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On Demand
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Essentials and Plus
Navigating Client Trust Accounts in a Challenging Banking Climate
What You'll Learn AI-Generated
- 1 FDIC insurance coverage applies as $250,000 per client beneficiary in fiduciary trust accounts
- 2 When client funds must be kept separate in an IOLTA under Rule 1.15
- 3 Sweep programs qualify for IOLTA only if government‑collateralized and funds are immediately withdrawable
- 4 Balancing FDIC coverage versus client liquidity needs when selecting banks using a reasonably prudent standard
"Practical, actionable guidance on managing client trust accounts and assessing bank risks, including FDIC and insurance considerations."
Based on transcript analysis and 47 reviews
Overview
Beginner
This course includes:
- 1.1 hours on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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