The CA State Bar is Implementing a Client Trust Account Protection Program Beginning in December 2022

All California lawyers must comply with new requirements to:

• Register their client trust accounts (including IOLTA) annually with the State Bar, either individually or through their law firm or organization
• Complete an annual self-assessment of client trust account management practices (questions previewed here)
• Certify with the State Bar that they understand and comply with requirements and prohibitions applicable to the safekeeping of funds and property of clients and other persons in rule 1.15 of the Rules of Professional Conduct.

Beginning in December 2022, attorneys will be able to fulfill their reporting requirements through My State Bar Profile; law firms and organizations will be able to provide account information for attorneys through agency billing.

Click here for more details.

CTAPP MCLE Presentation

• Learn about the basics of client trust accounting.
• Learn about the changes to rule 1.4 and 1.15 of the Rules of Professional Conduct, effective January 1, 2023.
• Learn about the State Bar's new Client Trust Account Protection Program (CTAPP).

Wednesday, December 7, 2022 at 12:00 p.m.
Tuesday, December 13, 2022 at 9:00 a.m.
Thursday, December 15, 2022 at 12:00 p.m.

See more information for the upcoming CTAPP webinars.