Wisconsin attorneys' banking relationships matter.

WisTAF

 

The simplest way to support IOLTA’s mission is to maintain your IOLTA account at a Prime Partner financial institution, which pays interest rates that are at least 0.50% higher than required under the Wisconsin Supreme Court’s IOLTA interest rate comparability requirement. The additional interest results in more funding for civil legal aid in communities throughout Wisconsin.

 

 

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
June 14, 2023
WisTAF Board Meeting
June 23, 2023
Racial Justice Workgroup meeting
August 18, 2023
Racial Justice Workgroup meeting
August 23, 2023
Finance Committee Meeting
September 12, 2023
Grants & Evaluation Committee Meeting
September 27, 2023
Executive Committee Teleconference
September 29, 2023
Racial Justice Workgroup meeting
October 11, 2023
WisTAF Board Meeting
November 17, 2023
Racial Justice Workgroup meeting
WHAT'S NEW
Does FDIC protect IOLTA funds?
WisTAF is accepting applications for domestic violence/sexual abuse civil legal services funding through March 17th
WisTAF announces $7.4 million in COVID-related grant awards
WisTAF disburses legal assistance for Afghan evacuees
WisTAF awards $450,000 in Domestic Violence and Sexual Abuse Legal Assistance Grants

More...

PRIME PARTNER SPOTLIGHT

One of our newest Prime Partners, Farmers & Merchants Bank (Berlin) 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. Farmers & Merchants Bank'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, Assistant Executive Director
WisTAF
Benson Gardner, Communications and Development Manager
WisTAF
Jeff Brown, Grants Program Manager
WisTAF

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