Topic: Attorney Trust Accounts (IOLTA)
-
WISTAF: Financial Institution IOLTA Account Manual (September 2010)
The Wisconsin Trust Account Foundation has prepared this manual to give financial institutions guidance on how to open and handle attorney trust accounts and remit dividends to the state.
-
WI Courts: Trust Account Manual (January 2011), 98 pp.
The OLR has created this Trust Account Manual for attorneys. It provides basic information for law offices on proper recordkeeping, including a transaction register, sample ledger pages, and guidelines on […]
-
WI Courts: OLR Trust Account home
Office of Lawyer Regulation provides various IOLTA resources at this site.
-
WI Courts: Agreement to Notify Office of Lawyer Regulation of Overdrafts on Lawyer Trust Accounts and Fiduciary Accounts (6/1/2010)
A lawyer opening an IOLTA account must require the credit union to sign this form, agreeing that whenever a check is presented against a lawyer’s trust account or fiduciary account […]
-
0176 Client Trust Accounts for Attorneys and Others
This release applies to all credit unions, state and federal. It explains rules for depository institutions that hold special trust accounts in which attorneys, real estate agents and collection agencies […]
-
Wis. Stats: 186 Credit Unions (state-chartered only) as regarding credit union powers
186.113(11) Credit union powers. (b) Offer deposit accounts…