Financial institutions provide the substance of IOLTA.

WisTAF

 

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.

 

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.

UPCOMING MEETINGS & EVENTS
February 26, 2020
Executive Committee Teleconference
March 6, 2020
WisTAF Board Meeting
May 5, 2020
Grants & Evaluation Committee Meeting
June 10, 2020
WisTAF Board Meeting
August 28, 2020
Finance Committee Teleconference
September 8, 2020
Grants & Evaluation Committee Meeting
September 25, 2020
Executive Committee Teleconference
October 9, 2020
WisTAF Board Meeting
WHAT'S NEW
WisTAF Invests in Services and Projects to Help People Resolve Their Legal Problems
2020 Application & Reporting Deadlines Calendar Now Available!
WisTAF Announces $1,379,600 in Grants to Organizations Assisting Low-Income Wisconsinites with Critical Civil Legal Needs
Join our staff team! Now hiring a Communications & Development Manager.
WisTAF has posted materials for the 2019 Grantee Mid-Year reports

More...

PRIME PARTNER SPOTLIGHT

A Prime Partner member of the Wisconsin IOLTA program since 2012, Home Savings Bank strives to be the most admired community bank in the State of Wisconsin. Home Savings 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.


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

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