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July 17 - Replay: 2024 Basics of Trust Accounting: How to Comply with Disciplinary Board Rule 17-204

Description

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Replay: 2024 Basics of Trust Accounting: How to Comply with Disciplinary Board Rule 17-204
Date: Wednesday July 17, 2024
Time: Noon - 1 p.m.
Credits: 1.0 EP
Originally presented on February 21, 2024

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 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.

Presenters:

William D. Slease, State Bar of New Mexico Professional Development Program
Christine Long, Disciplinary Board of New Mexico

Accessibility: To request accommodations, please contact the Center for Legal Education at 505-797-6020 or cleonline@sbnm.org at least ten business days before the event.

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 required; accessing via iPads or mobile devices with Internet capabilities is not recommended.

July 17, 2024
Wed 12:00 PM MDT

Duration 1H 0M

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