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Conduct & Discipline
... Interest on Lawyers Trust Accounts (IOLTA). California law requires attorneys who handle client funds to hold them in an interest-bearing bank account. In ...
https://www.calbar.ca.gov/Attorneys/Conduct-Discipline
Conduct & Discipline
(Law Corporation Rules)
... Interest on Lawyers Trust Accounts (IOLTA). California law requires attorneys who handle client funds to hold them in an interest-bearing bank account. In ...
https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Office-Management-Partnerships/Law-Corporations-Program
Legal Services Trust Fund Commission
... Trust Fund Commission is dedicated to closing the ... lawyers and nonlawyer public members who possess ... Interest on Lawyers' Trust Accounts (IOLTA) ...
https://www.calbar.ca.gov/About-Us/Who-We-Are/Committees/Legal-Services-Trust-Fund-Commission
Meeting Agenda
(Legal Services Trust Fund: Approval of Interest on Lawyers Trust Accounts (IOLTA) Distributions)
... Trust Fund: Approval of Interest on Lawyers Trust Accounts (IOLTA) Distributions. Updated 2017-2022 Strategic Plan Goals and Objectives: 4.a. 100 Reports of ...
https://board.calbar.ca.gov/Agenda.aspx?id=14807&tid=0&show=100018916&s=true
Meeting Agenda
(Interest on Lawyers Trust Accounts (IOLTA) Rules and Regulations and Proposed Rule of Court to Implement AB 1723 - Request to Release Proposed Revisions for Public Comment (Richard Odgers))
... Interest on Lawyers Trust Accounts (IOLTA) Rules and Regulations and Proposed Rule of Court to Implement AB 1723 - Request to Release Proposed Revisions for ...
https://board.calbar.ca.gov/Agenda.aspx?id=10041&tid=0&show=100000603
Meeting Agenda
(Comparable Rates on Interest on Lawyers Trust Accounts - request to petition the Court to rescind Supreme Court Order pursuant to statutes 1981, chapter 789; request for interim Order to implement AB 1723.)
... Interest on Lawyers Trust Accounts - request to petition the Court to rescind Supreme Court Order pursuant to statutes 1981, chapter 789; request for ...
https://board.calbar.ca.gov/Agenda.aspx?id=10031&tid=0&show=100000434&s=true
Meeting Agenda
(Legal Services Trust Fund: Approval of Interest On Lawyers Trust Accounts (IOLTA) Distributions [JUL 54-133] (Choy) (5 mins.))
... Trust Fund: Approval of Interest On Lawyers Trust Accounts (IOLTA) Distributions [JUL 54-133] (Choy) (5 mins.) ADJOURN. In compliance with the Americans with ...
https://board.calbar.ca.gov/Agenda.aspx?id=14806&tid=0&show=100018856
Meeting Agenda
(Interest on Lawyers Trust Accounts (IOLTA), Proposed Rule of Court and/or Legislative Amendment to IOLTA statute—proposed approval following public comment period)
... Interest on Lawyers Trust Accounts (IOLTA), Proposed Rule of Court and/or Legislative Amendment to IOLTA statute—proposed approval following public comment ...
https://board.calbar.ca.gov/Agenda.aspx?id=10172&tid=0&show=100001759&s=true
Interest Rates on IOLTA Accounts
(Interest Rates)
Interest Rates on IOLTA Accounts. There are more than 160 California banks that offer Interest on Lawyers' Trust Accounts (IOLTA). Ask your bank what the ...
https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Client-Trust-Accounting-IOLTA/Interest-Rates
Meeting Agenda
(Interest on Lawyers Trust Accounts (IOLTA) Proposed Rule of Court and/or Legislative Amendment to IOLTA Statues - Return Following Public Comment on Proposed Rule of Court (JAN 112))
... Interest on Lawyers Trust Accounts (IOLTA) Proposed Rule of Court and/or Legislative Amendment to IOLTA Statues - Return Following Public Comment on ...
https://board.calbar.ca.gov/Agenda.aspx?id=10173&tid=0&show=100001767
IOLTA Guidelines for Attorneys
... interest-bearing bank accounts labeled as a ... Lawyers' Trust Accounts) on which the ... Trust Accounts; FAQs about IOLTA; Eligible Financial Institutions.
