Monday, 16 March 2015

HAVE A TRUST ACCOUNT

Have a trust account.
You can't properly use what you don't have. Be sure it is clearly identified as "Client Trust Account" or use some other language that makes it dear that the account is a trust account. At the very least, you should have a checking client trust account, a client trust safe deposit box, and, when appropriate, a savings client trust account. You should have these even though you have no immediate need for them. When you do need them, you'll be ready to go. The account should be in a federally insured institution within the geographic boundaries of your state.
By

Peter felister

No comments:

Post a Comment