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Ethics/Professional Responsibility

Sep. 4, 2026

The trust accounting toolkit: Navigating California's trust accounting resources

The State Bar offers California attorneys a range of educational tools, guidance and support to help them comply with client trust accounting requirements and avoid potential disciplinary problems.

Erin M. Joyce

Founder
Erin Joyce Law, PC.

Email: erin@erinjoycelaw.com

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Natalie Manoukian

Law Clerk
Erin Joyce Law, PC.

Natalie Manoukian earned her bachelor's degree in political science from California State University, Northridge in 2020. Currently, Natalie is pursuing her Juris Doctor at Southwestern Law School with the goal of becoming a practicing attorney.

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The trust accounting toolkit: Navigating California's trust accounting resources
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The Client Trust Account Protection Program (CTAPP) has strengthened the State Bar's oversight of attorneys' handling of client trust funds, first through mandatory registration of every IOLTA and non-IOLTA trust account held by California licensees and then through annual compliance reviews of trust account activity for selected licensees. Under Rule 2.6 of the Rules of the State Bar, an attorney selected for review must coo...

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