Managing Your IOLTA: What You Don’t Know and What to Do about It CLE (EDU190226)

February 26, 2019

12:00 PM to 2:00 PM

CBA Law Center

30 Bank St New Britain, Connecticut United States

Presented by the Connecticut Bar Institute

About the Program

This two-hour program will provide in-depth coverage of Rule 1.15 and the basics of IOLTA management including accounting, recordkeeping, and three-point reconciliations.  

You Will Learn

  • The nuances of Rule 1.15
  • IOLTA basics
  • Recordkeeping
  • Three-point reconciliations – what they are and why they’re crucial
  • Common problems and practical steps to avoid them
  • Tips for safeguarding funds from frauds and embezzlement

Who Should Attend

Any person with signatory authority on a trust account should attend this program.


(Includes a light lunch, electronic materials*, and parking in the public garage at 35 Bank St)
Member $75
Non-member $150
Student Member $15


brendon levesque michael taylor
Brendon P. Levesque
Horton Dowd Bartschi & Levesque PC
Michael S. Taylor
Horton Dowd Bartschi & Levesque PC

CLE Credit

CT: 2.0 CLE Credits (Ethics)
NY: 2.0 CLE Credits (Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided unless purchased separately. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.

Find Out More


Member Service Center
Phone: (844)469-2221