
Top 10 Trust Accounting Traps: What Attorneys Need to Know
October 22, 2026 11:00 AM
Precision matters when it comes to client trust accounts, and one slip-up can cost you your license (and your livelihood). Even attorneys with the best of intentions can face serious consequences, including suspension or revocation of their bar license, when simple bookkeeping errors go unnoticed.
This CLE, presented by attorney Laurence Colletti, walks attorneys through 10 common trust accounting errors, and attendees will leave with practical, actionable guidance for maintaining compliance and avoiding the mistakes that lead to disciplinary action and malpractice suits.
In this CLE webinar, you'll learn:
- The most common ethical issues with trust accounting (and how to steer clear of them)
- How to avoid accidental commingling, over-disbursing, and client confusion
- How to track retainers, expenses, and settlements the right way
- Live demonstration of how billing and trust accounting technology works
Duration: 60 minutes.
Plus, we’ll show you Smokeball Bill in action—the trust accounting and billing software available FOR FREE to Massachusetts Bar Association members. Visit https://www.smokeball.com/bar-associations/massachusettsbill to sign up for your free Smokeball Bill software.
- The most common ethical issues with trust accounting (and how to steer clear of them)
- How to avoid accidental commingling, over-disbursing, and client confusion
- How to track retainers, expenses, and settlements the right way
- Live demonstration of how billing and trust accounting technology works
CLE Information
Duration: 60 minutes.
Plus, we’ll show you Smokeball Bill in action—the trust accounting and billing software available FOR FREE to Massachusetts Bar Association members. Visit https://www.smokeball.com/bar-associations/massachusettsbill to sign up for your free Smokeball Bill software.
Featured presenter(s)
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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.