LAW COURTS CENTER
Raising The Bar In Legal Education


Trust Accounting In-Person 101 (TRA 101)

  • 19 Jun 2015
  • 9:00 AM - 5:00 PM
  • Sandman Inn 2130 Harvey Avenue | Kelowna BC | V1Y 6G8
  • 15

Registration

  • This rate applies to the those sending more than one person from their firm for this course. To avail of this rate, all delegates must register on the same date.

    If you need to book a room at the Sandman Hotel, we were able to secure a rate of $129 plus tax.
  • If you need to book a room at the Sandman Hotel, we were able to secure a rate of $129 plus tax.

Registration is closed
Professional Development Course:
 

Trust Accounting In-Person 101  (TRA 101)

Instructors: Krista Adamek and Charles Nip Auditors with the Trust Assurance Department, Law Society of BC; and Dom Bautista, Executive Director with Law Courts Center


This is the course material.

Learning outcomes:

At the end of this course, you will be able to:

1. Understand the mandate of the Law Society of British Columbia and the role of the Trust Regulation Department
2. Discuss the duty and professional obligation that lawyers and support staff have in handling client trust funds
3. Explain the key concepts in trust accounting
4. Understand how to correctly receive and withdraw trust funds
5. Understand how to properly handle cash transactions
6. Demonstrate how to correctly reconcile pooled trust accounts
7. Understand the annual trust report filing requirements
8. Apply the Trust Administration Fee (TAF) to eligible trust deposits
9. Report a Division 7 rule violation in writing to the Law Society

This 7 hour course focuses on professional responsibility, ethics, client care and relations.

CPD hours: 7.0
Ethics, professional responsibility, client care relations hours: 7.0

This full day course offers:

  • best practices on how to manage your trust accounts;
  • a limit of 20 participants, to ensure optimum learning;
  • printed and digital versions of the Desk Reference Manual, including useful checklists, flowcharts and precedents.
Cost:

Single Seat Rate: $634.00
Just the manual please:
$246.75 (each)

If you need to book a room at the Sandman Hotel, we were able to secure a rate of $129 plus tax.

(View cancellation policy)

For more information contact:
Call us: 604.685.2727
Write us: dom@lawcourtscenter.com

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