LAW COURTS CENTER
Raising The Bar In Legal Education


Trust Accounting Webinar 101w (TRA 101w)

  • 21 Sep 2017
  • 9:00 AM - 5:00 PM
  • Justice Education Society 260 800 Hornby St Vancouver,BC V6Z 2C5
  • 12

Registration

  • This is a license for one person. Each lawyer and other staff have to register.

    For lawyers practicing in BC, if you plan to report this as part of your CPD activities, please read the LSBC rules. Part of the rules require that you view this with at least another lawyer (not staff); please ask us if there is lawyer from another firm who has registered.

    Any materials will be sent to you upon payment of registration.

Professional Development Course:
 

Trust Accounting Webinar 101w  (TRA 101w)

Instructors: Krista Adamek and Tina Kaminski Audit Team Leaders with the Trust Assurance Department, Law Society of BC; and Dom Bautista, Executive Director with Law Courts Center


This is the course material. Click here for brochure.

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:

  • best practices on how to manage your trust accounts;
  • a limit of 12 participants, to ensure optimum learning;
  • printed and digital versions of the Desk Reference Manual, including useful checklists, flowcharts and precedents.
To attend the webinar session, click here.
Cost:

Single Seat Rate: $700
Just the e-manual please:
$131.25 (each)

(View cancellation policy)

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

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