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The Office of the Bar Counsel and the Boston Bar Association are co-sponsoring a free one-hour program on trust account record keeping. The program will provide guidance for attorneys, paralegals, bookkeepers, or other law office support staff interested in receiving training on the requirements of Mass. R. Prof. C. 1.15, as revised effective July 1, 2015.

This program will provide participants with a detailed review of the records required to be maintained for IOLTA accounts and other trust accounts. We will look at record-keeping “traps for the unwary,” including:

The program is free, but advance registration is required. To register, please call the Office of Bar Counsel at (617) 728-8750 and ask for “trust account program registration.”

Location: Boston Bar Association, 16 Beacon St., Boston MA (subject to change)

Time: 8:00 a.m.

Upcoming program dates: The first Thursday of each month:

  • Thursday, October 6, 2016
  • Thursday, November 3, 2016
  • Thursday, December 1, 2016
  • Thursday, January 5, 2017
  • Thursday, February 2, 2017
  • Thursday, March 2, 2017
  • Thursday, April 6, 2017
  • Thursday, May 4, 2017

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