Financial Institutions Banking Compliance | The State Bar of California

Financial Institutions Banking Compliance | The State Bar of California
Financial Institutions Banking Compliance
Client trust account services
California Rules of Professional Conduct, rule 1.15
requires that attorneys who handle money belonging to their clients, including settlement checks, fees advanced for services not yet performed, or money to pay court fees, deposit the funds in one or more clearly identifiable trust accounts.
Interest on Lawyers’ Trust Accounts (IOLTA)
If client funds are nominal in amount or will be on deposit for a short period of time and are not capable of earning income for the client in excess of the costs of securing such income, then the funds are pooled into a single account with similar funds of other clients. These pooled accounts are IOLTAs. The interest generated by the IOLTAs is collected by the
Legal Services Trust Fund Program
and distributed to about 100 nonprofit legal aid organizations that provide civil legal aid to those unable to afford it. The financial institution will open the account with the State Bar’s tax ID number and send the interest or dividends to the State Bar.
Non-IOLTA trust accounts
Client funds that can earn revenue for the client in excess of the costs to hold those accounts must be deposited into a non-IOLTA trust account such that all interest accrues for the benefit of the client. The client’s taxpayer identification would be documented when opening the trust account and any interest will accrue to the client.
New reporting obligations for financial institutions
Effective January 1, 2026, new requirements under
Business and Professions Code section 6091.3
apply to financial institutions offering client trust accounts (IOLTAs and non-IOLTAs) in California to California-licensed attorneys.
Collecting and reporting designated licensees’ State Bar numbers
Starting January 1, 2026, financial institutions, including banks and credit unions, holding California client trust accounts associated with California attorneys must begin collecting and maintaining attorneys’ State Bar license numbers of licensees associated with the trust accounts.
California attorneys are required, starting January 1, 2026, to provide to the financial institution the State Bar’s
Notice to Financial Institutions to Establish a Trust Account and Provide Designated Licensee Name and State Bar Number
for all new trust accounts. For existing trust accounts, California attorneys are required to provide the Notice to Financial Institutions form between January 1, 2026, and July 1, 2026, identifying the designated licensee name and State Bar number for each client trust account.
These collected State Bar numbers are required to become part of the financial institutions’ trust account record and will be reported to the State Bar in the annual client trust account report.
Attorneys and firms will also have an ongoing responsibility to update the designated licensee information within 30 days of a designated licensee becoming inactive with the State Bar, becoming ineligible to practice law, or ceasing to be employed by or in practice with a firm.
Attorneys must submit the completed form to the financial institution in compliance with the Code of Civil Procedure section 684.115.
Annual client trust accounts report
Between January 1, 2026, and March 1, 2026, and annually thereafter, financial institutions must electronically report to the State Bar the following information for each attorney trust account (IOLTAs and non-IOLTAs):
The name of the financial institution
The name of the attorney or law firm associated with the account
The account number
The attorney’s State Bar license number
The trust account balance as of December 31 of the prior year
Other reporting obligations for financial institutions
The Legislature finds that overdrafts and misappropriations from attorney trust accounts are serious problems and determines that it is in the public interest to ensure prompt detection and investigation of instances involving overdrafts and misappropriations from attorney trust accounts.
Business and Professions Code section 6091.1
requires a financial institution, including any branch, which is a depository for attorney trust accounts under subdivision (a) or (b) of Section 6211 (IOLTAs and non-IOLTAs), shall report to the State Bar in the event any properly payable instrument is presented against an attorney trust account containing insufficient funds, irrespective of whether or not the instrument is honored.
Report overdrafts, including a copy of the dishonored instrument, to
OCTC.reportable.actions@calbar.ca.gov
, or by mail to:
The State Bar of California
Attention: Office of Chief Trial Counsel – Intake Unit
845 South Figueroa Street
Los Angeles, CA 90017-2515
Financial Institutions Portal
Starting December 10, 2025, financial institutions may register earlier for access to the State Bar’s
Financial Institutions Portal
(formerly the IOLTA portal). IOLTA-eligible financial institutions will log in to the Financial Institutions Portal to upload their monthly and quarterly remittance reports.
Both IOLTA financial institutions and non-IOLTA financial institutions may register and download a blank annual reporting form to prepare for 2026 reporting.
quick start guide
will assist with the registration process.
What is an IOLTA-eligible institution?
An IOLTA-eligible institution pays interest rates or dividends to IOLTA customers comparable to rates paid to similar situated non-IOLTA customers, as required under amended Business and Professions Code sections 6091.2, 6212, and 6213, effective January 1, 2008.
