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

Originally presented on July 15, 2020

NOTE: As this is a recording of previous session, the cell phone polling function mentioned is NOT active - you do NOT need to take out your cell phones or text any info. That was only an option in the original program. This will not impact your credits.

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.
In order to receive credit, you must complete the "Acknowledgement Affidavit" at the successful conclusion of this program. Please review your purchase of this program in order to properly display the affidavit once your viewing time is complete. 

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