CLE - IOLTA 101: Best Practices and Staying Out of Trouble

1E

Place: Westmoreland Bar Association and via Zoom

05/23/2024
12:00 PM - 01:00 PM

IOLTA 101: Best Practices and Staying Out of Trouble


This presentation will cover the requirements set forth in Pa. R.P.C. 1.15,
FDIC Insurance for IOLTA accounts, IOLTA requirements for real estate
settlement work, credit card deposits into the IOLTA account, and
managing unclaimed and unidentifiable funds in the IOLTA account.


Speaker:
Stephanie S. Libhart
Executive Director, PA IOLTA Board
Supreme Court of Pennsylvania