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Legal Ethics and Practice Program (LEAPP)
Trust Account School
presented by the
South Carolina Bar-Continuing Legal Education Division

Live at the
Bar Conference Center
Columbia, SC 29201
 
Registration Fees:
Early Bird $160
Regular $210 (after 8/21)
 
About the Seminar
This program qualifies for 4.0 MCLE credit hours, including 4.0 LEPR credit hours

The Legal Ethics and Practice Program (LEAPP) is a collaborative effort between the Office of Disciplinary Counsel to the Supreme Court of South Carolina and the Professional Responsibility Committee and CLE Division of the South Carolina Bar. LEAPP is a four-part program that is held two times each year, in February and September LEAPP Trust Account School is a half-day session (4 hours) addressing mandatory accounting and record keeping requirements for client trust accounts. Participants also explore hypotheticals based on actual disciplinary cases and discuss tools, techniques, and law office policies that can help the practitioner effectively avoid mistakes, misappropriation and discipline. Participants will work in small groups and conduct a monthly trust account reconciliation.

AGENDA
Led by Barbara M. Seymour, Esq. and Sabrina C. Todd, Esq.

9:00 a.m.       Trust Account Management
                         Rule 417—Recordkeeping
                         Good Funds Rule
 
10:00 a.m.     Avoiding Discipline
                         Commingling
                         Detecting Misappropriation
 
11:00 a.m.     Break

11:15 a.m.     The Reconciliation Process
                         Reviewing Bank Statements
                         Reconciliation Reports
                         Identifying Errors
 
1:15 p.m.       Adjourn
 
All registrations must be pre-paid.  All registrations must include a credit card number
Cancellation & Refund Policy: Refunds, less $25 administrative processing fee, will be made for cancellations received in writing to CLE Registrar at registrar@scbar.org by 5 p.m., one week prior to the seminar. Cancellations will not be accepted within one week of seminar date. One-time transfers to seminars of like value will be accepted for a $25 administrative fee in lieu of cancellations within one week of seminar. Designated substitutes may take the place of registrants unable to attend.