IOLTA & Client Trust Accounts – Key Issues & Best Practices

Friday, March 24, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hour

Meet the Speakers

Natalie Do

Board member of Beverly Hills Bar Foundation

Senior Vice President, Commercial Banking

Western Alliance Bank, Torrey Pines Bank division

Jane Lowe

Senior Counsel

Deposit and Banking Operations

Western Alliance Bank

Connie Day

Senior Counsel

Deposit and Banking Operations

Western Alliance Bank

About the Program

A thoughtful presentation on the importance of IOLTA and Client Trust accounts, what we need to understand operationally and legally. Relevant and key issues we need to know about CA ethics and governance rules. The difference between an IOLTA and Client Trust Account. Best practices to enhance your firm/business.

Torrey Pines Bank, the Southern California division of Western Alliance Bank, Member FDIC, delivers relationship banking that puts clients at the center of everything. Founded in 2003, Torrey Pines Bank offers a full spectrum of tailored business banking solutions and outstanding service, with offices throughout San Diego, Los Angeles and Orange County. Torrey Pines Bank is part of Western Alliance Bancorporation, which has more than $65 billion in assets and ranked #1 among top-performing large banks in 2021 by both American Banker and Bank Director. As a regional bank with significant national capabilities, Torrey Pines Bank delivers the reach, resources and local market expertise that make a difference for customers.

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.