Trust Accounting

Billing for Professional Fees, Disbursements and Other Expenses, ABA Formal Ethics Opinion 93-379

Chapter 5, Trust Accounting, The Rules Regulating The Florida Bar

5-1.1 Trust Accounts

5-1.2 Trust Accounting Records and Procedures

FDIC currently insures each client with money held in an IOTA trust account up to a maximum of $250,000 per insured institution, through December 31, 2013. If your bank participates in the extension of the Transaction Account Guarantee (TAG) component of the Temporary Liquidity Guarantee Program, coverage is unlimited through December 31, 2010. Insured Banks can opt out, so you must check with your bank to determine whether they participate in TAG or not.

Notice to Bar Foundation Form

Notice to Eligible Institution Form

Sample Trust Account Bank Notification Letter

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