Preview Mode Links will not work in preview mode

Lawyers Gone Ethical


Feb 25, 2020

Mistakes in handling funds entrusted to lawyers account for a large percentage of bar complaints and prosecutions. Most lawyers realize that mishandling their trust account can lead to big trouble, but many still struggle to do it right. At Clio Con 2019, bookkeeper to the solos and smalls of the country Annette Fadness sat down with Megan to talk about what can go wrong with trust accounting, how to avoid many common mistakes, and why professional help can be a really good idea.

Resources Mentioned:

Clio

TrustBooks

LawPay

Guest Info:

Annette's Website

Thanks for listening!

Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday.

If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend.

Be sure to connect with me and reach out with any questions or recommendations for specific resources:

Twitter

Facebook

LinkedIn

Website

Email me at megan[at]zaviehlaw[dot]com

This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.