Crafted Technology Corporation
 
Trust Account Review
 
Crafted Technology Corporation
2664 Ridgemore Road,  N.W.
Atlanta, GA  30318


William R. Blum, CPA,CMA
President
Phone (404) 352-5457
Fax (404) 352-4569
BBlum@CraftedTech.Com







 

Skip Navigation LinksHome > Services > * Trust Review Friday, November 17, 2017
  Many professions hold funds from their clients in a trust or escrow relationship. 
For example, attorneys may keep client funds under very specific rules set out by the State Bar. Crafted Technology is located in Georgia, so this discussion of trust requirements is most specific to the Georgia Bar Trust Requirements

Failure to rigorously follow the bar rules can result in disciplinary action by the State Bar, and even possible loss of your license - rare but possible. 

 

The Bar rules appear to be simple, but the devil is in the details.  Despite you good intentions, your firm may be inadvertently making minor violations of the Bar Rules. 

Remember the attorneys who closed HomeBanc Mortgage's loans only to find that the deposit to trust would bounce - after the funds were disbursed? 

CTC can meet with your staff and you to review your trust processes..

Often printing a few simple reports from your current system will go a long way toward full compliance with the Bar Rules regarding Trust Accounts.

 
Please call us at (404) 352-5457 to discuss how you can tighten and improve your procedures on Trust Accounting.
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