Become an IOLTA-eligible institution
Financial institutions play a significant role in the success of the IOLTA program. Banks and credit unions who wish to participate in the IOLTA program have three options:
Become a Leadership Financial Institution to help increase funding for legal services for low-income Californians;
Comply with the IOLTA statute and pay the established compliance rate (ECR); or
Offer a comparable rate.
Become a Leadership Financial Institution
Leadership Financial Institutions volunteer to provide increased interest, free of fees, for their IOLTA offerings. IOLTA funds support civil legal aid, providing critical free legal assistance to vulnerable low-income Californians, including older adults and individuals at risk of abuse or living with a disability. Civil legal aid helps hundreds of thousands of individuals every year to stay in their homes, obtain restraining orders, and combat wage theft. IOLTA is a major source of funding for these services, but unfortunately, as many as 63 percent of low-income Californians will not receive all the help that they need to resolve their legal issues due to insufficient resources.
Leadership Financial Institutions increase funding to close this gap in services, and the potential benefit to civil legal aid is dramatic. In 2025, approximately $252 million will be distributed to legal aid programs. In 2026, $217.5 million has been approved for distribution.
Participation in the program greatly
increases a financial institution’s visibility among attorneys and law firms in California.
The State Bar highlights Leadership Financial Institutions in its communications to attorneys and external stakeholders.
Currently, over 103,000 attorneys in California hold approximately 50,000 IOLTAs, with nearly $9.7 billion in assets.
Additionally, attorneys hold over $5 billion in approximately 13,000 non-IOLTA trust accounts, generally at the same financial institutions. Many attorneys and law firms care about supporting and increasing the availability of free legal services to those who cannot afford them. Leadership Financial Institutions can increase their market share by attracting business from these attorneys.
In addition, these changes can help fulfill a financial institution’s obligations under the
Community Reinvestment Act
by helping families stay in their homes and find economic stability and physical safety in their community. For more information about how IOLTA funds benefit individual clients as well as entire communities, see the most recent
impact report
identifying outcomes achieved by legal aid and the life-changing impact of these services for low-income Californians.
The State Bar prominently features
IOLTA-Eligible Financial Institutions online
, with links to the financial institutions.
Leadership Financial Institutions are required to:
Agree to pay, on all IOLTAs, at least the established compliance rate (ECR), which is 68 percent of the federal funds rate, or 0.68 percent, whichever is higher; and
Waive fees and charges on all IOLTAs, regardless of account size.
Become an Established Compliance Rate (ECR) Financial Institution
Provide the highest interest rate, based on 68 percent of the federal funds rate, for Interest on Lawyers’ Trust Accounts (IOLTA).
ECR Financial Institutions are required to:
Agree to pay, on all IOLTAs, at least the established compliance rate (ECR), which is 68 percent of the federal funds rate, or 0.68 percent, whichever is higher.
Offer a Comparable Rate
To offer a comparable rate, financial institutions are required to:
Agree to pay interest rates or dividends on IOLTA accounts that are comparable to or higher than those paid on similarly situated non-IOLTA accounts, and
Submit the
Rate Specification Report
Application, review, setup, and reporting process
Application process:
To apply to be an IOLTA-Eligible Financial Institution in California, you must submit an
IOLTA Compliance Statement
Review process:
The State Bar will review submitted compliance statements. ECR and Leadership rates have a shorter review process than comparable rates. For comparable rates, the State Bar will need up to 30 days to review and evaluate certifying banks’ compliance once all documentation is received.
Approval:
Financial institutions that are approved will receive an approval letter, access to the
IOLTA Portal
to upload remittance reports, and remit information.
New account setup:
Attorneys will submit to the financial institution a completed
Notice to Financial Institution to Establish an IOLTA Account
form to establish the IOLTA. Please note:
The State Bar of California’s tax number (94-6001385) must be linked to the IOLTA where the financial institution will remit earned interests to the State Bar.
Account name for IOLTAs must include “IOLTA,” “trust account,” or similar wording.
Bank statements must be addressed to the attorney or firm.
Reporting requirements:
Download the
IOLTA Remittance Report
template.
Upload the Remittance Report (in Excel format) to the
IOLTA portal
monthly/quarterly by the 10th of each month/quarter.
Remit earned interest monthly/quarterly by the 10th.
Refer to the
IOLTA Handbook for Financial Institutions
for additional guidance.
Rate changes for Comparable:
Financial institutions must submit an updated compliance statement for review and cannot change their rate until the request has been reviewed and approved.
