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      IOLTA 101: The Nuts and Bolts of handling pooled client trust accounts [CC]

      IOLTA 101: The Nuts and Bolts of handling pooled client trust accounts [CC]
      ETHICS 60 min

      IOLTA 101: The Nuts and Bolts of handling pooled client trust accounts [CC]

      What is IOLTA? Who does it benefit? And what does an attorney need to know about operating one? This "nuts and bolts" presentation will answer these questions and more.

      Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/19/2028

      1.00 total credit hours including

      • Professional Ethics

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Legal Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/30/2025

      1.00 total credit hours including

      • Ethics and Professional Responsibility

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2025

      1.00 total credit hours including

      • Legal Ethics/Professional Responsibility

        Status:

        Self apply

        1.00 credit hours

        Available until:

        12/19/2028

      1.00 total credit hours including

      • Professional Responsibility

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2025

      1.00 total credit hours including

      • Ethics or Professional Responsibility

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics and Professionalism

        Status:

        Self apply

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Professional Responsibility

        Status:

        Self apply

        1.00 credit hours

        Available until:

        12/19/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/31/2026

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/19/2026

      1.20 total credit hours including

      • Ethics and Professionalism

        Status:

        Reciprocity

        1.20 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2028

      1.00 total credit hours including

      • Ethics and Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        02/28/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Professionalism (General)

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics or Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2025

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Self apply

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2026

      1.20 total credit hours including

      • Ethics and Professionalism Programming

        Status:

        Approved

        1.20 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2028

      1.20 total credit hours including

      • Ethics

        Status:

        Approved

        1.20 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Self apply

        1.00 credit hours

        Available until:

        12/19/2026

      $00
      NON-MEMBERS
      $00
      MEMBERS
      $00
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      Closed Captioned.

      By the end of the program attendees will be able to:

      • Understand how IOLTA works;
      • Learn how to handle an IOLTA account;
      • Assess one's responsibilities under the Rules of Professional Conduct;
      • Discover the most common reasons attorneys get in trouble for IOLTA-related issues and how the various boards respond to complaints;
      • Discuss practical examples and best practices for accounting for IOLTA funds.

      Come join the conversation with Charles Dunlap (Executive Director of the Indiana Bar Foundation), Robert Kellerman (Member, Stoll Keenon Ogden PLLC), Kaylin Whittingham (Legal Ethics & Professional Responsibility Counsel, Whittingham Law), and Karen Osmond (Senior Assistant Disciplinary Counsel, Supreme Court of Ohio).

      Product Details

      Panelists

      Charles R Dunlap, Karen Huang Osmond, Kaylin Whittingham, Robert W Kellerman

      Sponsors

      Center For Professional Responsibility, Solo Small Firm and General Practice Division, Young Lawyers Division

      Product Code

      CP2312IOLOLC

      Duration

      60

      Publication Date

      12/20/2023 12:00:00 AM

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