IOLTA participating institutions serve a worthwhile cause. |  |
Prime Partners contribute to the well-being of their communities through their support for civil legal aid.
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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 see the link here for the 2023 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 | 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 |
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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