Thursday, April 20, 2023
In Person and Via Zoom at 12:00pm

If you plan on attending this event in person:
Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403

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

Our presenter will be Diane L. Camacho, CLM of DLC Consulting Services.

Cost: Cost is $50 per person for members of the SMCBA Estate Planning Section for the luncheon ($40 for webinar) and $65 for non-members for the luncheon ($55 for the webinar). Cost includes lunch and 1.0-hour General Law MCLE for live event attendees. MCLE will be provided for the webinar participants.

Registration and Information: Please note that we have four registration options. Luncheon or Webinar, Member or Non-Member. Webinar registrants wishing to change to Luncheon attendance must contact the SMCBA offices at prior to Monday, April 17.

Monday, April 17 is the deadline for requesting a refund.

For questions about this event, please email


San Mateo Elks Lodge, 229 West 20th Avenue, San Mateo, CA 94403

From Highway 92, Exit El Camino Real South. Turn right (west) at the first traffic light onto 20th Avenue. The Elks Lodge is three blocks west on 20th Avenue on your left.

For in person cancellations, the cancellation must be received ONE WEEK BEFORE the event. If you do not cancel within one week prior to the event or do not show up to the event, you will be charged the full amount.

For zoom cancellations, must be received at least 48 hours prior to the event for a full refund of the registration fee for those who register via Zoom. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.