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Section | Estate Planning, Trust and Probate

Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual)

Trust Accounting

Speaker
Diane L. Camacho | DLC Consulting Services, LLC

The MCBA Estate Planning, Trust and Probate & Probate Litigation Sections June Meeting (virtual), Trust Accounting, will be held virtually on Wednesday, June 18th from 12:00 to 1:00 PM via a Zoom Webinar.

This session will cover the practical aspects of managing Client Trust Accounts in a law firm and what profitability measures lawyers should be reviewing.
- Client Trust Account Protection Program [CTAPP]
- What reports should you have for your trust account?
- How should your trust account be reconciled?
- Common mistakes

Who should attend?
- Any firm member involved in client billing or bank account reconciliation.
- Managers of law firms and/or accounting departments.
- Any California attorney who has not been trained in trust accounting compliance.

Time will be reserved for questions and discussions.

***For those that are not able to attend but interested in the post-meeting recording, we require that you Register for the Event. Once the presentation is over, if the recording is adequate, we will send it to those that were not able to attend. If the recording is distorted and can not be viewed, MCBA will refund your registration fee. MCBA does not provide CLE for viewing recordings post presentation.***

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR TOWARDS GENERAL/LS (Estate Planning, Trust and Probate Law) CLE Credit.

MCLE Notice: To receive MCLE credit, for in person: you must sign in/out at MCBA registration table. If virtual: you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411

People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.

1.0 CLE | General

Contact

Denise Belli | Email
Julie Cervetto | Email

06/18/2025 12:00 PM 06/18/2025 1:00 PM America/Los_Angeles Estate Planning, Trust and Probate & Probate Litigation Sections Meeting (virtual) Trust Accounting Zoom Webinar, , , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Member Registration

Non-member Registration

Registration ends Jun 18, 2025

Members: $ 30
Non-Members: $50

$20 for MCBA Estate Planning, Trust and Probate or Probate Litigation Section Members

Date and Location

Wednesday | June 18, 2025
12:00-1:00P

Zoom Webinar

Speaker Information

Diane L. Camacho

DLC Consulting Services, LLC

Diane L. Camacho is the founder of DLC Consulting Services, LLC. She has spent more than 25 years as a legal manager in San Francisco for firms of various sizes. She started DLCCS in 2013 and has consulted to small firms around the country on a multitude of management and operational issues. She speaks in the legal community on issues such as operations, IOLTA accounting and legal practice management software. In addition, she teaches law office management at the San Francisco State University. Diane is a Certified Legal Manager and holds a degree in Organizational Behavior and Leadership from the University of San Francisco.

Diane is deeply rooted in the legal community of the Bay Area. She spent over 15 years on the Board of Directors for the San Francisco Chapter of the Association of Legal Administrators, serving as President twice and served as co-chair of the solo and small firm section brown bag lunch for the San Francisco Bar Association.

She has a passion to help attorneys and their staff become more efficient. She believes attorneys should practice law, not spend their time in the weeds of running their businesses. Her experience ranges from office build-outs and moves to new technology implementations and law firm start-ups.

Website