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ISBA's Practice Toolbox Series

Presented by the Illinois State Bar Association


Many state and provincial jurisdictions require attorneys to maintain lawyer's trust accounts – but those accounts and jurisdictional rules come in many shapes and sizes. As a lawyer, it's your job to act as a fiduciary or virtual "trustee" of client funds and, as such, you must scrupulously follow stringent standards of good faith and transparency. While most of us associate this fiduciary obligation only with money, your duty extends to the protection of any client property. Don’t miss this program that offers you seven best practice tips for developing trustworthy trust accounting.


Program Speaker:
Steven J. Best, Affinity Consulting Group



About the Speaker:
Steven J. Best is the managing partner of Affinity Consulting Group’s Atlanta office. Steve is an attorney as well as a certified law office software consultant. With an educational background in law, accounting and economics, Steve consults with law firms throughout the United States and Canada on law office software, sophisticated practice management options, and law office time, billing, and accounting issues. Steve is a graduate of Rutgers University (B.A.) and Emory University School of Law (J.D.). He is a member of the Florida and Georgia Bars and is also a certified consultant/trainer, maintaining certifications in PCLaw, Time Matters, Tabs3, Amicus Attorney, Worldox and Symphony. He is also a recognized expert in both law office billing/accounting solutions as well as paperless office adoption, configuration, workflow and functionality. Steve frequently speaks on legal technology topics throughout the U.S. and Canada. Steve served as the vice-chair of the 2015 ABA TechShow, and is currently serving as the Chair of the 2016 ABA Tech Show.

Program Information
Date Presented:
November 03, 2015 12:00 PM Central
53 minutes
Seven Tips for Trustworthy Trust Accounting
Speaker Information
Steven J. Best   [ view bio ]
Individual topic purchase: Selected
Illinois State Bar Association
Total General MCLE Hours: 0.75
Including Professionalism, Civility or Legal Ethics Professional Responsibility MCLE: 0.75
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