Description

State Bar Representatives Catherine Ongiri and Steven Moawad will walk us through the compliance requirements for the new Client Trust Account Protection Program. 

• Learn about the CTAPP.  
• Watch a demonstration of how lawyers should register their client trust accounts, including IOLTA, using My State Bar Profile.  
• Learn how to comply with the CTAPP requirements if your law firm will register client trust accounts on your behalf.  
• Understand how to complete the new client trust account self assessment.  
• Learn how to certify that you are knowledgeable about, and in compliance with, applicable rules and statutes governing client trust accounts and the safekeeping of funds entrusted by clients and others.  
• Learn how to generate your fee payment invoice, and if mailing a check payment, understand the proper documentation required for your payment to be processed.

MCLE: 1.0 General Substantive Law

SPEAKERS: 

Catherine Ongiri, Senior Attorney

State Bar of California’s Office of Professional Competence

Steven Moawad,

State Bar of California Director of the Division of Regulation