Case Study

IOLTA Trust Old Refunds Procedure

04 October 2024

The following is a summary of the IOLTA Trust procedure for handling Unidentified and Unclaimed client funds.  A good example of this is the receipt of a Clerk of Court refund where the client cannot be found or will not accept or cash your refund to the client. The Office of Disciplinary Counsel (ODC) has…

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Ethics: Importance of Proper Trust Account Records

16 July 2024
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Improving Your Firm Results

16 July 2024
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