3.1
Introduction and Objectives

Objectives

The objectives of the Trust Accounting Essentials Module are to:

  • Understand the requirements of the Rules of the Law Society of Alberta with respect to lawyer trust accounting.
  • Outline what to consider when selecting a banking institution. 
  • Learn how to manage trust accounts, including how trust funds are deposited and withdrawn from trust accounts, how to reconcile trust accounts and how to avoid common trust accounting pitfalls.

Although we aim to present a comprehensive Module, this Module is not exhaustive. This Module is not a substitute for exercising professional judgment and does not constitute legal advice.



3.2 Trust Safety Program>

Last modified: Monday, 14 June 2021, 3:01 PM