IOLTA/Trust Account Related Guidance & Disciplinary Matter Representation
IOLTA/trust account issues, including poor accounting, commingling, and lack of proper records, are one of the major sources of disciplinary actions against attorneys, not only in Pennsylvania, but throughout the country. Ethical guidance and IOLTA/trust account Attorney Daniel J. Siegel, who chairs the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility, has been a leader in calling for mandatory education and other IOLTA account reforms so that attorneys avoid disciplinary issues. Dan has proposed new regulations and CLE options to protect attorneys. Equally important, Dan understands the nuances of IOLTA issues and has assisted numerous attorneys so that they comply with the requirements of Pennsylvania Rule of Professional Conduct 1.15, which governs lawyers’ IOLTA/trust fund obligations.
Attorney Daniel J. Siegel also consults with attorneys and assists law firms with implementing IOLTA/trust account reforms and best practices. He also regularly represents attorneys who need ethical guidance and disciplinary representation relating to allegations about their IOLTA and trust accounts.
If you need ethical guidance relating to your IOLTA or trust account, or are involved in disciplinary proceedings, contact Attorney Dan Siegel at (610) 446-3457 or click here to send Dan an email.