Wisconsin attorneys' banking relationships matter. |  |
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.
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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).
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| | D O N A T E |  | | UPCOMING MEETINGS & EVENTS | February 24, 2023
Executive Committee Teleconference
| March 10, 2023
WisTAF Board Meeting
| April 28, 2023
Racial Justice Workgroup Meeting
| May 9, 2023
Grants & Evaluation Committee Meeting
| May 31, 2023
Executive Committee Teleconference
| 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
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| | WHAT'S NEW | More... | | PRIME PARTNER SPOTLIGHT |
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A Prime Partner since 2021, CIBC 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. CIBC's participation reflects an admirable commitment to justice for all in Wisconsin.
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