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May 1 - IOLTA 101: Ethically Handling Your Trust Account to Avoid Disciplinary Concerns

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IOLTA 101: Ethically Handling Your Trust Account to Avoid Disciplinary

Wednesday May 1, 2024
Time: 11 a.m. - Noon
Credits: 1.0 EP
This course does NOT fulfill the requirement of Rule 17-204 NMRA to once every three years attend a CLE course on the topic of client trust account procedures and maintenance, unless the course is specifically approved by the New Mexico Disciplinary Board as required by Paragraph C of Rule 17-204 NMRA.

IOLTA account mismanagement is one of the most common reasons attorneys find themselves in disciplinary hot water. In most cases, the attorney has never been trained how to handle a trust account, or what the best practices are for handling one. In this program, attendees will learn about the relevant Rules of Professional Conduct, and how they can use best practices to account for all client and other funds in their IOLTA account.

Daniel J. Siegel, Esq
Daniel J. Siegel is a seasoned attorney and entrepreneur with 30+ years of experience. Dan is the owner of the Law Offices of Daniel J. Siegel, LLC, a workers’ compensation and personal injury firm, which has assured or increased the benefits of more injured workers than any other law firm in Pennsylvania. Dan has been widely recognized for this work, including being named a Pennsylvania Super Lawyer for Workers’ Compensation for 10+ years, a Philadelphia Inquirer Influencer of Law for Personal Injury and a Philadelphia Business Journal Best of the Bar Honoree for Plaintiff Personal Injury.

Originally Recorded: March 31, 2021

Important Information & Login Instructions:
  • This is not eligible as part of the 2024 Annual Pass.
  • Minimum attendance requirements must be met. No partial credit available.
  • Registration closes the day before the program; registration and payment must be received prior to 10 a.m. MT the day before the event.
  • About a day before the webinar, you will receive an email from with instructions to join. Please contact us prior to the program if you do not receive this email/link.
This program is available online only through a desktop, laptop, iPad or mobile device with Internet capabilities. It is considered a live program and attendees will receive live CLE credit after attending.