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April 17, 2018 ArticleCybersecurity for Trust Accounting
Monitor your trust account daily Check your account regularly to make sure all transactions posted are ones you authorized. Report Read More
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April 17, 2018 ArticleTips for Protecting Trust Accounts from Fraud
Fraudsters continue to target attorney trust accounts with variations of the phony cashier’s check scheme. These tips can help safeguard Read More
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November 16, 2017 ArticleAmendment to Rules Allows Trust Accounts in Credit Unions
On November 9, 2017 the Florida Supreme Court issued an opinion amending the Rules Regulating The Florida Bar Among others, Read More
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August 26, 2016 ArticleAttorneys Should Verify IOTA Titling
This article originally appeared in the April 15, 2014 edition of The Florida Bar News Link to original article: http://www.floridabar.org/DIVCOM/JN/jnnews01.nsf/Articles/9F38EEAF71191B4585257CB300432235 Read More
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July 25, 2016 ArticleIs it permissible to transfer money from operating to trust to cover bank fees taken from my trust account?
I have recently opened an IOTA trust account and have been informed by the bank that there will be fees Read More
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July 25, 2016 ArticleIf I charge clients a flat fee and a payment for costs, do I place the funds in trust?
I have recently decided to start charging clients a flat rate for some of the legal services I provide. Some Read More
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July 25, 2016 ArticleVideoMust all client funds be held in an IOTA account?
An attorney should only place funds that are either nominal or short-term into an IOTA account. Rule 5-1.1 (g)(2)-(3), Rules Read More
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May 23, 2016 ArticleVideoDo I have to have trust accounts? How do I set them up?
It’s theoretically possible that an attorney who limits his or her practice to work where no up-front costs are involved Read More
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