Helping lawyers & LLLTs with IOLTA Compliance, Audits, Education, and Overdraft Representation
Get help responding to an overdraft.
Don't inadvertently self-incriminate.
As a former Washington State Bar Association IOLTA auditor, I know the rules and what the Bar expects regarding your IOLTA account.
As a practicing attorney, I understand the difficulty in keeping current with IOLTA requirements.
Buying or selling a law practice?
Ensure the IOLTA is fully funded and compliant.
Experienced speaker for your CLE event.
Train staff and associates on IOLTA compliance.
Respond to IOLTA trust account overdrafts
Identify and correct IOLTA problems
IOLTA set up and initial education
Reconstruction of IOLTA records
IOLTA compliance reviews
IOLTA education and CLE presentations