If a client files a complaint with the State Bar alleging that his or her trust fund is being mishandled, the State Bar shall investigate and may require an audit if it determines that circumstances warrant.

At the client’s written request, the attorney shall furnish the client with a complete statement of the funds received and disbursed and any charges upon the trust account, within 10 calendar days after receipt of the request. Such requests may not be made more often than once each 30 days unless a client files a complaint with the State Bar and the State Bar determines that more statements are warranted.

Terms Used In California Business and Professions Code 6091

  • Complaint: A written statement by the plaintiff stating the wrongs allegedly committed by the defendant.
  • State: means the State of California, unless applied to the different parts of the United States. See California Business and Professions Code 21
  • Trust account: A general term that covers all types of accounts in a trust department, such as estates, guardianships, and agencies. Source: OCC

(Added by Stats. 1986, Ch. 475, Sec. 4.)

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