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When it comes to handling client funds, the margin for error is razor-thin, and the consequences for misusing those funds (even accidentally) can be career-ending. Whether it's a bookkeeping oversight, a misapplied advanced fee, or a failure to reconcile monthly, trust account violations are one of the fastest ways to find yourself in sanctions territory.
In this practical and eye-opening CLE, attorney Laurence Colletti walk you through the top 10 mistakes attorneys make when managing trust accounts—and show you how to avoid them with confidence. You’ll learn what the rules actually require (in plain English), how to set up systems that keep you compliant, and what red flags could put your 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 retainers, expenses, and settlements the right way
Live demonstration of how billing and trust accounting technology works
Duration: 60 minutes.
Smokeball is an approved member benefit provider for the Colorado Bar Association. With this relationship, you will receive a 10% discount on new Smokeball subscriptions.
Laurence Colletti is the former executive producer for Legal Talk Network, where he recorded, produced, and hosted law-themed podcasts for over 11 years. Prior to his time in media, his legal career began in business law and commercial real estate, helping clients start and scale their businesses. He is admitted to practice law in Colorado.