REPLAY: 2023 Basics of Trust Accounting:
How to Comply with Disciplinary Board Rule 17-204
Date: Tuesday, December 12, 2023
Time: 9 a.m. - 10 a.m.
Credits: 1.0 EP
**This program is available at 2 other dates in December. To register for the December 20 date, click here and for the December 21 date, click here.
Originally presented on February 22, 2023
This program fulfills the requirement of Rule 17-204 NMRA, effective Dec. 31, 2016, that an attorney take a trust accounting class at least once every three years, or within the first year of being licensed in New Mexico, and is one of the Disciplinary Board's ongoing programs designed to educate attorneys on proper practices and procedures.
This course will instruct participants on and test their knowledge of the fundamentals of attorney trust accounts in New Mexico, including (a) the proper operation of such accounts (b) identification of records that must be maintained; (c) best and prohibited practices for operating a trust account and accepting retainers; (d) recording trust transactions in general and client ledgers; and (e) reconciling trust account ledgers with bank statements.
- Registration closes the day before the program; registration and payment must be received prior to 10 am MT.
- After you register for the webinar, you will receive emails with instructions to join.
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