Rate changes for ECR and Leadership:
ECR and Leadership financial institutions may notify the State Bar at
BankingCompliance@calbar.ca.gov
when there is a change in federal funds target rate that affects the established compliance rate. An updated compliance statement is not required unless changing their IOLTA-Eligible compliance category.
For more information, please email
BankingCompliance@calbar.ca.gov.
Forms
IOLTA Compliance Statement
Rate Specification Report
IOLTA Remittance Report (submit in Excel format)
Notice to Financial Institutions to Establish a Trust Account and Provide Designated Licensee Name and State Bar Number
Resources
FAQs about IOLTA Comparability
IOLTA Handbook for Financial Institutions
Financial Institutions Portal Handbook
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2026 Public Comment
Proposed Amended Rules of Professional Conduct 8.2 and 8.4
Proposed Amendments to the Rules of Professional Conduct Related to Artificial Intelligence
Proposed New and Revised Rules Related to Qualified Support Center Grant Requirements
Proposed New Rule 1.26 of the State Bar Rules Relating to the Discretion of the Executive Director or Their Designee to Waive Certain Fees and Extend Specified Deadlines
Proposed Modifications to Rules Related to Lawyer Referral Services
Proposals to Implement an Alternative Dispute Resolution Certification Program
Proposed New Rule 2.3 of the State Bar Rules Regarding the Civility Oath (Reissued)
Proposed Amendments to the Rules of Court and the State Bar Rules Regarding the Procedure Upon Suspension for Nonpayment (Reissued)
Proposed Formal Opinion Interim No. 21-0003 (Ethics of In-House Counsel)
Proposed New and Revised Rules Related to Grants Administration
Proposed Amendments Rules Related to Lawyer Referral Services
Proposed Amendments to the Rules of Court and the State Bar Rules Regarding the Procedure Upon Suspension for Nonpayment
2025 Public Comment
Proposed Formal Opinion Interim No. 21-0003 (Ethics of In-House Counsel) (Reissued)
Proposed Amendments to Client Trust Account Protection Program Rules
Proposed Amendments to Rule 2.45 Regarding Voluntary Resignation
Proposed Formal Opinion Interim No. 20-0003 (Flat Fees and Termination)
Proposed Amendments to Rules of Professional Conduct 8.2 and 8.4
Proposed Formal Opinion Interim No. 19-0004 (Client File Release and Retention Duties)
Proposed New and Revised Rules Related to Grants Administration
California Supreme Court Proposes Amendments to Rules Governing the Bar Exam and Other Admissions Matters
Proposed Amendments to Rules of Procedure Related to Probation
Proposed Amended Rule of Professional Conduct 7.3
Proposed Program to Allow Waivers of Filing Fees and Waivers of Transcript Costs in State Bar Court
Proposed Amendments to State Bar Rules on Governance, Fees, and Procedures
Proposed Changes to the Rules of Procedure Regarding the Alternative Discipline Program
Proposed Scope of Client Trust Account Protection Program Compliance Review Procedures
Proposed Rule Revisions Regarding the Practical Training of Law Students
Proposed Standards for Certification and Recertification in Privacy Law
Proposed Amended Rules of Professional Conduct 8.2 and 8.4 (Reissued)
Proposed Amendments to Rules Authorizing State Bar to Limit Payment to Credit Card and ACH (Electronic Check)
Proposed New Rule 2.3 of the State Bar Rules Regarding the Civility Oath
Proposed Amendments to Rules Governing Mandatory Fee Arbitration Program and Proposed New Fee Mediation Rules
Proposed Formal Opinion Interim No. 20-0001 (Lawyer as Expert Witness)
Proposed Revisions to Rules Pertaining to the Law Office Study Program
Proposed Amended Rules of Professional Conduct 8.2 and 8.4
Proposed Amendment to Rules of Court Governing Stipulations and New Rule of Court Related to Professional Responsibility Examination
Proposed New State Bar Policy Regarding the Removal of Criminal Conviction Transmittal Notation from the Attorney Profile Page
Proposed Revised Formal Opinion Interim No. 20-0003 (Flat Fees and Termination)
Proposed Amended Rule of Professional Conduct 7.3 (Reissued)
Proposed Amendment to State Bar Rule 3.114 Regarding Specialty Education Noncompliance Fee for Certified Legal Specialists
2012 Public Comment
Proposed modification to State Bar Rules, Title 3, Division 4, Chapter 2, Fee Arbitration
