Trust Account Maintenance

Trust Account Maintenance is an ongoing job. Below are 5 steps to assist with that process. Step 1:  Review all outstanding checks.  This must be done before you can truly evaluate the client ledger balances.  A ledger with a $0.00 balance listing checks that have not cleared the bank is a prob… Read More +

Practicing Law in a Post-Marriage Equality North Carolina: Issues Spotting for the Non-Family Law Practitioner

North Carolina’s constitutional ban on same sex marriage, Amendment One, was struck down on October 10, 2014 by Judge Cogburn in Gen. Synod of the United Church of Christ v. Resinger. 12 F. Supp. 3d 790, 791 (W.D.N.C. 2014). Not a full year later, after working its way to the Supreme Court, Obergefell v. … Read More +

Time to Plan! Retirement and Estate Planning for the Small Firm Partner or Solo Practitioner

The fundamental principal of estate planning is to anticipate and prepare for the major life events, particularly, what will happen to one’s property upon disability or death.  The same line of thought can and should be applied to your law practice.  Preparing and implementing a plan for your pr… Read More +