Bar Course Doles Out Advice on Tracking Client Money

• Jurisdiction: California,United States
• Citation: Vol. 04 No. 2014 Pg. 03
• Publication year: 2014
• Pages: 03
• Year: 2014
• topic: Business of Law,Trust Law,Banking and Finance Law,Corporate / Commercial,Civil Procedure

Bar course doles out advice on tracking client money No. 2014 #03 California Bar Journal April, 2014

Amy Yarbrough, Staff Writer.

Standing in front of a class of lawyers and State Bar prosecutors last month, Senior Trial Counsel Robin Brune shared one of her war stories.

It involved an attorney who found himself the subject of a State Bar complaint filed by a medical lien holder. After rifling through a folder in a cabinet, the attorney found a two- or three-year-old check he'd written to pay the lienholder - but never sent.

Brune's parable, told to lawyers attending the State Bar's Client Trust Accounting School on March 14 in San Francisco, highlighted the perils of not double-checking your client ledger against your other records.

"If he had done that monthly reconciliation, he would have noticed that problem," she said.

Designed to keep attorneys out of disciplinary trouble, Client

Trust Account School is held four times yearly in San Francisco and six times in Los Angeles and is mandatory for attorneys disciplined for...