Trust Yourself with Trust Accounting

About this session

Who it's for

Legal professionals starting out with billing and trust accounting

What we cover

Learn best practices in trust account management, strategies for resolving disputes, and refreshers on ABA and state bar rules

Why it matters

Avoid sanctions and keep your bar card!

Penalties for trust account violations are some of the most common sanctions assessed against attorneys by their state bar. Violating your state bar’s trust accounting rules can also subject you to disbarment, civil damages, and criminal charges. Protect yourself (and your firm) by building a strong understanding of the rules and ethical obligations surrounding trust accounts.

Join Jordan Turk, practicing attorney and Director of Education & Attorney Development at Smokeball, for this free webinar. She'll share trust accounting war stories, as well as how to properly manage your trust accounting to stay compliant with your state bar.

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

The common ethical issues that exist around trust accounting, and how to properly safeguard your clients and third-party property
When unearned fees paid up front can be deposited directly into your operating account (and whether this is advisable)
Strategies to resolve conflicting claims when disputes arise

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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