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X-ORIGINAL-URL:https://sandiegorims.org/
X-WR-CALNAME:San Diego RIMS
X-WR-CALDESC:The Risk Management Society
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BEGIN:VEVENT
CLASS:PUBLIC
DTSTART;TZID=America/Los_Angeles:20250424T120000
DTEND;TZID=America/Los_Angeles:20250424T130000
DTSTAMP:20250307T005100
UID:MEC-dfa92d8f817e5b08fcaafb50d03763cf@sandiegorims.org
CREATED:20250306
LAST-MODIFIED:20250306
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:Client Trust Account Protection Program (CTAPP)
DESCRIPTION:This engaging presentation dives into the critical updates on client trust accounting rules and reporting that every lawyer and law firm must be aware of. In the aftermath of the Girardi scandal, the State Bar introduced the Client Trust Account Protection Program (CTAPP), requiring attorneys to report on their firms’ client trust accounting practices.\nKey takeaways from this session include:\n\nThe Power of CTAPP: Discover the purpose and importance of this groundbreaking program designed to ensure the highest standards of client trust account management.\nMastering Fund Accountability: Learn how to accurately manage and account for client funds, ensuring compliance and transparency.\nIOLTA vs. Non-IOLTA Accounts: Get clear guidance on when to use IOLTA accounts versus non-IOLTA accounts for maximum client protection.\nClient Communication Best Practices: Gain expert tips on effectively communicating with clients about their funds, including handling settlement distributions.\nAvoiding Commingling: Learn how to avoid both intentional and unintentional commingling of client funds, protecting your firm from costly mistakes.\nSafeguarding Client Funds: Identify potential internal and external risks to client funds and how to proactively mitigate them.\n\nThis session qualifies for 1 Legal Ethics MCLE credit, (only in CA), offering you the tools to enhance your trust accounting practices while safeguarding your reputation and client relationships. Attendance throughout the entire presentation is required to earn the MCLE credit.\nSpeaker:\nCaitlin M. Jones is a trial attorney focusing on professional liability, ethics, and business litigation. She has an extensive professional liability practice representing lawyers, insurance brokers, and other professionals against claims of malpractice, ethical violations, and breaches of fiduciary duty. She has represented corporate clients in diverse matters such as trade secrets litigation, breach of contract, fraud, partnership disputes, counterfeit and trademark infringement, injury to business reputation, and more.\n\n
URL:https://sandiegorims.org/events/client-trust-account-protection-program-ctapp/
CATEGORIES:Chapter Meetings,Events
LOCATION:Virtual Event
ATTACH;FMTTYPE=image/png:https://sandiegorims.org/wp-content/uploads/2025/03/Client-Trust-Account-Protection-Program-42025-2.png
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