Topic
Trust Account
105 published works
Journal of The Missouri Bar
Management matters: Get ahead of the game — a year-end accounting checklist for law firms
Jeff Schoenberger is a business coach for Lawyerist and a senior consultant for Affinity Consulting.Year-end accounting is a little like a dental appointment. Putting it off does not make it…
H & E Blog
Episode 360: Why Most Estate Plans Fail After the Documents Are Signed
In this episode, Molly sits down with Jessica Schmitz, Founder of Fund Ease, LLC, to discuss why so many estate plans fail after the documents are signed and the critical…
Missouri Lawyers Media
Probate-Misappropriation of Trust Assets-Motion to Enforce Settlement
Plaintiffs appealed the grant of defendants’ motion to enforce settlement. Defendants admitted that they had misappropriated funds from the parties’ family trust and proposed reimbursing an amount they believed they…
Ethical Grounds
Warning: trust account scam.
Fraudsters don’t take holiday breaks. Last night, two different people associated with the Vermont legal profession forwarded me “fraud alerts” from title insurance companies. Each alert warns of the same…
The Law for Lawyers Today
NC Bar Can’t Touch NY-Licensed Lawyer Practicing, But Not Licensed, in North Carolina
A recent decision from North Carolina highlights the complications faced by disciplinary authorities in dealing with the ever-increasing number of attorneys working “remotely” in other jurisdictions. A New York licensed…
Filevine Blog
The Difference Between Trust Accounts and Operating Accounts: Why It Matters
By Katie Wolf
In the legal profession, trust is paramount. Clients entrust lawyers with their most sensitive information, their legal rights, and often, their financial assets. This places a significant responsibility on attorneys…
Sui Generis
PayPal Fee Trust Account Mishap Results in NJ Disciplinary Reprimand
By NBlack
PayPal Fee Trust Account Mishap Results in NJ Disciplinary Reprimand Here is my recent Daily Record column. My past Daily Record articles can be accessed here. **** At the turn of the century, it…
Legal Profession Blog
In Trust We Trust
The Iowa Supreme Court has suspended an experienced immigation practitioner for 30 daysThe Iowa Supreme Court Attorney Disciplinary Board brought a complaint against an experienced immigration attorney for failing to…
Premack Probate and Estate Planning Blog
FDIC Deposit Insurance Rules for Trusts: New vs. Old
By Paul Premack
FDIC Deposit Insurance Rules for Trusts: New vs. Old, changes effective April 1, 2024
Legal Consulting Pro Blog
Legal Billing: Understanding Retainers and Trust Accounts
By Muskan Jha
Legal Consulting Pro Legal Consulting Pro - The World's Consulting Marketplace Legal Billing can be daunting, particularly for those unversed in legal intricacies. Retainers and trust accounts serve as linchpins,…