Publications

Handbook on Client Trust Accounting for California Attorneys

The handbook is a practical guide created to assist attorneys in complying with the record-keeping standards for client trust accounts which went into effect on January 1, 1993.

Download The Handbook on Client Trust Accounting in PDF format. (Last updated March 30, 2023.)

California Compendium on Professional Responsibility Index

The California Compendium on Professional Responsibility Index includes the following:

How to Use This Index Reference,
Table of Contents,
Index (including entries through 12/31/2023), and
Compendium Update Case List: An alphabetical list of cases added in the 2024 update of the California Compendium on Professional Responsibility Index. Generally, cases and ethics opinions added in the 2024 update are from January 2022 to December 2023.

Download the California Compendium on Professional Responsibility in PDF format.

For more information, call 415-538-2148.