{"id":6147,"date":"2018-08-27T11:57:19","date_gmt":"2018-08-27T15:57:19","guid":{"rendered":"http:\/\/resources.evans-legal.com\/?p=6147"},"modified":"2026-05-08T11:06:41","modified_gmt":"2026-05-08T15:06:41","slug":"eligible-institutions-for-fiduciary-funds-2","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=6147","title":{"rendered":"Eligible Institutions for Fiduciary Funds"},"content":{"rendered":"<p>The Supreme Court updates from time to time (and the Disciplinary Board publishes in the Pennsylvania Bulletin) a list of the names of financial institutions which are \u201celigible institutions\u201d in which lawyers may deposit funds held by the lawyer as a personal representative, guardian, conservator, receiver, trustee, agent under a durable power of attorney, or other similar position.\u00a0 (See <a href=\"http:\/\/www.pacodeandbulletin.gov\/Display\/pacode?file=\/secure\/pacode\/data\/204\/chapter83\/s221.html&amp;d=reduce\">Pa.R.D.E. 221(b)<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.pacodeandbulletin.gov\/Display\/pacode?file=\/secure\/pacode\/data\/204\/chapter81\/subchapAtoc.html&amp;d=reduce#1.15.\">Pa.R.P.C. 1.15(a)(2)<\/a>.)<\/p>\n<p>The most recent order of the Supreme Court is \u201cFinancial Institutions Approved as Depositories for Fiduciary Accounts; No. 268 Disciplinary Rules Docket\u201d (4\/27\/2026), <a href=\"https:\/\/www.pacodeandbulletin.gov\/Display\/pabull?file=\/secure\/pabulletin\/data\/vol56\/56-19\/654.html\" target=\"_blank\" rel=\"noopener\">56 Pa.B. 2590<\/a> (5\/9\/2026), also published by the Disciplinary Board as &#8220;List of Financial Institutions&#8221; at <a href=\"https:\/\/www.pacodeandbulletin.gov\/Display\/pabull?file=\/secure\/pabulletin\/data\/vol56\/56-19\/653.html\" target=\"_blank\" rel=\"noopener\">56 Pa.B. 2588<\/a>\u00a0(5\/9\/2026).<\/p>\n<p>[Last updated 5\/8\/2026]<\/p>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Supreme Court updates from time to time (and the Disciplinary Board publishes in the Pennsylvania Bulletin) a list of the names of financial institutions which are \u201celigible institutions\u201d in which lawyers may deposit funds held by the lawyer as &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=6147\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[316],"tags":[326],"class_list":["post-6147","post","type-post","status-publish","format-standard","hentry","category-directories","tag-rules-of-professional-conduct","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/6147","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6147"}],"version-history":[{"count":4,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/6147\/revisions"}],"predecessor-version":[{"id":12315,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/6147\/revisions\/12315"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6147"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6147"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}