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Managing Trust Accounts: It's More Than Just Numbers

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Price

$69 for NCAJ Member
$69 for NCAJ New Admittee Member
$69 for NCAJ Attorney Member 2-5 Year Licensure
$69 for NCAJ Public Service Member
$69 for NCAJ Retired Member
$99 for Non-Member
$69 for NCAJ Legal Assistant

60 minutes
Date Published

January 20, 2026

Publisher

North Carolina Advocates for Justice

Subjects

Ethics

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

Managing Trust Accounts 

The program offers a comprehensive overview of Rule 1.15 and a review of recent random audit results. Topics include the recordkeeping requirements, handling abandoned/unclaimed funds, identifying red flags, staying alert for frauds and scams, best practices and resources.

 

Speaker:
Anne Parkin, Director

Trust Account Compliance Department, NC State Bar

SWOD-26874

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Presenters

Anne Parkin
Director, Trust Account Compliance Department - NC State Bar


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Managing Trust Accounts - Video
Downloadable Files
Managing Trust Accounts Slides - Handout
Managing Trust Accounts Reference Materials - Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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