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.

Follow the link here to access the 2017 IOLTA Compliance Certification form online. A log in and password is required. For more information on how to create a user name and password, please contact Tehmina Islam at tislam@wistaf.org. 

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.

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WisTAF 2016 Direct Legal Service Grantee Annual Report Materials Now Available

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PRIME PARTNER SPOTLIGHT

A Prime Partner member of the Wisconsin IOLTA program since 2010, Mound City Bank strives to be the most admired community bank in the State of Wisconsin. Mound City Bank 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
825 Williamson Street, Suite A, Madison, WI 53703
Phone: 608.257.6845 or 877.749.5045 (toll-free)
Fax: 608.257.2684
Email: service@wistaf.org

Board & Staff
WisTAF
Board of Directors
WisTAF
De Ette Tomlinson, Executive Director
WisTAF
Rebecca Murray, Program Manager
WisTAF
Tehmina Islam, Program Assistant

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