October 04, 2019
Many banks offer services, settings, and tools that can add security to any account – including your trust account. But some bank employees aren’t familiar with lawyer trust accounts, the heightened duties attached, or even all the security features on offer at the bank. Be assertive. You may need to initiate conversation with an account specialist or ask for items by name to take advantage of some of the security features that follow.
by Lee Wachocki