Proposed modification to the Rule 31 of the State Bar Rules of Procedure for Fee Arbitrations re: subpoenas
Proposed Modification to Rule 30.0 (“Subpoenas”), State Bar of California Model Rules of Procedure for Fee Arbitrations
Proposed Formal Opinion Interim No. 10-0001 (Social Networking)
Proposed Formal Opinion Interim No. 09-0001A (State Bar Complaint Threats)
Proposed revised new Guidelines 12.1 and 12.2, Guidelines for Accredited Law School Rules (Guidelines)
Proposed Formal Opinion Interim No. 11-0002 (Deceitful Conduct)
Proposed Formal Opinion Interim No. 09-0001B (Duty of Confidentiality and Seeking Legal Advice)
Conflict of Interest Code for Designated Employees
2013 Public Comment
Proposed amendments regarding suspension for failure to pay court-ordered child or family support (California Rule of Court 9.22 and State Bar rule 2.34)
State Bar of California, Task Force on Admissions Regulation Reform: Phase I Final Report
Standards for Attorney Sanctions for Professional Misconduct, Proposed Modifications
Rules of the State Bar, Title 3, Division 2, Chapter 2, Legal Specialization and Title 3, Division 5, Chapter 4, Legal Specialization Certification Entities
Rules of the State Bar, Title 2 and Title 3, and Rule of Court 9.31 (Minimum Continuing Legal Education)
Proposed Revisions to State Bar Rules Title 6, Division 2, Chapter 1 regarding State Bar Open Meeting Rules
Proposed Revisions to State Bar Rules Title 3, Div. 2, Rule 3.54 (A) and (B) Regarding Appointment term to Section Executive Committee
Proposed new California Rule of Court and State Bar Rules Regarding Tax Delinquency - AB 1424 (Stats. 2011, Chapter 455)
Proposed Formal Opinion Interim No. 12-0001 (Disclosure of Confidences at Motion for Withdrawal)
Proposed Formal Opinion Interim No. 12-0004 (In Rem Bankruptcy Conflicts)
Proposed Formal Opinion Interim No. 11-0003 (Dissolution of Law Firm)
Proposed Formal Opinion Interim No. 06-0004 (Confidential Information and Unsolicited E-Mail Correspondence) – Additional 90-day Public Comment Circulation
2010 Public Comment
Proposed amendments to Division 8, Library Requirements contained in the Guidelines for Accredited Law School Rules (Guidelines)
Proposed Amendments to the Standards for Attorney Sanctions for Professional Misconduct
Proposed Amendments to Standards for Certification in Admiralty and Maritime Law re Alternative to the Examination
Proposed Amendments to Standards for Certification in Immigration and Nationality Law
JNE Process Review Committee -- Proposed Revisions to State Bar Rules and Government Code Section 12011.5
Proposed Amendments to the State Bar Rules, Divisions 1 and 3, Individuals not Members of State Bar
Twelve proposed new or amended Rules of Professional Conduct of the State Bar of California developed by the State Bar's Special Commission for the Revision of the Rules of Professional Conduct
State Bar Rule 6.9 - California Young Lawyer Governor, Proposed Amendment
Proposed Amendments to Conflict of Interests for the Board of Governors of the State Bar of California
Redistricting and Reapportionment of State Bar Districts - 45 Day Public Comment Period
Proposed Revisions to the State Bar’s Model Rules of Procedure for Fee Arbitrations
Proposed revisions to State Bar Sample Fee Agreement forms
Proposed Revisions to Notice of Your Rights After Fee Arbitration Form
Proposed Lawyer Referral Service Rules
Proposed Revisions to the Guidelines and Minimum Standards for the Operation of Mandatory Fee Arbitration Programs
Proposed revision of Rule 9.30, Rules of Court re Unaccredited Law Schools
Proposed modifications to Rules of Procedure of The State Bar of California
Proposed Limited Liability Partnership Rules
Proposed Law Corporations Rules
Proposed Law Corporations Rules
Proposed Formal Opinion Interim No. 08‑0002 (Confidentiality and Technology)
Proposed Formal Opinion Interim No. 08‑0001 (Gifts from Clients)
Proposed Formal Opinion Interim No. 06‑0004 (Confidential Information and Unsolicited E-Mail Correspondence)
Proposed Formal Opinion Interim No. 08-0002 (Confidentiality and Technology) Reissued
90-day public comment on 69 proposed new or amended Rules of Professional Conduct
Seven proposed new or amended Rules of Professional Conduct of the State Bar of California developed by the State Bar’s Special Commission for the Revision of the Rules of Professional Conduct.
