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The Dos and Don'ts of Handling Others' Funds

$45

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

The Dos and Don'ts of Handling Others' Funds
Credit Details
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
Legal Ethics
Original Air Date:
May 15, 2023
Credit Eligible In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. Email for accreditation information in your state.

About the Program

This program will review lawyers? ethical obligations in holding funds belonging to others. This program will cover the guidance and pitfalls in trust accounting and the new mandatory Client Trust Account Protection Program and will include considerations of banking stability.

Meet the Speakers
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Erin Joyce Law, PC

Attorney Erin Joyce has extensive experience in State Bar investigations and disciplinary
proceedings, plus over thirty years of civil litigation practice. Erin was admitted in 1990 and
practiced for nearly eight years in an intellectual property boutique before joining the Office of
Chief Trial Counsel as a prosecutor for the State Bar, from 1997 through 2016. Erin has over
twenty-five years of experience handling all aspects of discipline cases against attorneys in
State Bar Court, from the filing of the complaint through trial and review. She has personally
tried dozens of State Bar trials and several appeals. Erin has a comprehensive understanding
of how State Bar investigations and proceedings unfold. Before going into private practice, Erin
served as Chief Special Investigator for the Los Angeles Fire Department, as a prosecutor for
the State Bar of California, and as a lawyer for multiple private practices.

... Read more
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Valensi Rose, PLC

Rachelle Cohen’s areas of practice include business and real estate transactions, estate planning, and legal ethics consulting. She serves as an outside “in-house” counsel to many of her clients and provides day-to-day guidance on legal challenges that arise in her clients’ businesses. Rachelle speaks and writes frequently about business entities and transactions and legal ethics.  In addition, she has taught a course at the USC Gould School of Law on contract drafting and strategy.

... Read more
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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

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