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Jan. 15, 2026

Be Proactive: State Bar recommendations for trust account compliance

With trust account compliance reviews expanding in 2026, now is the time for California attorneys to adopt stronger recordkeeping practices and foster a firm culture of transparency and accountability.

Steven Moawad

Special Counsel, Division of Regulation at the State Bar of California

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Jennifer Stalvey

Program Manager, Division of Regulation at the State Bar of California

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Be Proactive: State Bar recommendations for trust account compliance
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Preparing for a State Bar compliance review is not just about meeting regulatory requirements--it's about building a culture of accountability, transparency and trust within your law practice. Whether you're a solo practitioner or part of a larger firm, the steps you take today can save you time, money and ...

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