Automatic Update Service

This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Downloadable Course Book

IOLTA Compliance: Keeping Client Funds Safe and Keeping You Out of Trouble 2020 (Electronic Download)

Available: In Stock
Price: $49.00
Item Code: 11279-DL


Every attorney must maintain an IOLTA trust account to hold funds of clients and others. They 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 book focuses on the nuts and bolts of handling IOLTA trust accounts, so that attorneys can clear up any confusion and avoid potential problems. Members of Pennsylvania’s IOLTA Board, the Lawyers Fund for Client Security, and the Disciplinary Board helped compile this volume. This book will help you:

  • 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
Practice Areas
Published: 11/18/2020
Pages: 94
©2023 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.