The Dos and Don'ts of Handling Others' Funds



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Credit Details
Credit Hours:
Specialty Area:
Credit Type:
Legal Ethics
Original Air Date:
May 15, 2023
Accredited In:

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

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


Erin Joyce Law, PC

Erin Joyce spent over 18 years as a State Bar prosecutor. She has extensive experience in State Bar investigations and disciplinary proceedings, as well as more than 25 years of civil litigation practice.

Erin was admitted to the Bar in 1990 and practiced for nearly eight years in an intellectual property boutique firm before joining the Office of Chief Trial Counsel as a prosecutor for the State Bar, from 1997 through 2016. Erin has almost 20 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. Moreover, she has been involved in licensing matters for other professionals, such as EMTs and paramedics.

Before returning to private practice in July 2017, Erin served as Chief Special Investigator for the Los Angeles Fire Department.

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Rachelle Cohen


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.

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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.

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