WisTAF

OUR MISSION

The Wisconsin Trust Account Foundation works with civil legal aid organizations in Wisconsin to increase access to justice. We oversee funds and invest in services and projects to help people resolve legal problems.

Overdraft agreement

In order to comply with SCR 20:1.15(h) the Overdraft Notification Rule, a new Overdraft Notification Agreement should be completed and filed with the OLR and the financial/investment institution whenever a new trust or fiduciary account is established.

Existing accounts that are already covered by an Agreement need not be updated; however, if an existing trust or fiduciary account is not already subject to an Overdraft Notification Agreement, an Agreement must be filed immediately.

After completing Overdraft Notification Agreement with your financial institution representative, make two copies. Save one for your files. Forward the second copy, along with a voided, pre-printed IOLTA check or credit card trust account check to the Office of Lawyer Regulation (OLR) at: Trust Account Program, 110 East Main St., Suite 315, Madison, WI 53703-3383. Direct questions on the Overdraft Notification Agreement to the OLR to (877) 315-6941 (Ext. 2).

UPCOMING MEETINGS & EVENTS
August 28, 2020
Finance Committee Teleconference
September 8, 2020
Grants & Evaluation Committee Meeting
September 25, 2020
Executive Committee Teleconference
October 9, 2020
WisTAF Board Meeting
WHAT'S NEW
WisTAF has posted materials for the 2021 Direct Legal Services and Pandemic Response Grant Application
WisTAF has posted materials for the 2019-20 DVSA Annual Report
WisTAF welcomes Bank of Sun Prairie as “Prime Partner” in supporting justice for all
Now Available: WisTAF’s 2020-21 Domestic Violence & Sexual Abuse Legal Services State Appropriation Grant Application Materials
WisTAF Invests in Services and Projects to Help People Resolve Their Legal Problems

More...

PRIME PARTNER SPOTLIGHT

As a Prime Partner since 2010, Bank Five Nine 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. Bank Five Nine's participation reflects an admirable commitment to justice for all 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, IOLTA Program/Office Manager
WisTAF
Carlos Arenas, Program Manager
WisTAF
Benson Gardner, Communications and Development Manager
WisTAF

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