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Practice Pointers

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

 

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