https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Client-Trust-Accounting-IOLTA/IOLTA-Guidelines-for-Attorneys
Meeting Agenda
(Comparable Rates on Interest on Lawyers Trust Accounts - Request to Petition the Court to Rescind Supreme Court Order pursuant to Statutes 1981, Chapter 789, Request for Interim Order to Implement AB 1723 (NOVEMBER 164) (Richard Odgers)**)
... Interest on Lawyers Trust Accounts (IOLTA) Rules and Regulations and Proposed Rule of Court to Implement AB 1723 - Request to Release Proposed Revisions for ...
https://board.calbar.ca.gov/Agenda.aspx?id=10041&tid=0&show=100000602
Frequently Asked Questions: IOLTA
( What is IOLTA?)
Frequently Asked Questions: IOLTA. What is IOLTA? IOLTA stands for "Interest on Lawyers' Trust Accounts." Rule 1.15 of the Rules of Professional Conduct ...
https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Client-Trust-Accounting-IOLTA/IOLTA-FAQ?QuestionID=85&AFMID=1989
Client Trust Accounts and IOLTA
(Client Trust Accounting & IOLTA)
... attorney can hold the client's funds in an individual account, known as a Client Trust Account (CTA), and the interest earned will go to the client. Any lawyer ...
https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Client-Trust-Accounting-IOLTA
Client Trust Accounts and IOLTA
(Title 2, Division 5, Rule 2.110(A))
... attorney can hold the client's funds in an individual account, known as a Client Trust Account (CTA), and the interest earned will go to the client. Any lawyer ...
https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Client-Trust-Accounting-IOLTA/attorneys=
[PDF]
CTAPP FAQ
(Client Trust Account Protection Program: Frequently Asked Questions)
TROUBLESHOOTING YOUR CLIENT TRUST ACCOUNTING ... Interest on Lawyers Trust Account where you hold ... accounts. Client Trust Account Protection Program ...
https://www.calbar.ca.gov/Portals/0/documents/ctapp/CTAPP-FAQ.pdf
Author: The State Bar of California
Created: 6/9/2025
Modified: 6/9/2025
Meeting Agenda
(Approval of Interest on Lawyers' Trust Accounts (IOLTA) Grant Distribution for 2022 (Nguyen))
... Interest on Lawyers' Trust Accounts (IOLTA) Grant Distribution for 2022 (Nguyen). 705, State Bar Metrics Report (Chavez/Hershkowitz). 706, Approval of Spend ...
https://board.calbar.ca.gov/Agenda.aspx?id=16294&tid=0&show=100030119&s=true
Meeting Agenda
(Approval of Interest on Lawyers’ Trust Accounts (IOLTA) Grant Distribution for 2020 [July 131] (Hong/Chair) (20 mins.))
... Interest on Lawyers' Trust Accounts (IOLTA) Grant Distribution for 2020 [July 131] (Hong/Chair) (20 mins.) C. Review of Metrics for Offices Within Programs ...
https://board.calbar.ca.gov/Agenda.aspx?id=15290&tid=0&show=100022435
Meeting Agenda
(Approval of Interest on Lawyers' Trust Accounts (IOLTA) Grant Distribution for 2020 (Stallings))
... Interest on Lawyers' Trust Accounts (IOLTA) Grant Distribution for 2020 (Stallings). Updated 2017-2022 Strategic Plan Rev. 2: 4.a. 140 Finance and Planning ...
https://board.calbar.ca.gov/Agenda.aspx?id=15289&tid=0&show=100022471&s=true
[PDF]
Notice to Financial Institution to Establish an IOLTA Account
... trust, to establish an unsegregated trust account ... interest-bearing accounts. This obligation is ... Lawyers' Trust Accounts (IOLTA) program ...
https://www.calbar.ca.gov/Portals/0/documents/iolta/Notice-to-Financial-Institution-to-Establish-IOLTA-Account.pdf
Author: The State Bar of California
Created: 7/20/2020
Modified: 7/25/2025
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