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About the Kentucky IOLTA Fund

The Kentucky IOLTA Fund was established in 1986 by the Kentucky Supreme Court through SCR 3.830. The program uses the advantage of pooling client trust funds to generate interest in excess of service fees and administrative costs. Attorneys in the program deposit small or short-term trust funds into interest-bearing accounts with the interest being paid directly to the IOLTA Fund. Client funds remain under the control of the attorney who continues to maintain his or her trust account. Interest paid is not included in either the attorney's or the client's gross income.


The interest received by the IOLTA Fund is disbursed in the form of grants for legal aid to the poor, local pro bono programs, and other projects that improve the administration of justice in Kentucky as may be specifically approved by the Kentucky Supreme Court from time to time.  The Kentucky IOLTA Fund has awarded over $17 million in grants since 1988. 


Frequently Asked Questions about IOLTA

For additional information about the Kentucky IOLTA Fund, including answers to frequently asked questions, click here.  The Client Trust Account Handbook also provides helpful resources.



Annual Compliance Certification

(This information should be completed on an individual basis by September 1 each year.)

SCR 3.830(13) governs IOLTA and requires every lawyer admitted in Kentucky to certify their compliance with or exemption from the provisions of the rule on or before September 1 each year.  Attorneys are reminded of this annual requirement on their KBA dues statement, and certification is submitted by completing this short online form through the KBA’s secure website.  Exemptions are allowed only for those attorneys who fall within the specific categories enumerated in SCR 3.830(14).  If your IOLTA account is located in another state, for example, then you are exempt and would indicate that on the form.


Starting in 2020, the IOLTA Certification questions to be completed on the member profile page.


New Account Enrollment Form

(This form is for NEW accounts only and is not the form referenced on the KBA dues statement.)

Unless they qualify for an exemption under SCR 3.830(14), all attorneys are required to enroll any NEW client trust accounts in IOLTA.  The process only takes a short time, and it only has to be completed once for each account.  Once the New Account Enrollment Form is submitted to IOLTA by the attorney, IOLTA then contacts the bank to complete the process.  The attorney may use the account immediately and no further notification is provided by IOLTA.  No further action by the attorney is required unless and until something changes with the account. 


IOLTA Board of Trustees




 Chair Secretary/Treasurer   
 Robert W. Kellerman Brittany N. Riley



District 1 District 2 District 3 

L. Miller Grumley


Rebecca A. Simpson

Bowling Green

Brittany N. Riley
District 4
District 5
District 6
Benjamin W. Carter
Robert W. Kellerman 

Elizabeth G. Weber

Crestview Hills

District 7
Kentucky Supreme Court
Kentucky Bankers Association 
Rhonda M. Copley
Justice Lisabeth T. Hughes
Luther Deaton, Jr.
Kentucky Bar Association
Kentucky Bar Foundation

J. Stephen Smith

Fort Mitchell

James A. Sigler




Contact the IOLTA staff with any questions.


Kentucky IOLTA Fund
Kentucky Bar Center
514 W. Main Street
Frankfort, KY 40601-1812
(800) 874-6582 or (502) 564-3795

Executive Director

Guion L. Johnstone


Program Manager

Gwen Smallenburg



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