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      Dec

      20

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

      1 PM EST

      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

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2024

      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

      1.20 total credit hours including

      • Ethics

        Status:

        Applied for

        1.20 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

      • Enhanced Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2024

      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

        1.00 credit hours

        Available until:

        12/31/2023

      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:

        Applied for upon completion

        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:

        Approved

        1.00 credit hours

        Available until:

        12/19/2024

      1.00 total credit hours including

      • Legal Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2028

      1.00 total credit hours including

      • Ethics and Professionalism

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2024

      1.00 total credit hours including

      • Ethics, Professional Responsibility and Professionalism

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        06/30/2024

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/19/2024

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2025

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for

        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

      1.20 total credit hours including

      • Ethics

        Status:

        Approved

        1.20 credit hours

        Available until:

        12/19/2024

      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:

        Applied for

        1.00 credit hours

        Available until:

        12/31/2023

      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

      • Attorney Professional Conduct

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/31/2023

      1.00 total credit hours including

      • Ethics

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/19/2024

      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:

        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:

        12/19/2025

      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:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/31/2023

      1.00 total credit hours including

      • Ethics/Professionalism

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2024

      1.00 total credit hours including

      • Legal Ethics/Professional Responsibility

        Status:

        Approved

        1.00 credit hours

        Available until:

        11/30/2024

      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

      • Legal Ethics and Professionalism

        Status:

        Applied for

        1.00 credit hours

        Available until:

        10/31/2024

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2028

      1.20 total credit hours including

      • Ethics

        Status:

        Applied for

        1.20 credit hours

        Available until:

        12/19/2026

      1.00 total credit hours including

      • Ethics

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/19/2024

      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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      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).

      Event Details

      Duration

      60

      Format

      Webinar

      Date

      Dec 20, 2023

      2023-12-20T13:00:00-05:00 2023-12-20T14:00:00-05:00 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.

      Sponsors

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

      Panelists

      Charles R Dunlap
      Karen Huang Osmond
      Kaylin Whittingham
      Robert W Kellerman

      Additional Files & Links

      MCLE Information

      The ABA will seek 1.00 Ethics and Professional Responsibility CLE credit hours in 60-minute states, and 1.20 Ethics and Professional Responsibility CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

      View - MCLE Details

      Deaf/Hard of Hearing Attendees

      CART (Communication Access Realtime Translation) service provides instant accessibility for the deaf and hard of hearing by delivering the spoken word as a realtime stream of text. CART service for this program is firewall-friendly and works in almost any network environment with Internet access, and is compatible with all major web browsers.

      Read more about - Webinar Features

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