2011 Public Comment
Proposed Amendments to Rule 9.21 of the California Rules of Court, Resignation of State Bar Members with Disciplinary Charges Pending
Proposed Amendments to Rules 5.30 and 2409, Rules of Procedure of the State Bar-Release for Public Comment
Provision of Core Curriculum of 25 hours of Free Online MCLE in Legal Ethics
Proposed Revisions to State Bar Rules Title 6, Division 2, Chapters 1 and 2 regarding State Bar Open Meeting Rules
Proposed Online Posting of Consumer Alert re Attorneys Charged with Major Misappropriation of Client Funds and Petitions filed under Business & Professions Code section 6007(c) involving Major Misappropriation
Proposed Online Posting of Consumer Alert re Attorneys Charged with Significant Loan Modification Misconduct and Petition filed under Business & Professions Code section 6007(c) involving Loan Modification Misconduct -Release for Public Comment
Proposed New Rule 6.62 re Location of State Bar Board-Appointed Committee Meetings, Release for Public Comment
Proposed Further Amendments to Rule 5.30, subdivisions (A) and (C), Rules of Procedure of the State Bar-Release for Additional Public Comment
Proposed Formal Opinion Interim No. 10-0002 (Communications with Opposing Counsel’s Implied Consent Under the “No Contact” Rule)
Proposed Formal Opinion Interim No. 08-0003 (Serving Subpoenas on Existing Clients of a Law Firm)
Proposed Formal Opinion Interim No. 08-0001 (Gifts from Clients)
Proposed Formal Opinion Interim No. 06­-0004 (Confidential Information and Unsolicited E-Mail Correspondence)
Proposed Expungement of MCLE Inactive Enrollment in the Circumstances Prescribed in California Rule of Court 9.6
Proposed changes to MCLE Rule 2.54
Proposals For Sequence Of Elections Under Revised State Bar Districts Effective January 1, 2012
2014 Public Comment
Proposed Amendments to California Rules of Court, Business and Professions Code, Article 4 Admission to Practice of Law and Title 4. Admissions and Educational Standards
Task Force on Admissions Regulation Reform Phase II Implementing Recommendations
Proposed Changes to Special Master Rules Regarding Eligibility Requirements: Rules of the State Bar, Title 7, Division 2, Rule 7.101
Proposed Revision to State Bar Rules Title 3, Division 2. Rules 3.50 and 3.52 (B) Regarding change the title of non-lawyer State Bar Section members
Proposed Formal Opinion Interim No. 11-0004 (ESI and Discovery Requests)
Request for Public Comment: Proposed Changes to Calculation of Proportional MCLE Requirements
Proposed Formal Opinion Interim No. 12-0007 (Puffing in Negotiations)
Proposed Formal Opinion Interim No. 11-0003 (Dissolving Firm and Moving to New Firm)
Proposed Revisions to the Rules of Procedure of the State Bar of California Title 5, Discipline
2015 Public Comment
Proposed amendments to Guideline 7.11 (Distance-Education Credit) of the Guidelines for Accredited Law School Rules
Proposed Amendments to Accredited Law School Rules re Additional Campuses and Law School Fees
State Bar of California, Civil Justice Strategies Task Force Report and Recommendations
Revisions to Sample Fee Agreement Forms
Revision to State Bar Rules Title 6 re Access to State Bar Records
Re-release of the Standards for Attorney Sanctions for Professional Misconduct (“Standards”) for an additional 30-day public comment period
Proposed Formal Opinion Interim No. 13-0005 (Publicly Available Confidential Information)
Proposed amendments to Title 3. Programs and Services, Division 2, Chapter 2
Proposed Amendments to Guideline 8.4 (Library Content), Guidelines for Accredited Law School Rules
Proposed Formal Opinion Interim No. 12-0006 (Attorney Blogging)
2016 Public Comment
Proposed Amendments to Admissions Rules re Open/Closed Meetings of the Committee of Bar Examiners
Proposed Amendments to Accredited Law School Rules and Guidelines for Accredited Law School Rules re Branch Campuses/Satellite Campuses
State Bar of California’s Conflict of Interest Code
Proposed Amendment to Rule 5.441(A) of the Rules of Procedure of the State Bar of California Relating to the Filing Requirements for Reinstatement Proceedings
Proposed Amendment to Rule 2603 of the Rules of Procedure to Delegate to the Office of General Counsel Authority to Conduct "Second Look" Reviews in Closed Disciplinary Complaints
