What You Need to Know about IOLTA CLE (EDU191210)

December 10, 2019

1:00 PM to 3:00 PM

Bethel Public Library

189 Greenwood Ave, Bethel, Connecticut, United States

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About the Program

This seminar will provide an overview of what lawyers need to know about IOLTA (Interest on Lawyer’s Trust Account) and handling client funds.

You Will Learn

  • An overview of Rule 1.15 of the Rules of Professional Conduct and its interplay with other provisions of the rules
  • How to comply with random audits, overdraft notifications, and Statewide Grievance Committee investigations
  • Accounting concepts
  • Risk management strategies

Who Should Attend

Attorneys in charge of IOLTA, associate attorneys, and legal staff


(Includes electronic materials*)
Exclusively for CBA Members


Desi_Imetovski Marcy Stovall
Desi Imetovski
Former Assistant Chief Disciplinary Counsel
Marcy T. Stovall
Pullman & Comley LLC

CLE Credit

CT: 2.0 CLE Credits (Ethics)

*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. 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.


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