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IOLTA 101: Ethically Handling Your Trust Account to Avoid Disciplinary Concerns

Total Credits: 1 including 1 Ethics

Average Rating:
Credit Type:
Legal Ethics
Daniel J. Siegel, Esq.
Course Levels:



IOLTA account mismanagement is one of the most common reasons attorneys find themselves in disciplinary hot water. In most cases, the attorney has never been trained how to handle a trust account, or what the best practices are for handling one. In this program, attendees will learn about the relevant Rules of Professional Conduct, and how they can use best practices to account for all client and other funds in their IOLTA account.



Daniel J. Siegel, Esq.'s Profile

Daniel J. Siegel, Esq. Related Seminars and Products

Daniel J. Siegel is a seasoned attorney and entrepreneur with 30+ years of experience. Dan is the owner of the Law Offices of Daniel J. Siegel, LLC, a workers’ compensation and personal injury firm, which has assured or increased the benefits of more injured workers than any other law firm in Pennsylvania. Dan has been widely recognized for this work, including being named a Pennsylvania Super Lawyer for Workers’ Compensation for 10+ years, a Philadelphia Inquirer Influencer of Law for Personal Injury and a Philadelphia Business Journal Best of the Bar Honoree for Plaintiff Personal Injury.


In addition, Dan represents individuals and families in Social Security Disability/SSI and medical malpractice claims and counsels clients on estate planning and real estate transactions. As Chair of the Pennsylvania Bar Association Committee on Legal Ethics & Professional Responsibility, Dan also provides ethics and disciplinary guidance as well as trial and appellate court writing to fellow attorneys. 


Dan is also the owner of Integrated Technology Services, LLC, a technology consulting firm for attorneys and small businesses that combines his passion for technology and the law. Given this expertise, Dan is a frequent author and nationally recognized speaker on legal ethics, social media, law firm technology, law practice management and mobile computing for lawyers. Dan wrote or co-wrote several books for the ABA Law Practice Division including “How to Do More in Less Time,” “The Ultimate Guide to Adobe Acrobat DC,” “The Ultimate Guide to LexisNexis CaseMap” and “Checklists for Lawyers,” among others.



Overall:      4.9

Total Reviews: 28


Dawson O - Spokane, Washington

"IOLTA reconcilliation "

Andi L - St. Louis, Missouri

"Easy ways to track funds in the accounts."

Bonnie M - Rossville, Kansas

"the examples of client ledgers were very helpful"

Lynn Weddle J - Kansas City, Missouri

"Re-formatting for client reconciliation ledgers."

William T - KANSAS CITY, Missouri

"Do a more detailed accounting to more clearly separate each client's retainer funds."

Emory R - Arundel, Maine


Charles K - Portland, Maine

"Be diligent about monitoring my IOLTA account."

Steve I - Council Grove, Kansas

"Monthly reconciliation."

Seth C - RUMFORD, Maine

"reconcile iolta monthly"

Terry C - Meade, Kansas

"Save records indefinitely"