• On-Demand Video

IOLTA Compliance: Keeping Client Funds Safe and Keeping You Out of Trouble 2020

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On-Demand Video

---------- CLE 0 sub/1.5 eth PRICE Regular: $79.00
New Attorney: $40.00
Subscribers Pay: $0.00


Attorneys must maintain an  IOLTA/Trust account to hold funds of clients and others, and must also comply with specific Rules of Professional Conduct detailing how to account for IOLTA funds. Because many attorneys are confused by or do not understand how to manage their IOLTA accounts, they may find themselves the subject of a disciplinary proceeding.

This program will focus of the nuts and bolts of handling IOLTA/Trust accounts, so that attorneys can clear up any confusion and avoid potential problems. During this 1.5 ethics CLE credit webinar, speakers from Pennsylvania’s IOLTA Board, the Lawyers Fund for Client Security, and the Disciplinary Board will discuss IOLTA. By the time you finish this program you will:
Discover the most common reasons attorneys get in trouble for IOLTA-related issues
Understand how IOLTA works
Learn how to handle an IOLTA account 
Know your responsibilities for IOLTA accounts under the Rules of Professional Conduct
See practical examples of best practices for accounting for IOLTA funds
Learn how the various boards respond to complaints

Recorded in November 2020.

Practice Areas


Stephanie S. Libhart Pennsylvania IOLTA Board
Kathryn Peifer Morgan Esq. Pennsylvania Lawyers Fund for Client Security
Daniel J. Siegel Esq. Law Offices of Daniel J. Siegel, LLC
Raymond Wierciszewski Esq. Office of Disciplinary Counsel
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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