Improve your client trust accounting skills and learn about your reporting requirements under the State Bar's Client Trust Account Protection Program (CTAPP).
In this hands-on course, you will learn about the essential trust accounting records that are mandatory for each client trust account. The course will also show you how to perform the necessary monthly three-way reconciliation process.
The State Bar offers an unlocked version of this course for bookkeepers and law firm administrators that is not eligible for MCLE credit.
The following MCLE courses are provided by the California Lawyers Association:
How Lawyers Can Comply with the State Bar's New Client Trust Account Registration Requirements and Comply with Rule 2.11.
How Firm Administrators Can Use the Agency Billing Portal to Pay Licensing Fees to Comply with Rule 2.11 and Comply with the State Bar's Client Trust Account Registration Requirements.