Session Overview

This course will instruct participants on and test their knowledge of the fundamentals of attorney trust accounts in New Mexico, including (a) the proper operation of such accounts (b) identification of records that must be maintained; (c) best and prohibited practices for operating a trust account and accepting retainers; (d) recording trust transactions in general and client ledgers; and (e) reconciling trust account ledgers with bank statements. (This course is approved by the New Mexico Disciplinary Board pursuant to New Mexico Rule 17-204(C).) 

About Anne L. Taylor

Anne L. Taylor is Chief Disciplinary Counsel for the Office of Disciplinary Counsel of the New Mexico Supreme Court Disciplinary Board where she has worked since January 2002 as both Assistant and Deputy Disciplinary Counsel, before being appointed Chief in November 2020. She serves as the Disciplinary Counsel liaison to the New Mexico Client Protection Fund. Anne has a J.D. from Vanderbilt University School of Law in Nashville, Tennessee.