CLE - Essentials of IOLTA Compliance

CLE - Essentials of IOLTA Compliance
2:30 PM - 4:45 PM - Login link and  materials will be provided electronically prior to the program to those that register for credit. 2.0 ETH credits  FREE ELIGIBLE *

Attend via Webcast!

Essentials of IOLTA Compliance: Understanding, Creating, and Managing Client Trust Accounts

Co-hosted by the Professional Guidance Committee and Solo and Small Firm Management Committee

One of the most essential financial accounts of law firms is the Interest on Lawyer Trust Accounts (IOLTA). This is the bank account attorneys use to hold client funds. In addition, IOLTA is an important means of securing access to equal justice for individuals living in poverty, with interest from these lawyer trust accounts being pooled to provide civil legal aid funding for indigent people and support improvements to the justice system. Pennsylvania attorneys have important and significant responsibilities when it comes to maintaining and managing the IOLTA they use. Unfortunately, some attorneys overlook the importance of ongoing education about this integral part of maintaining a law practice. 

This must-see CLE will help Pennsylvania attorneys understand the IOLTA system, ensure best practices when setting up IOLTA, alert them to their obligations, and, perhaps most importantly, receive concrete and practical guidance for how to successfully manage IOLTA and avoid disciplinary issues that can result from improper handling of these funds.  This dynamic program will include a member of the Pennsylvania IOLTA Board, a member of the Pennsylvania Office of Disciplinary Counsel, and a representative from the Philadelphia Bar Association Professional Guidance Committee who fields numerous questions about IOLTA issues on the Philadelphia Bar Association Ethics Hotline.  

Attendees will benefit from the peace of mind which comes from being able to gain important insight and tools with regard to managing theirs and their firm's IOLTA.  
Thomas J. Farrell, Esq.
Chief Disciplinary Counsel
Disciplinary Board of the Supreme Court of Pennsylvania

Stephanie S. Libhart
Executive Director
Pennsylvania IOLTA Board
Supreme Court of Pennsylvania

Daniel J. Siegel, Esq.
Law Offices of Daniel J. Siegel, LLC
Robert S. Tintner, Esq.
Partner, Fox Rothschild LLP
Professional Guidance Committee 
Philadelphia Bar Association Ethics Hotline
Kristine L. Calalang, Esq. Also Course planner

The Law Office of Kristine L. Calalang
Co-Chair, Solo and Small Firm Management Committee
Philadelphia Bar Association

Dino Privitera, Esq.
The Privitera Law Firm LLC
Co-Chair, Solo and Small Firm Management Committee
Philadelphia Bar Association

Course Planner:
Beth L. Weisser, Esq.
Partner, Fox Rothschild LLP
Co-Chair, Professional Guidance Committee
Philadelphia Bar Association


            * This CLE is eligible to be taken for free as part of the six free CLE credits given to members in good standing. To take advantage of this benefit, enter the promo code MBRSFREE21 at checkout.


WEBCAST Registrants
1. Non-Member Government Attorney or Judicial Non-Member, please enter PROMO Code GVNML2 in the Checkout Cart 
2. Non-Member Legal Services/Public Interest Attorney, please enter PROMO Code LSPINML2 in the Checkout Cart 
3. Non-Member Court Reporter or Non-Member Paralegal, please enter PROMO Code CRPLNML2 in the Checkout Cart

Registration amount and category will be verified prior to credits being reported!

2/23/2021 2:30 PM - 4:45 PM
Philadelphia Bar Association LIVE Via WEBCAST PA UNITED STATES
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