Ten Tips for Client Trust Accounting Compliance: What Every California Attorney Needs to Know

Christine Rosskopf of Rosing Pott & Strohbehn breaks down ten critical facts every California attorney should understand about client trust accounting, focusing on the issues most likely to trigger State Bar scrutiny. The program covers IOLTA requirements, commingling and overdraft risks, handling of settlement funds, and the recordkeeping and reconciliation practices required for compliance. Attorneys will gain practical guidance to safeguard client funds, prevent inadvertent misappropriation, and minimize exposure to audits and disciplinary action.