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IOLTA
Rules and Regulations - PDF format
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These
regulations, contained at Title 204 Pa. Code Chapter 82, have been
promulgated by the Pa IOLTA Board and approved by the Supreme Court of
Pennsylvania.
They
are to be read and applied in connection with the Pennsylvania Rules of
Professional Conduct. Nothing in these regulations shall be construed to
relieve a lawyer of any provision of the Pennsylvania Rules of
Professional Conduct. Where these regulations contain directives
pertaining to the IOLTA program which are more specific than those set
forth in the Pa Rules of Professional Conduct the provisions of these
Regulations shall control.
Questions
and Answers
Preamble:
Statement of Purpose
Section
1: Definitions
Section
2: Scope
Section 3: Lawyers
Section 4: Fiduciary Funds
Section 5: Approved Depository
Institutions
Section 6: Exclusions and Exemptions for
IOLTA Participation
Section 7: Request for Reconsideration
Section 8: Annual Certification of
Compliance with Pa R.P.C. 1.15
Section 9: Service Charges on IOLTA
Accounts
Section 10: Violations
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