Knowledge of the Trust Account Rules is vitally important, so here is your chance to get it right. ICLEF and the Disciplinary Commission have once again partnered for this unique program that will emphasize not only "how" to do it, but also "why" it should be done the right way. Examples will be provided, to help illustrate the information presented.
This program will also be beneficial to office administrators and paralegals used by law firms to handle trust account management matters.
Curriculum:
This will be a course in which participants receive multi-process training in Trust Account Management.
• Beyond the Requirement – The Real Importance of Trust Accounts
• Setting up the Account
• Trust Account Spread Sheets
• Deposits and Payments from Client Funds
• General Ledgers and Individual Client Ledgers
• The IOLTA Program Step by Step
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Faculty:
Mark A. Carnell
Indiana Supreme Court Disciplinary Commission, Indianapolis
Mark Carnell is a Staff Attorney with the Indiana Supreme Court Disciplinary Commission. He is assigned to investigate and, when appropriate, prosecute cases involving allegations of attorney ethical misconduct, focusing on fiduciary and attorney trust account violations. Previously, he served as the Legislative Liaison at the Indiana Public Defender Council with a demonstrated history of working in legal services in government. Skilled in legislative affairs and public policy, with a background in teaching and training. Strong community and social services professional with a Doctor of Jurisprudence and a Masters of Public Affairs focused in public management from Indiana University O'Neill School of Public and Environmental Affairs.
Mark R. Conner
Indiana Supreme Court Disciplinary Commission, Indianapolis
Mark Conner is a Staff Attorney with the Indiana Supreme Court Disciplinary Commission in Indianapolis. Mark was admitted to practice law in 2005. He began his career as a Deputy Prosecutor in Marion County rising through the ranks from handling misdemeanor cases to trying homicides. Mark worked for two years in the Office of the Indiana Attorney General from 2013-2015. He returned to the Marion County Prosecutor’s Office in 2015 to join the Screening Division where Mark reviewed arrests and warrants for appropriate charging decisions. Mark also continued to try cases during that assignment. Next, Mark briefly worked as a Deputy Prosecutor in Morgan County before joining the Office of Judicial and Attorney Regulation with the Indiana Supreme Court in 2022. As an attorney with OJAR, Mark investigates, and where appropriate, litigates cases of attorney or judicial misconduct.
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Trust Account School 2024
3 CLE / 3 E - Wednesday, December 4
9:00 A.M. - 12:15 P.M.
Live In-Person - ICLEF, Indianapolis
Live Webcast - From your home or office
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE
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