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      IOLTA 201: Beyond the Nuts and Bolts of Handling Pooled Client Trust Accounts [CC]

      IOLTA 201: Beyond the Nuts and Bolts of Handling Pooled Client Trust Accounts [CC]
      ETHICS 60 min

      IOLTA 201: Beyond the Nuts and Bolts of Handling Pooled Client Trust Accounts [CC]

      This program is a follow up to the December 20, 2023, CLE, "The Nuts and Bolts of handling pooled client trust accounts". Using the excellent feedback and questions compiled from attendees of the December 2023 program, this follow-up will take a deeper look at the best practices, and common questions on the topic of pooled client trust accounts.

      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:

        12/01/2027

      1.00 total credit hours including

      • Ethics

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/01/2029

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2025

      1.00 total credit hours including

      • Professional Ethics

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Legal Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2027

      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

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Enhanced Ethics

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/01/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/30/2026

      1.00 total credit hours including

      • Ethics and Professional Responsibility

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/01/2027

      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:

        12/01/2027

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2026

      1.00 total credit hours including

      • Legal Ethics/Professional Responsibility

        Status:

        Self apply

        1.00 credit hours

        Available until:

        12/01/2029

      1.00 total credit hours including

      • Professional Responsibility

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2026

      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

      • Legal Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2025

      1.00 total credit hours including

      • Ethics, Professional Responsibility and Professionalism

        Status:

        Applied for

        1.00 credit hours

        Available until:

        06/30/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2026

      1.00 total credit hours including

      • Ethics or Professional Responsibility

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/31/2027

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/01/2027

      1.20 total credit hours including

      • Ethics and Professionalism

        Status:

        Reciprocity

        1.20 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2029

      1.00 total credit hours including

      • Ethics and Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Applied for

        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:

        12/01/2027

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2027

      1.20 total credit hours including

      • professionalism and cultural competency

        Status:

        Available for credit

        1.20 credit hours

        Available until:

        12/01/2028

      1.00 total credit hours including

      • Attorney Professional Conduct

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Professionalism (General)

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics or Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2026

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/01/2029

      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/Professionalism

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2025

      1.00 total credit hours including

      • Legal Ethics/Professional Responsibility

        Status:

        Approved

        1.00 credit hours

        Available until:

        11/30/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2027

      1.20 total credit hours including

      • Ethics and Professionalism Programming

        Status:

        Approved

        1.20 credit hours

        Available until:

        12/01/2027

      1.00 total credit hours including

      • Legal Ethics and Professionalism

        Status:

        Applied for

        1.00 credit hours

        Available until:

        10/31/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/01/2029

      1.20 total credit hours including

      • Ethics

        Status:

        Applied for

        1.20 credit hours

        Available until:

        12/01/2027

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      Closed Captioned.

      Come join the conversation with Abbie Bush (Director of Civil Legal Assistance Programs, Indiana Bar Foundation), Robert Kellerman (Kellerman Law Firm), Kaylin Whittingham (Legal Ethics & Professional Responsibility Counsel, Whittingham Law), and Karen Osmond (Senior Assistant Disciplinary Counsel, Supreme Court of Ohio).

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

      • Assess one's responsibilities under the Model 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 best practices for IOLTA fund accounting, and setting up a reconciliation system.
      • Understand how different types of fee agreements, overpayment of legal fees, and legal payment methods are handled.
      • Understand implications of various states being involved in an individual claim/complaint.

      Product Details

      Panelists

      Abbie Bush, Karen Huang Osmond, Kaylin Whittingham, Robert W Kellerman

      Sponsors

      Center For Professional Responsibility

      Product Code

      CP2412BNBOLC

      Duration

      60

      Publication Date

      12/2/2024 12:00:00 AM

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