California’s New Bar Rules: What Every Lawyer Should Prepare For

California’s bar just tightened its compliance rules, and the fallout is real. In this episode, we break down the surprising results of a statewide compliance test—trust account errors, missing three-way reconciliations, and more. Learn what law firms must fix now, the tools that help, and why these rules could soon impact firms across the country. 00:59 Scary Changes in California Bar Rules 01:30 Compliance Challenges in Law Firms 02:50 Self-Assessment and Beta Testing 03:40 Non-Compliant Trust Account Journals 05:27 Client Notification and Dormant Accounts 09:44 Attorney Supervision and Training Issues 10:22 Contingency Firms and Fee Calculations 12:46 Handling Disputes and Documentation 13:49 Trust Accounting Policies and Practices 15:24 Self-Assessment and Compliance Reviews 16:45 Software and Reconciliation Challenges 17:56 Fraud Prevention and Oversight 19:29 Compliance Tools and Best Practices 20:46 California Bar Compliance and Adjacent StatesState Bar Launches Mandatory Client Trust Account Compliance Reviews Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.