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2023 Basics of Trust Accounting: How to Comply with Disciplinary Board Rule 17-204 Credits: 1.0 EP |
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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
Anne L. Taylor, Disciplinary Board of New Mexico
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