Proposed Formal Opinion Interim No. 12-0006 (Attorney Blogging)
Proposed amendments to rules 5-110 and 5-220 of the Rules of Professional Conduct
2019 Public Comment
Proposed Formal Opinion Interim No. 16-0003 (Ancillary Business)
Proposed Changes to the Responsibilities of the California Board of Legal Specialization (CBLS)
Proposed Formal Opinion Interim No. 12-0003 (Attorney Directory and Rating Websites)
Options for Regulatory Reforms to Promote Access to Justice
Proposed New and Amended Rules of Procedure of the State Bar Regarding Vexatious Complainants
Proposed Revised Formal Opinion Interim No. 14-0004 (Witness Perjury)
Amendment to Rule of Procedure 2201 (Appointment and Authority)
Proposal to Eliminate the Committee on Mandatory Fee Arbitration
Proposed Rule Changes Addressing Public Licensee Information and Required Reporting
Proposed Amended California Rules of Professional Conduct Regarding File Release and Retention Duties
Proposed Changes to State Bar Rules to Revise the Role of the Committee of Bar Examiners for the Purpose of improving Governance and Service Delivery
Proposed State Bar Rule of Procedure Setting Forth Guidelines for the Imposition and Collection of Monetary Sanctions
Proposed Formal Opinion Interim No. 13-0003 (Ethical Obligations When Departing Firm)
Proposed Changes to State Bar of California Model Rules of Procedure Rule 38.1 and State Bar Rule 3.536(E), Regarding Arbitrator Compensation
Proposed Formal Opinion Interim No. 12-0003 (Attorney Directory and Rating Websites)
2024 Public Comment
State Bar Policy on Law School Name Changes
Proposed Amendments to State Bar Rules Governing Commission on Judicial Nominees Evaluation (JNE)
Proposed Amended Conflict of Interest Code for Designated State Bar Employees
Proposed State Bar Rules and Rule Amendments Related to Grants Administration
Proposed Amendments to State Bar Rules Regarding Pro Bono Practice Program
Proposed Amendments to the Rules of Procedure Relating to Early Neutral Evaluation Conferences
Proposed Amendment to State Bar Rule Regarding Schedule of Fees and Deadlines (Rule 1.22)
Clarifying and Corrective Amendments to Multiple State Bar Rules
Proposed Amendments to Rule of Procedure Governing Probation
Proposed Arbitration Advisory Interim No. 2022-0XA (Standard of Review in Fee Disputes Where There Is a Written Fee Agreement)
Proposed Amendments to Attorney Sanction Standards: Effect of Prior Discipline
Proposed Amendments to State Bar Rules Relating to Pro Bono Practice Program
Proposed Formal Opinion Interim No. 20-0003 (Flat Fees and Termination)
Proposed Revised Formal Opinion No. 2021-206 (Colleague Impairment)
Proposed Arbitration Advisory Interim No. 2022-0XB (Determination of a “Reasonable” Fee)
Proposed Formal Opinion Interim No. 20-0005 (Conversion Clauses in Contingent Fee Agreements)
Proposed Amendments to Rules of Procedure of the State Bar Regarding Remote Appearances in State Bar Court Proceedings
Proposed New Rule of Procedure Regarding Vexatious Litigants in State Bar Court
Proposed Amendments to Rules Relating to Attorney Reporting and the Timing of the Annual Renewal Cycle
Proposed New Rule 9.33 of the Rules of Court Regarding the Expungement of Nondisbarment Discipline
Proposed Amendments to Rules of the State Bar Regarding the Lawyer Assistance Program
Proposed Amendments to California Rules of Court, Rule 9.23
Proposed Formal Opinion Interim No. 20-0002 (Succession Planning)
Proposed Formal Opinion Interim No. 21-0003 (Ethics of In-House Counsel)
Proposed Amendments to Rules of Procedure 5.28 (Computing Time) and 5.127 (Public and Private Reprovals)
Proposed State Bar Rule to Implement Offer and Compromise Program
Proposed New State Bar Policy Regarding the Removal of Nondisbarment Discipline, Administrative Suspensions, and Inactive Enrollments
Proposed Amendments to Rule 2.31 Relating to the Deadline for Submission of the Transfer to Inactive Status Form and the Effective Date of the Transfer
2022 Public Comment
Proposed Formal Opinion Interim No. 20-0005 (Conversion Clauses in Contingency Fee Agreements)
Proposed Formal Opinion Interim No. 19-0004 (Client File Release and Retention Duties)
Elimination of Time Limit on the Validity of a Passing Bar Examination Score
Proposed New Case Processing Standards
