Trust Accounting Fundamentals

Event Information

Share this event

Date and Time

Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description


1.5 Ethics MCLE Credits Approved
OSB Program No. 6724*12

From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes - this program will provide a fundamental understanding of how to operate your lawyer trust account. Topics include:

The duty to protect property and funds

  • Segregating the property of clients or third persons
  • Holding funds in a lawyer trust account
  • Distribution of IOLTA interest

Establishing an IOLTA Account

  • Selecting a financial institution and choosing a jurisdiction
  • Naming the IOLTA account
  • Understanding bank service charges
  • Avoiding impermissible cushions
  • Opening pooled and separate lawyer trust accounts

IOLTA participation, Confidentiality, and Reporting

  • Informing clients of your participation in IOLTA
  • Protecting confidentiality of IOLTA information
  • Complying with annual reporting requirements

Fundamental Concepts

  • Receiving and disbursing funds
  • Taking earned fees
  • Paying and refunding client costs
  • Best practices for paying yourself
  • Using fixed fees and calculating refunds
  • Delegating to staff
  • Reporting overdrafts
  • Addressing client fee disputes

Ethical Recordkeeping

  • Segregating funds by keeping a running total and tracking individual accounts
  • Reconciling the trust account
  • Reviewing software options
  • Recordkeeping rules


Wednesday, September 26, 2018 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, legal staff, accounting staff - anyone interested in refreshing or improving their knowledge of trust accounting, Oregon RPC 1.15, and related ethics opinions.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to attendees.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Share with friends

Date and Time

Refund Policy

Refunds up to 7 days before event

Save This Event

Event Saved