CTAPP Compliance – How Does It Really Work?
$74.99
Credits in
1.00 General
Practice Areas:
Law Office Management, Law Practice Management, Trust, Wills and Estates, Wills, Trusts, & Estates
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About
This Course
As we come upon the deadline for the CTAPP requirement, this session will give attorneys a clear understanding of CTAPP and why it is important. You will leave this session with practical guidance for managing your trust account and how to keep the common mistakes from happening at your firm. Understand the requirements and purpose of the Client Trust Account.
Topics
- Protection Program (CTAPP) and how it impacts your firm’s compliance responsibilities
- Practical internal control strategies to safeguard client funds
- What do you need in an Audit
- Recognize common trust accounting mistakes and discover practical steps to prevent errors that could lead to compliance issues or disciplinary action
About the Presenters
Diane Camacho, CLM
DLC Consulting Services
Practice Area: Law Office Management (+ 5 other areas)
Diane L. Camacho is the founder of DLC Consulting Services, LLC. She has spent more than 25 years as a legal manager in San Francisco for firms of various sizes. She started DLCCS in 2013 and has consulted to small firms around the country on a multitude of management and operational issues. She speaks in the legal community on issues such as operations, IOLTA accounting and legal practice management software. In addition, she teaches law office management at the San Francisco State University. Diane is a Certified Legal Manager and holds a degree in Organizational Behavior and Leadership from the University ...
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Thomas D'Amato, Esq.
D'Amato Law Corporation
Practice Area: Tort (+ 4 other areas)
Tom is a Certified Specialist in Legal Malpractice Law and the lead trial lawyer at D'Amato Law Corporation, a litigation firm based in his hometown of Orinda, California. Chief among his areas of practice are legal malpractice, ethics and fee disputes, and commercial litigation. In addition to his work in the trial courts, Tom advises lawyers, law firms and legal departments on the law of lawyering and ethics, and represents lawyers before The State Bar of California in disciplinary matters.Professional and Community ContributionsTom is a member of the American Bar Association’s Committee on Lawyers’ Professional Liability, Association of Professional Responsibility ...
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