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How Attorneys Can Handle Early Trust Fund Payouts Safely
Early disbursement from client trust accounts is a common practical need: clients face urgent bills, settlement funds may be needed...
Aug 117 min read
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California Trust Accounting Rules Explained
Trust accounting in California plays a critical role in ensuring fiduciaries, including attorneys and trustees, manage client and...
Aug 46 min read
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State-by-State Guide: IOLTA Rules and Interest Handling for Law Firms
Interest on Lawyers’ Trust Accounts (IOLTA) programs play a critical role in the legal profession by ensuring that interest earned on...
Aug 36 min read
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How to Get Money Out of a Trust Fund Early
Trust funds are established to manage and protect assets for beneficiaries, often with specific terms dictating when and how the funds...
Jul 317 min read
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Attorney Trustees and Probate Code 16063
Attorney trustees play a crucial role in managing trust assets and ensuring that the intentions of the trustor are honored. However, with...
Jul 307 min read
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A Trust Account: Definition and Setup
Trust accounts play a crucial role in the legal and financial industries, serving as a secure means to hold funds on behalf of clients or...
Jul 297 min read
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Trust Bookkeeper: When & Why You Need One
Managing client trust accounts is one of the most critical responsibilities for law firms. These accounts hold client funds separately...
Jul 287 min read
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Attorney Trust Accounting Software: Top Picks
Attorney trust accounting is a critical aspect of law firm management, ensuring that client funds are handled with the utmost integrity...
Jul 276 min read
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California Trust Accounting Rules Explained
Trust accounting is a critical aspect of legal practice management, especially for attorneys in California who handle client funds....
Jul 246 min read
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Where Must Trust Accounts Be Secured?
Trust accounts play a critical role in the fiduciary responsibilities of legal professionals, real estate agents, and other fiduciaries....
Jul 236 min read
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Trust Account Requirements Explained
Trust accounts play a pivotal role in the legal profession, serving as a safeguard for client funds and ensuring ethical handling of...
Jul 226 min read
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Journal Entries & Accurate Reporting for Law Firms
Accurate financial reporting is the backbone of any successful legal practice. Beyond simply tracking income and expenses, it ensures...
Jul 216 min read
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