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Trust Account Ethics and Software Solutions

Credit(s): 1.25 CLE Credits
1.25 Ethics Credits
Course Number: DL-656
Original Program Date: November 13, 2012
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  • Alex McDonald talks about mismanaging trust accounts and how that can have terrible consequences for a lawyer. Law schools fail to train law students on how to handle trust accounts, and seasoned lawyers continue to struggle with all of the requirements contained in Rule 1.15. We will explore the issues surrounding trust accounting and the software programs available to assist in managing them.

    1.25 CLE Credits
    1.25 Ethics Credits  

    Alex G. MacDonald, Senior Consultant

    Alex G. Macdonald, Esq. is an attorney and consultant with Affinity's Columbus, OH office. Alex focuses his consulting practice in the areas of law firm time, billing, accounting, and case management.

    Prior to joining Affinity, Alex was a staff attorney with the Pennsylvania Bar Institute (PBI) where he handled matters related to Law Office Management & Technology education. During his time at PBI, Alex created PBI's first annual multi-day law office management and technology conference, quickly becoming one of the premier events of its kind in the country. Alex is also a former Senior Manager of the Cleveland Metropolitan Bar Association where he directed that organization's Member Benefit relationships. Alex is admitted to the practice of law in the Commonwealth of Pennsylvania and a member of the Pennsylvania Bar Association where he is active in the Solo & Small Firm Practice Section. He is also a member of the Association for Continuing Legal Education and a former member of the National Association of Bar Executives.

    Alex is a frequent CLE lecturer. His CLE seminars cover many topics, including, but not limited to, law office accounting and billing, mobile lawyering, time management, and social media for lawyers. Alex received his undergraduate degree from Baldwin-Wallace College and his Juris Doctor from Cleveland-Marshall College of Law.


    Baldwin-Wallace College, B.A. Political Science

    Cleveland State University, Cleveland-Marshall College of Law, Juris Doctor

    DescriptionPagesFile Size
    Handout Material1NA149 KB
    Handout Material2NA685 KB
    AlexMcDonaldChart.pdfNA149 KB
    AlexMcDonaldDollarsSense.pdfNA685 KB
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