Proposed Amendments to Rule 3.513 (Electronic Submissions in Mandatory Fee Arbitration)
Proposed Amendment to Rule 2.11 (Due date and form of payment, licensee fees)
Proposed Amendments to State Bar Rule 7.40 (Assignment of Judicial Nominees Evaluation Commissioners)
Proposed New Rule of Court and Amended Rules of Professional Conduct for the Client Trust Account Protection Program (CTAPP)
California Paraprofessional Program Recommendations
Proposed Formal Opinion Interim No. 20-0004 (Ethical Obligations When Working Remotely)
Ad Hoc Commission on the Discipline System Recommendations
Ad Hoc Commission on the Discipline System Roster
Proposed Amendments to the Rules of Procedure of the State Bar, Provisional Licensure Program
Proposed Amendments to the Rules of Procedure of the State Bar, Remote Court Proceedings
Proposed Amendment to Rule of Procedure 5.80 (Motion for Entry of Default)
Proposed Amendments to the Rules of Procedure of the State Bar, Rule 5.127 (Public and Private Reprovals) and Rule 5.155 (Actions by Review Department)
Proposed Amendments to Rules of Procedure 5.65 (Discovery Procedures), 5.337 (Expedited Proceeding; Limited Discovery), and 5.345 (Hearing Department Procedures)
Proposed Amendments to Rule of Procedure 5.21 (Limitations Period)
Proposed New State Bar Rule, Amended Rule of Professional Conduct, and Amended New Rule of Court for the Client Trust Account Protection Program (CTAPP)
2017 Public Comment
Proposed Formal Opinion Interim No. 12-0003 (Attorney Directory and Rating Websites) (September 2017)
2017 Standard Setting Study and Related Options
2021 Public Comment
Proposed Formal Opinion Interim No. 17-0003 (Considers Duty to Prospective Client)
Proposed Revised Rules for Accredited Law Schools
Proposed Arbitration Advisory Interim No. 2020-0XB (Handling Disputes Regarding Costs and Expenses)
Proposed Rule 3.453 Governing Client Security Fund Payment Plans for Nondisbarred and Nonresigned Licensees
Proposed Revisions to State Bar Rule 3.662 Regarding Legal Services Trust Fund Commission Term of Appointments
Proposed Formal Opinion Interim No. 19-0003 (Improper Contract Provisions)
Proposed Formal Opinion Interim No. 13-0002 (Client with Diminished Capacity)
Amendment to Rule of Procedure 2201 (Appointment and Authority)
Proposed Amendments to State Bar Rules 3.440, 3.445 (Client Security Fund- Electronic Service and Electronic Signatures)
Proposed Formal Opinion Interim No. 19-0003
Proposed Amendment to Rule of Procedure 2201 (Appointment and Authority)
Proposed Amendments to State Bar Rule 7.61 Regarding Voting Procedures of the Commission on Judicial Nominees Evaluation
Proposed Formal Opinion Interim No. 20-0004 (Ethical Obligations When Working Remotely)
Proposed Formal Opinion Interim No. 19-0004 (Client File Release and Retention Duties)
Proposed Amendments to 4.160(D)(6), Minimum, Cumulative Five-Year Bar Passage Rate (MPR)
Proposed Amendments to Rule 9.23 of the California Rules of Court
Proposed Technical Amendment to Rule 2.53 Governing Minimum Continuing Legal Education (MCLE) Requirements for New Licensees
Proposed Formal Opinion Interim No. 17-0003 [Duty to Prospective Client]
Proposed Formal Opinion Interim No. 14-0001 (Colleague Impairment)
Proposed Revised State Bar Rule 4.90 Regarding Testing Accommodations
2023 Public Comment
Proposed Amendments to the Rules of the State Bar Pertaining to Testing Accommodations
Proposed Amendments to Title 4 of the Rules of the State Bar Pertaining to Moral Character
Proposed Rule Revisions Regarding the Practical Training of Law Students (PTLS) Program
Proposed New Rule of Professional Conduct 8.3 (Reporting Professional Misconduct)
Proposed Amendments to State Bar Rules Related to Grants Administration
Proposed Amendment Requiring Attorneys to Complete Annual Civility Pledge
Proposed Amendments to the Rules of Professional Conduct Addressing Incivility
Proposed Amendments to Rules Governing Minimum Continuing Legal Education (MCLE)
Report from the Blue Ribbon Commission on the Future of the California Bar Exam
Proposed New Rule of Professional Conduct 8.3
Admissions Fee Increase Proposal
Proposed Amendments to Rules Governing Minimum Continuing Legal Education (MCLE)
Revised Proposed Amendments to the Rules of Professional Conduct Addressing Incivility
