Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

Finding the right bank for a trust account can mean paying low or no fees, earning high interest and benefiting from ...

By collaborating with Orion, we’re giving trust teams access to institutional-grade portfolio management and trading, ...

New release outlines what trust-account records and internal workflows generally look like for California law firms handling client funds. NEWPORT BEACH, CA, UNITED ...

"Lawyers are not accountants … and these are hyper technical rules," Scott Westheimer, president of The Florida Bar, said. "All of those common types of violations, that are technical, we think can be ...