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

About this session

Who it's for

This on-demand webinar is for attorneys and legal professionals responsible for managing client funds and trust accounts.

What we cover

This on-demand session covers the most common trust accounting mistakes, compliance requirements, and practical workflows for handling

Why it matters

Attend this on-demand webinar to better understand trust accounting rules, avoid costly errors, and build compliant systems that protect

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.

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

Featured presenter(s)

Jordan Turk

Attorney and Director of Education & Attorney Development at Smokeball

Jordan is a practicing attorney in Texas, and the Director of Attorney Education and Development at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family law practice, she’s passionate about legal technology and how it can revolutionize law firms.

Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball.

In Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.

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