Trust Yourself with Trust Accounting

$45

FREE FOR BHBA MEMBERS

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

Trust Yourself with Trust Accounting

Members of the Beverly Hills Bar Association are eligible for a 10% discount on Smokeball subscriptions

Credit Details
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
General
Original Air Date:
January 10, 2023
Accredited In:
California

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

About the Program

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, attorney and Smokeball legal technology advisor, for this 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 webinar, you’ll learn:

– The common ethical issues that exist around trust accounting, and how to properly safeguard your clients and third-party property
– Best practices for maintaining control of your firm’s finances
– 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

Meet the Speakers
Jordan Turk
Jordan Turk

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Jordan Turk, Legal Technology Advisor, Smokeball

Jordan Turk is a practicing attorney in Texas, and is also the Legal Technology Advisor at Smokeball. Her family law expertise includes appeals, pre and postnuptial agreements, as well as complex property division and highly contentious custody cases. In addition, Jordan has given CLEs across the country on topics ranging from client relationships to proper trust account management. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies. She 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, Jordan discovered the world of legal technology which ultimately brought her to Smokeball. Jordan has authored and co-authored many articles that you can find in various state bar publications and around the internet. Passionate about giving back to her community, Jordan makes a point of taking pro bono cases whenever possible.

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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.

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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