Financial institutions provide the substance of IOLTA. |  |
Contingent on interest rates, IOLTA (Interest on Lawyers Trust Accounts) funds help sustain providers of invaluable legal services such as helping people combat discrimination, resolve disability claims, become independent from an abusive partner, and much more.
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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 Office 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.
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| | D O N A T E | | | UPCOMING MEETINGS & EVENTS | | | WHAT'S NEW | More... | | PRIME PARTNER SPOTLIGHT |
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As a Prime Partner since 2010, State Bank Financial 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. State Bank Financial's participation reflects an admirable commitment to justice for all in Wisconsin.
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