Celesq® Programs

IOLTA The Basics What Lawyers Need to Know

Active
Program Number
3141
Program Date
2021-02-03

Mismanaging an IOLTA is one of most common ways lawyers find themselves in disciplinary proceedings. Commonly, the problems arise because lawyers do not know the rules that apply to handling their IOLTA accounts, generally because they were never trained in the best practices. This course will explain the basics of IOLTA accounts, and offer practical advice how to set up an account, how to handle the required accounting, and offer detailed information about IOLTA account dos and donts. The program is based upon the American Bar Association Model Rule of Professional Conduct 1.15 and the Model Rule on Financial Recordkeeping.

Available in States

  • California
  • Florida
  • Georgia
  • New Jersey
  • New York
  • Texas Self Study

Program Categories

  • Administrative Law & Regulations
  • Banking & Finance Law
  • Business Law
  • Business Organizations & Contracts
  • Ethics & Professionalism
  • Federal Courts
  • Florida Eligible
  • In-House Counsel
  • Law Practice Management
  • Regulatory and Administrative Law