Q. As the new managing partner of our firm, I have no idea how to manage our trust account. What must I do to comply with the rules?
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Q. I'm ashamed to admit that I don't know how to balance my own checkbook. Knowing that banks are reporting overdrafts to the grievance board, I'm terrified of bouncing a check on my trust account. May I keep some extra money in the account just to be safe?
Q. Unable to take payments in person these days, I may let clients use apps like Paypal and Venmo to pay fees and retainers online. Are such payments allowed?
Q. Since business has slowed, I finally have time to reconcile my trust account. But I haven't a clue on where to begin. Can you help me?