December 21 - REPLAY: 2023 Basics of Trust Accounting: How to Comply with Disciplinary Board Rule 17-204

REPLAY: 2023 Basics of Trust Accounting: How to Comply with Disciplinary Board Rule 17-204

Date: Thursday, December 21, 2023
Time: Noon - 1 p.m.
Credits: 1.0 EP
**This program is available at 2 other dates in December. To register for the December 12 date, click here and for the December 20 date, click here.

**Note: This program includes a pre-recorded video. Attendees must view this program from a device with audio (i.e. laptop with built-in or externally attached speakers). Viewers may not use their phone as an audio source as the sound will not work. This program counts as "live" credit, and must be attended in its entirety (no partial credit allowed).**

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.

Important information & login instructions:

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.

This webinar uses the GoToWebinar platform. This platform works best on Google Chrome browsers.
Emails may come from our technology platforms and not a State Bar email address. Please check your junk folder as well.

This program is available online only. Accessing through a desktop or laptop is highly recommended. Using an iPad or mobile device with Internet capabilities is not recommended but may be used. This is considered a live program and attendees will receive live CLE credit after attending.

$56.65