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IOLTA 101: What Massachusetts Lawyers Need to Know [Webinar]

This article is for informational purposes only. It is not intended to be used in place of professional advice, treatment, or care in any way. Lawyers, law students, judges, and other legal professionals in Massachusetts can find more on scheduling a Free & Confidential appointment with a licensed clinician here.

Join us to get key info on the Massachusetts IOLTA program from Jenna Miara with this 28-minute installment of Webinars for Busy Lawyers.

 

Find out how the Massachusetts IOLTA program works, where the money goes, and how lawyers in Massachusetts can support access to justice by supporting the IOLTA Committee.

Also learn the answers to many common client trust account questions, including:

  • Do I need an IOLTA account?
  • What funds go into an IOLTA account?
  • What should I do if there are funds in my IOLTA account that I cannot return to a client?

Over 30 minutes of Q&A from the live program are included in the recording.

DOWNLOAD SLIDES HERE.

 

ABOUT THE EXPERT

Jenna Miara is Executive Director of the Massachusetts IOLTA Committee. Before joining the IOLTA Committee in 2021, Jenna lived in Chicago and Los Angeles. She clerked for a federal district court judge, worked at two legal aid organizations, and practiced primarily civil rights and employment law at two small firms. She received her J.D. with distinction from Stanford Law School and her B.A. in History from Columbia College of Columbia University. Jenna grew up in Newton and now lives there with her husband and two children.

 

RELATED RESOURCES

IOLTA Committee: 617-723-9093; questions@maiolta.org.

Client Funds Manual 

OBC IOLTA Training Slides

IOLTA Website

OBC IOLTA Resources Page

Carefully Scrutinize Trust Accounting Claims – Legal Tech from the Trenches

 

   Free & Confidential Consultations:

Lawyers, law students, and judges in Massachusetts can discuss concerns with a licensed therapist, law practice advisor, or both. Find more on scheduling here.

CATEGORIES: Ethics | Law Office Finance | Webinars for Busy Lawyers
TAGS: accounting | iolta | Law Practice Startup

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