Raising The Bar In Legal Education

Trust Accounting In-Person 101 (TRA 101)

  • 01 Mar 2017
  • 10:00 AM - 6:00 PM
  • Surrey Public Library Room 405 10350 University Drive Surrey, BC V3T 4B8
  • 9


  • 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.
  • This rate applies to Surrey Bar Association members and their staff. Your fees include a light lunch, handouts and GST.

Registration is closed
Professional Development Course:

Trust Accounting In-Person 101  (TRA 101)

Instructors: Jesse Bachra and Justin Wright Auditors, Trust Assurance Department, Law Society of BC; and Dom Bautista, Executive Director with Law Courts Center

Click here for your course materials.

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. Develop best practices in advance of LSBC's firm regulation rules;

3. Discuss the duty and ethical obligation that lawyers and support staff have in handling client trust funds

4. Explain the key concepts in trust accounting

5. Understand how to correctly receive and withdraw trust funds

6. Understand how to properly handle cash transactions

7. Demonstrate how to correctly reconcile pooled trust accounts

8. Understand the annual trust report filing requirements

9. Apply the Trust Administration Fee (TAF) to applicable trust deposits, and

10. 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:

  • an interactive class providing opportunities to learn using case studies;and
  • a limit of 16 participants, to ensure optimum learning.
Cost (includes light lunch, handouts and GST)::

Single Seat Rate: $700
Multi Seat Rate:$650
Just the manual please:
$152.25 (each)

(View cancellation policy)

For more information contact:
Call us: 604.685.2727
Write us:

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