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
August 24, 2022
Finance Committee Meeting
September 13, 2022
Grants & Evaluation Committee Meeting
September 30, 2022
Executive Committee Meeting
October 14, 2022
WisTAF Board Meeting
WHAT'S NEW
WisTAF Publishes 2021 Annual Report
Urgent deadline for Afghan Immigration-Related Legal Assistance grants
WisTAF awards $3.3 million in Civil Legal Aid grants

More...

PRIME PARTNER SPOTLIGHT

A Prime Partner since 2010, Forte 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. Forte 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, IOLTA Program/Office Manager
WisTAF
Carlos Arenas, Program Manager
WisTAF
Benson Gardner, Communications and Development Manager
WisTAF

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