Celesq® Attorneys Ed Center

IOLTA – The Basics – What Lawyers Need to Know

Program Number: 3141

Program Date: 02/03/2021


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 do’s and don’ts. The program is based upon the American Bar Association Model Rule of Professional Conduct 1.15 and the Model Rule on Financial Recordkeeping.

$95.00Audio Tape Add to Cart

Available in states

California, Colorado Eligible, Florida, Georgia, New Jersey Eligible, New York, Texas Self Study

Credit Information

50 minute credit hour - 1.0 General CLE credit, based on a 50-minute credit hour, including 1.0 credit Ethics
60 minute credit hour - 1.0 General CLE credit, based on a 60-minute credit hour, including 1.0 credit Ethics

State Program Numbers


Daniel J. Siegel, Esq.

Law Offices of Daniel J. Siegel, LLC


Mr. Siegel has devoted his career to representing and providing professional guidance to attorneys about ethical matters, culminating in his 2020 appointment as Chair of the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility. In addition, Mr. Siegel’s practice also focuses on trial and appellate court writing, and workers compensation matters. He serves in numerous other bar association positions, including serving as Chair of the American Bar Association Law Practice Division Professional Development Board, and the author of ethics, technology and other columns for the American Bar Association, the Philadelphia Bar Association, and Pennsylvania Law Weekly.

Mr. Siegel, principal of the Law Offices of Daniel J. Siegel, LLC, handles matters that keep other attorneys awake at night. He regularly represents attorneys with and provides (1) ethical and technoethical guidance on a wide range of areas, and (2) serves as trial and appellate counsel, handling the drafting of pleadings and briefs, as well as oral argument and related services. He also handles workers’ compensation, personal injury and general litigation matter.


Mr. Siegel is the author of thirteen books, including and Changing Law Firms: Ethical Guidance for Pennsylvania Law Firms & Attorneys; he is the editor of Pennsylvania Fee Agreements. He also served as lead author of numerous ethical guidance opinions issued by the Pennsylvania Bar Association Ethics Committee.

Mr. Siegel can be reached at dan@danieljsiegel.com or by phone at (610) 446-3457.