Every weekday, host Kai Ryssdal helps you make sense of the day’s business and economic news — no econ degree or finance background required. “Marketplace” takes you beyond the numbers, bringing you context. Our team of reporters all over the world speak with CEOs, policymakers and regular people just trying to get by.
…
continue reading
Content provided by Megan Zavieh and Megan Zavieh: Ethics Attorney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Megan Zavieh and Megan Zavieh: Ethics Attorney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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IOLTA Accounts: Best Practices and Chief Discipline Concerns [LGE 048]
Manage episode 227208758 series 2098930
Content provided by Megan Zavieh and Megan Zavieh: Ethics Attorney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Megan Zavieh and Megan Zavieh: Ethics Attorney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On today’s episode, we will discuss Trust Accounts, Interest on Lawyers Trust Accounts (IOLTA). We are is finding there are a lot of questions about IOLTAs, and that there are many attorneys that could benefit from best practices for them. Join us today as we discover what you should know about IOLTA’s and some safeguards to help deal with the banking industry.
Show Highlights:
- What an IOLTA is and a distinction on them
- Best practices for IOLTA’s:
-
- 1. First off read your rules for all states you are practicing
- 2. Make sure you are the only signatory on your trust account
- 3. Make sure you are reconciling your trust account monthly
- 4. Keep the records that your bar wants you to keep
- 5. Your trust account should be at a different bank than the rest of your accounts
- 6. Make sure you are withdrawing regularly
- Misappropriation and what it means with your trust account
- Commingling and what it means with your trust account
- Violations with trust accounts and consequences
- Start with your bar for resources if you are feeling overwhelmed
IOLTA Rules for California Click here
Here's the article I mentioned in the show.
Here's a video that is on point on this topic as well:
https://www.youtube.com/watch?v=VY6cn_51yek
Thank you for listening!
Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday.
If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend.
Be sure to connect with me and reach out with any questions/concerns:
Email me at megan[at]zaviehlaw[dot]com
This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.
134 episodes
Share
Manage episode 227208758 series 2098930
Content provided by Megan Zavieh and Megan Zavieh: Ethics Attorney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Megan Zavieh and Megan Zavieh: Ethics Attorney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On today’s episode, we will discuss Trust Accounts, Interest on Lawyers Trust Accounts (IOLTA). We are is finding there are a lot of questions about IOLTAs, and that there are many attorneys that could benefit from best practices for them. Join us today as we discover what you should know about IOLTA’s and some safeguards to help deal with the banking industry.
Show Highlights:
- What an IOLTA is and a distinction on them
- Best practices for IOLTA’s:
-
- 1. First off read your rules for all states you are practicing
- 2. Make sure you are the only signatory on your trust account
- 3. Make sure you are reconciling your trust account monthly
- 4. Keep the records that your bar wants you to keep
- 5. Your trust account should be at a different bank than the rest of your accounts
- 6. Make sure you are withdrawing regularly
- Misappropriation and what it means with your trust account
- Commingling and what it means with your trust account
- Violations with trust accounts and consequences
- Start with your bar for resources if you are feeling overwhelmed
IOLTA Rules for California Click here
Here's the article I mentioned in the show.
Here's a video that is on point on this topic as well:
https://www.youtube.com/watch?v=VY6cn_51yek
Thank you for listening!
Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday.
If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, and Tunein and be sure to share this podcast with a friend.
Be sure to connect with me and reach out with any questions/concerns:
Email me at megan[at]zaviehlaw[dot]com
This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.
134 episodes
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Similar to Lawyers Gone Ethical
Every weekday, host Kai Ryssdal helps you make sense of the day’s business and economic news — no econ degree or finance background required. “Marketplace” takes you beyond the numbers, bringing you context. Our team of reporters all over the world speak with CEOs, policymakers and regular people just trying to get by.
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
Each weekday, Marketplace’s Kai Ryssdal and Kimberly Adams make today make sense. Along with our supersmart listeners, we break down happenings in tech, the economy and culture. Every Tuesday we bring on a guest to dive deeper into one important topic. Because none of us is as smart as all of us.
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
…
continue reading
Is it best that our food is Local and Organic or Big and Conventional? Our view is “Both, and..” We don’t come to the table with a bias, except that good farming like good food comes in all shapes and sizes. Farm to Table Talk explores issues and the growing interest in the story of how and where the food on our tables is produced, processed and marketed. The host, Rodger Wasson is a food and agriculture veteran. Although he was the first of his family to leave the grain and livestock farm a ...
…
continue reading
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