Client Trust Account Protection Program (CTAPP)

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.

Key takeaways from this session include:

• The Power of CTAPP: Discover the purpose and importance of this groundbreaking program designed to ensure the highest standards of client trust account management.
• Mastering Fund Accountability: Learn how to accurately manage and account for client funds, ensuring compliance and transparency.
• IOLTA vs. Non-IOLTA Accounts: Get clear guidance on when to use IOLTA accounts versus non-IOLTA accounts for maximum client protection.
• Client Communication Best Practices: Gain expert tips on effectively communicating with clients about their funds, including handling settlement distributions.
• Avoiding Commingling: Learn how to avoid both intentional and unintentional commingling of client funds, protecting your firm from costly mistakes.
• Safeguarding Client Funds: Identify potential internal and external risks to client funds and how to proactively mitigate them.

This 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.

Speaker:

Caitlin 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.