New State Bar Client Trust Account Requirements

Thursday, January 5, 12:30 pm - 1:30 pm Pacific via ZOOM

This program is FREE for BHBA Members and $35 for Non Members. Reminder: BHBA members get access to all live webinars for free. Join at www.bhba.org/join

Earn 1.0 CA CLE Hour

Meet the Speakers

Deborah Wolfe

Founder

Wolfe Legal Solutions, PC.

Brett Schreiber

Partner

Singleton Schreiber

About the Program

Last month the California Supreme Court approved the State Bar's new Client Trust Account Protection Program (CTAPP). Many of its provisions went into effect on December 1, and all attorneys should become familiar with the program's new requirements, since all attorneys who represent clients and have funds on deposit must comply with all of the new requirements early next year. Deborah Wolfe and Brett Schreiber will discuss what the requirements are, who has to comply, and how to comply, whether you are a solo practitioner or a member of a law firm with multiple attorneys.

Program Sponsor

Torrey Pines Bank, a division of Western Alliance Bank has a dedicated platform and years of experience in supporting trial attorneys, corporate law firms, family law practices and specialty firms. We bring significant expertise to helping clients streamline and build small businesses in the legal field.

Torrey Pines Bank offers customizable products and high-touch services to maximize law firms’ operations and financing strategies, along with ready access to bank leadership.  Expertise in Juris banking, deep knowledge in IOLTA and client trust accounts with no monthly fee. Our experienced bankers are highly engaged in the legal community across our markets and are dedicated to exceptional responsiveness and service.

This program is presented by the Law Practice Management & Technology section, chaired by Brian Lepak and Dean Serwin. This program is chaired by Brian Lepak and Randi Klein. Find out more about the section at www.bhba.org.