Financial institutions provide the substance of IOLTA.

WisTAF

 

Contingent on interest rates, IOLTA (Interest on Lawyers Trust Accounts) funds help sustain providers of invaluable legal services such as helping people combat discrimination, resolve disability claims, become independent from an abusive partner, and much more.

 

IOLTA annual compliance certification

Each IOLTA participating institution shall certify to WisTAF annually that the financial institution meets the requirements of Wisconsin Supreme Court Rule (SCR) 20:1.15 for IOLTA accounts, and that it reports overdrafts on draft trust accounts and draft fiduciary accounts of lawyers and law firms to the Office of Lawyer Regulation.

Please contact Office Manager, Tehmina Islam at tislam@wistaf.org or 608-257-6845 for the latest compliance certification form and materials. 

Financial institutions are required to respond to reasonable requests from WisTAF for information needed for confirming the accuracy of an IOLTA participating financial institution’s self-certification.

UPCOMING MEETINGS & EVENTS
WHAT'S NEW
WisTAF has begun accepting applications for 2019 Community Redevelopment Legal Assistance Grant Program
WisTAF has begun accepting applications for 2019 WisTAF Direct Legal Services Grant Program
Wisconsin Trust Account Foundation, Inc. Announces New Community Redevelopment Grant Funding Opportunity
Community Redevelopment Grant Program Description Now Available
Federal Open Market Committee (FOMC) raises the target range for the federal funds rate to 1-3/4 to 2 percent

More...

PRIME PARTNER SPOTLIGHT

A Prime Partner member of the Wisconsin IOLTA program since 2015, Citizens Community Federal strives to be the most admired community bank in the State of Wisconsin. Citizens Community Federal goes above and beyond IOLTA participation requirements by paying additional interest on its clients' IOLTA accounts - helping to expand access to civil legal services in Wisconsin.


Contact us
WisTAF
4600 American Parkway, Suite 104, Madison, WI 53718
Phone: 608.257.6845 or 877.749.5045 (toll-free)
Email: service@wistaf.org

Board & Staff
WisTAF
Board of Directors
WisTAF
Rebecca Murray, Executive Director
WisTAF
Tehmina Islam, Office Manager
WisTAF
Carlos Arenas, Program Manager
WisTAF

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