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Self-Paced Online

IOLTA Accounts: Benefits and Best Practices

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Date Published

April 6, 2021


Bucks County Bar Association




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The course will provide information about the Pennsylvania IOLTA Board, how the revenue received by the IOLTA Board is used and exemptions and exclusions for IOLTA accounts. The course will also discuss the requirements and best practices for handling client funds.

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Stephanie S. Libhart
Executive Director - Pennsylvania IOLTA Board

Stephanie S. Libhart holds a Master’s degree in the Study of Law (M.S.L.), with magna cum laude distinction, from the... Read More

Kathryn Peifer Morgan
Executive Director/Counsel - Pa Lawyers Fund for Client Security

Kathryn Peifer Morgan, Esquire, is the Executive Director and Counsel for the PennsylvaniaLawyers Fund for Client Security,... Read More

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Program Titles and Supporting Materials

This program contains the following components:

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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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SeminarWeb and Bucks County Bar Association programs are non-refundable.

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