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September 26, 2018 CLEVideo
Trust Accounts by the Book
This webinar has been approved for .5 hours of General CLE Credit including 0.5 hours of Ethics CLE Credit. You Read More
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June 8, 2018 Article
What Do Banks Look for When Making Loans to New Law Firms?
Guest post by Brian Hall, Senior Vice President and Area Executive, CenterState Bank, N.A.There are approximately 5,600 FDIC insured banks Read More
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June 5, 2018 Article
Best Practices for Law Firm Invoices
To literally no one’s surprise, solo lawyers and small-firm attorneys struggle with invoicing For example, a somewhat-dated (but still illustrative) Read More
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May 22, 2018 Article
May I keep the copies of cancelled trust account checks?
Rule 5-1.2(b)(3), Rules Regulating The Florida Bar, allows attorneys to maintain copies of canceled checks rather than the originals. Most Read More
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May 22, 2018 Article
What is the minimum account balance required to maintain a trust account?
The Florida Bar does not require a minimum balance on your Trust account. That is something that your bank may Read More
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May 21, 2018 ArticleVideo
What do I do with client trust funds that need to be refunded if I cannot locate the client?
Proper handling of funds held in trust for a missing owner is addressed in Rule 5-1.1(i) of the Rules Regulating Read More
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May 18, 2018 Article
Reconcile Your Trust Account
After your Trust Account has been opened for one month, you need to reconcile your Trust Account. And then reconcile Read More
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May 18, 2018 Article
Opening a Trust Account
Trust accounts are necessary for the majority of law firms. If there is one topic that you revisit often, this Read More
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April 18, 2018 Article
How to Accept Credit Cards in Your Law Firm
Guest post by Lawyerist.com More than 40 percent of Americans prefer to pay by credit card. But many law firms Read More
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April 17, 2018 Article
Frauds Targeting Attorney Trust Accounts
The Practice Resource Institute continues to receive reports of frauds targeting attorney trust accounts. The three most prevalent types of Read More
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