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https://delcobar.org/

Delaware County
Bar Association

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Distance Learning

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Online CLE Programs

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

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Price

$50 for DCBA Members
$65 for Non-member

90 minutes
Date Published

January 27, 2021

Publisher

Delaware County Bar Association

Subjects

Ethics

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

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 on 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.

SWOD-13706

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Presenters

Kathryn Peifer Morgan, Esq.
Executive Director/Counsel - Pennsylvania Lawyers Fund for Client Security


Stephanie S. Libhart
Executive Director - Pennsylvania Interest on Lawyers’ Trust Accounts Board


Thomas J. Farrell, Esq.
Chief Disciplinary Counsel - The Disciplinary Board of the Supreme Court of Pennsylvania


Daniel J. Siegal
Chair, PBA Committee on Legal Ethics and Professional Responsibility - Law Offices of Daniel J. Siegel, LLC


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Video Presentation
Downloadable Files
Slide Deck Copy
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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