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** Canceled ** Opening Interest-Bearing Non-IOLTA Accounts Made Easy

September 10, 2024 12:15 PM - 1:15 PM (PDT)

Description

Attorney John Conway will remind us about the CTAPP requirements to make sure you are in compliance and Lynn Falcon from Pinnacle Bank will walk you through the process to open a non-IOLTA (interest-bearing FBO) account when the parties are unable to agree on how their funds should be disbursed. 

Learn about required documents and what information is needed to make opening an account effortless. 


Speakers: 

John Conway of Law Office of John Conway 

Lynn Falcon - SVP and Regional Service Manager of Pinnacle Bank 


MCLE: 

1.0 hours General Substantive Credit

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Contact Information

Name: Stephanie Carman
Email: stephaniec@sccba.com
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