On-Demand Video
CC

IOLTA

  • City:
  • Start Date:2023-10-25 20:00:00
  • End Date:2025-10-25 20:00:00
  • Length:
  • Level:Basic
  • Topics:

$79.00 ProPass

[{"jurisdiction":"Supreme Court of Delaware Commission on Continuing Legal Education","status":"Self Apply","state":"Delaware","credits":"","expiration_date":"October 24, 2024","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Enhanced Ethics","credit":"1.0"}]},{"jurisdiction":"Virginia State Bar","status":"Self Apply","state":"Virginia","credits":"","expiration_date":"October 31, 2023","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Legal Ethics and Professionalism","credit":"1.0"}]},{"jurisdiction":"Supreme Court of New Jersey Board on Continuing Legal Education","status":"Reciprocity ","state":"New Jersey","credits":"","expiration_date":"October 24, 2026","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Ethics and Professionalism","credit":"1.2"}]},{"jurisdiction":"The Florida Bar","status":"Self Apply","state":"Florida","credits":"","expiration_date":"April 24, 2025","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Ethics","credit":"1.0"}]},{"jurisdiction":"New York CLE Board","status":"Approved","state":"New York","credits":"","expiration_date":"October 24, 2026","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Ethics and Professionalism","credit":"1.0"}]},{"jurisdiction":"Supreme Court of Ohio","status":"Applied for","state":"Ohio","credits":"","expiration_date":"December 31, 2023","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Attorney Professional Conduct","credit":"1.0"}]},{"jurisdiction":"West Virginia State Bar Continuing Legal Education Commission","status":"Applied for","state":"West Virginia","credits":"","expiration_date":"October 24, 2026","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Ethics","credit":"1.2"}]},{"jurisdiction":"Pennsylvania Continuing Legal Education Board","status":"Approved","state":"Pennsylvania","credits":"","expiration_date":"October 24, 2025","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Ethics","credit":"1.0"}]}]
Credit States Status Credits Earn credit until
Add to cart

Overview

Interest on Lawyer Trust Account (IOLTA) 

One of the most common reasons for the imposition of serious discipline against a lawyer is the lawyer’s failure to handle fiduciary funds properly.  This course provides a basic understanding of the requirements of IOLTA and shares guidance for managing and safeguarding entrusted funds and other property belonging to clients and third parties.

Recorded in October 2023.

Faculty

Stephanie Libhart

Stephanie S. Libhart is the executive director of the Pennsylvania Interest on Lawyer Trust Accounts (IOLTA) Board. She holds a master’s in the study of law, with magna cum laude distinction, from the University of Pittsburgh School of Law, and a bachelor’s in political science, with a minor in women’s studies and a concentration in legal studies, from Bloomsburg University of Pennsylvania. Ms. Libhart served as assistant executive director of the IOLTA Board for four years before she was promoted in 2013 to executive director. Prior to her employment with the IOLTA Board, she worked for the Supreme Court of Pennsylvania’s Office of Judicial Automation, Aristotle International, Inc., and the Pennsylvania School Boards Association. Stephanie serves in various leadership roles with the National Association of IOLTA Programs (NAIP) and is a member of the Pennsylvania Bar Association’s Legal Services to the Public Committee. 

Daniel J. Siegel, Esq.

Attorney Daniel J. Siegel is a nationally recognized authority on ethics, technology, data protection and business workflow management, and the principal of both the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. Dan provides techno-ethics counsel to solo, small and mid-sized law firms on cybersecurity, technology and other related issues. His practice includes representing of attorneys in disciplinary matters; providing professional responsibility guidance to attorneys and firms; serving as appellate counsel; and representing individuals in workers’ compensation and personal injury matters. Dan also consults with law firms and businesses on workflow management, implementation of paperless offices, and other productivity matters. Attorney Siegel is a prolific speaker and author, and serves as the Chair of the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility, and Past-Chair of the American Bar Association’s Professional Development Board Chair. The author of 15 books, Dan is a columnist and frequent lecturer on a wide range of topics, including ethics, technology, substantive law, appellate law, and professional responsibility matters. You can reach Dan at dan@danieljsiegel.com.

Need help navigating your CLE requirements?

You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.

learn more