IOLTA participating institutions serve a worthwhile cause.

WisTAF

Nationwide, over 5,500 financial institutions participate in IOLTA by maintaining IOLTA accounts. The legal profession values this worthwhile partnership with the banking community. In 2011, Wisconsin's Prime Partners and other IOLTA-participating institutions funded 15 agencies providing civil legal services to individuals and families in need.

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.

Please contact IOLTA Program Manager, Tehmina Islam at tislam@wistaf.org or 608-257-6845 for the latest compliance certification form and materials. 

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.

UPCOMING MEETINGS & EVENTS
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 2011, Farmers State 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. Farmers State 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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