IOLTA Basics (Webinar)

Published on: April 7, 2023

A review by The Legal Intelligencer of the Pennsylvania Supreme Court’s Disciplinary Board records from 2006-2016 revealed that 13% of attorney discipline was for mishandling client money, including mismanaging IOLTA accounts. Pennsylvania’s Rule of Professional Conduct 1.15, which outlines in detail the requirements for handling a trust account, runs to more than 5,000 words. A violation of R.P.C. 1.15, no matter how minor or technical, can lead to attorney discipline.

Make sure you understand your obligations to your clients. Come to this practical, nuts-and-bolts webinar to learn the basics of IOLTA, including practical steps for handling the account.

Jenkins Law Library, an accredited provider under the Pennsylvania CLE Board’s Rules, will serve as the CLE provider for this course. The course has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hour of CLE credit in ethics.

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hour of total CLE credit in ethics/professionalism.

This webinar will be presented using Zoom, a free videoconferencing service.