance fees and settlements. Attendees will also learn how to create workflows and systems that support ongoing compliance, including CTAPP-related best practices and monthly reconciliation habits that help reduce risk.


Whether you’re new to trust accounting or looking to strengthen your current processes, this on-demand session provides actionable guidance to help protect your clients, your firm, and your license.

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In this free on-demand webinar, you’ll learn:

Identify the most common trust accounting and ethical compliance mistakes attorneys make
Learn how to avoid commingling, over-disbursing, and client fund errors
Build simple, compliant workflows for tracking advance fees, expenses, and settlements

More resources:

For California Family Lawyers, Availability Is the New Stress Point

Top 10 Ethics Mistakes Attorneys Make: Billing & Trust Accounting Edition

The California Lawyer’s Guide to IOLTA Compliance

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