“The Lawyer Shall” … and “the Lawyer Shall Not” are prominent phrases in the North Carolina State Bar trust accounting rules. Understanding what the State Bar requires and forbids is the foundation of good trust account management and security. One requirement, “the Lawyer Shall” take a one-hour course on the trust accounting rule changes, applies to attorneys or paralegals with disbursement authority over trust account funds at least once since the 2016 revision. This hour will satisfy that requirement is you need to fulfill that requirement and it will remind you of the rules surrounding this important responsibility.
This is a virtual seminar, hosted on Zoom on Friday, April 19 from noon to 1pm. The attendance link will be sent to your email address on Thursday, April 18, 2024. Approval for this CLE from the State Bar CLE Board is pending. To attend, please register and pay the $35 fee below.
Jon Biggs, Vice President & Director of Risk Management & Education, Investor’s Title, oversees risk management functions related to Investors Title’s approved provider system. In this role, he oversees the approval process, develops educational seminars and communications-based initiatives involving approved providers and agents, and manages provider data and analysis related to the company’s risk management efforts. Prior to joining Investors Title in 2012, he was partner at a firm in Durham, North Carolina where he practiced residential and commercial real estate law for more than 20 years. Mr. Biggs holds a bachelor’s degree from Duke University and a Juris Doctor from Wake Forest University School of Law.
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