Revised Proposed Amendment Requiring Attorneys to Complete Annual Civility Pledge and New State Bar Rule for Implementation
Revised Proposed Amendments to the Rules of the State Bar Pertaining to Testing Accommodations
Proposed Changes to the Administration of the California Bar Exam
Revised Proposed Amendments to State Bar Rules Related to Grants Administration
Proposal for a Portfolio Bar Examination
Proposed New Rule of Court 9.8.1
Fees Charged to California Accredited Law Schools: Modified Proposal
Update to Rules of Court Re: Fees for Pro Hac Vice and Out-of-State Attorney Arbitration Counsel
Proposed Formal Opinion Interim No. 20-0001 (Lawyer as Expert Witness)
Proposed Amendments to California Rules of Court 9.11 and 9.90
Proposed Amended Conflict of Interest Code for the Board of Trustees
Revised Amendments to Testing Accommodations Rules
Proposed Amendments to Rules Governing Mandatory Fee Arbitration (MFA)
Proposed Amendments to the California Rules of Court and Title 2 of the State Bar Rules Regarding the Rights and Responsibilities of Licensees
Proposed Amendments to the Rules of the State Bar Regarding Moral Character for Out-of-State Attorney Applicants and Examinations (Rules 4.41 and 4.62)
Proposed Amendments to State Bar Rules 7.52 (Commission on Judicial Nominees Evaluation In-Person Candidate Interviews) and 7.60 (Meeting Requirements)
Proposed Revisions to Rules Pertaining to the Law Office Study Program
2020 Public Comment
Proposed Formal Opinion Interim No. 14-0002 (Alternative Litigation Funding)
Proposed Formal Opinion Interim No. 16-0002 (Data Breaches)
Proposed Formal Opinion Interim No. 17-0001 (Advising a Cannabis Business)
Provisional Licensure with a Pathway to Full Licensure
Amendment to Rules of Procedure Governing Fee Arbitration Award Enforcement Proceedings
Proposed Formal Opinion Interim No. 14-0001 (Colleague Impairment)
Amendment to Lawyer Referral Service Proposed Rules of Procedure
Proposed Arbitration Advisory Interim No. 2020-0XA (Awards of Interest under the Mandatory Fee Arbitration Program)
New Provisional Licensure Rule, Rule of Court XX
Proposed New and Amended State Bar Rules of Procedure, Rule 5.137
Proposed Amendments to Rules and Proposed New Rules Regarding Electronic Service and Electronic Signatures
Proposed Amended California Rule of Professional Conduct 5.4 [Financial and Similar Arrangements with Nonlawyers]
Proposed Amendments to Rule of Procedure Regarding Electronic Trial Exhibits
Proposed Amendment to Client Security Fund Rules
Proposed Changes to Elimination of Bias MCLE Rules
Proposed Formal Opinion Interim No. 14-0002 (Alternative Litigation Funding)
Proposed Rules of Procedure Governing the Review Process for Certification, Revocation, and Suspension Decisions Regarding Lawyer Referral Services
Proposed Amended California Rule of Professional Conduct 1.1 (Competence)
Proposed Formal Opinion Interim No. 16-0002 (Data Breaches)
Proposed Changes to State Bar Rules Regarding Electronic Service of Process and Videoconference Appearances
2018 Public Comment
Proposed Formal Opinion Interim No. 14-0003 (Settling Before Withdrawal)
Proposed Amendments to California Rule of Court, Rules 9.6 and 9.31 and State Bar Rules 2.32 and 2.50
Proposed amendments to Rule 1.7 (Conflicts of Interests: Current Clients) of the Rules of Professional Conduct of the State Bar of California
Proposed amendments to the State Bar rules regarding law corporations
Proposed Amendments to Guideline 6.9 of the Guidelines for Accredited Law School Rules
Proposed Adjustments to Law School Fees
Proposed Amendments to the Rules of Professional Conduct
Proposed Amendments to the Rules of Professional Conduct (August 2017)
Proposed Amendments to Law School Regulation Rules
2017 Content Validation Study on the California Bar Examination
Proposed Amendments to Admissions Rules re Qualification of Out-of-State Attorney Applicants to File Moral Character Determination Applications
Proposed Amendments to the Law School Regulation Statutes and Rules re Mandatory Accreditation of Law Schools
Proposed Amendments to Standards 2.2, 2.5, 2.6, 2.13, 2.15, and 2.21 of the Standards for Attorney Sanctions for Professional Misconduct
Proposed Formal Opinion Interim No. 08-0002
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