CLE Handouts
ABC’s of ODC – the basics (11/1/2019)
The New Flat-Fee Rule: Now What? (10/11/2019)
End Games (handout) (4/2/2019)
GUIDELINES FOR CLOSING A LAW PRACTICE
Guidelines for closing down a law practice (10/21/2015)
CLIENT TRUST ACCOUNT PRACTICE FORMS
To reconcile pooled trust accounts (i.e., IOLTA) read:
Records Needed for Accounting
Reconciliation – Instructions
[Sample] Reconciliation Report
[Sample] Client Subsidiary Ledger
Generic forms to use (MS. Word documents):
Subsidiary Ledger form
Reconciliation form