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Handling Funds of Others: Rules for Managing your IOLTA Account (Virtual Event)

Topics:
  • Continuing Legal Education Program (CLE)
  • Nonprofit/Community Development

2021 PLAN Statewide Conference logo

During this CLE, offered as part of the 2021 Pennsylvania Legal Aid Network Statewide Training Conference, you will learn the ins and outs of managing your IOLTA account including what funds go into the IOLTA account, how to pay bank service charges, why the bank you pick is important, who can be signer, how to apply for an exemption and how to handle unclaimed and unidentifiable funds in your IOLTA account.

Presenter:

Stephanie Libhart
Executive Director, Pennsylvania IOLTA Board

More Information

  • CLE Credit Comments:

    1.5 PA Substantive Credit

    Attendance at this event is categorized as "distance learning" by the PA CLE Board. Effective January 1, 2021 through December 31, 2021 the CLE Board has adopted a temporary policy to recognize live online programming by accredited distance learning providers as live (non-capped) credit towards lawyers' CLE requirement.

    More information on distance learning CLE credit.
  • Contact:
    Pennsylvania Legal Aid Network, Inc.