State Bar of Michigan
home member area contact us


ethics



 print this page


for members
SBM general information

member directory

admissions, ethics, and
   regulation


diversity & inclusion

justice initiatives

member services

practice management
   resource center


public policy resource
   center


publications and
   advertising


research and links

sections & committees


ethics for members
ethics developments
ethics opinions
TAON (trust accounts)


from the courts
opinion searching
virtual court


for the public
public resources
media resources


giving opportunities
a lawyer helps
access to justice
   campaign

Trust Account Overdraft Notice (TAON)

Lawyer Trust Accounts: Management Principles and Recordkeeping Resources

    Date: Tuesday, Oct 21, 2014; 1:30–4:45 p.m.
    Location: State Bar of Michigan, 306 Townsend St, Lansing
    Cost: $50 for lawyers, $25 for non-lawyers
    Register by October 15: Online or Mail/Fax Form
    No "walk-in" registrations will be accepted.

    View the Agenda & Faculty PDF

    This half-day seminar will feature presentations on how to ethically manage lawyer trust accounts, and effectively use forms, checklists and other recordkeeping resources. The seminar, open to lawyers and their staff members, is an excellent way to learn more about Michigan Rules of Professional Conduct 1.15 and 1.15A.

    Participants will receive practical information as well as materials prepared by the presenters: SBM Professional Standards Division Director Danon Goodrum-Garland, SBM Assistant General Counsel Nkrumah Johnson-Wynn, and Attorney Grievance Commission Senior Associate Counsel Rhonda Pozehl.

    For more information contact Karen Spohn with the State Bar of Michigan Professional Standards Division at (517) 346-6309 or by e-mail at kspohn@mail.michbar.org.

Developments/Announcements

    Rule 1.15A, Trust Account Overdraft Notification (TAON), took effect Sept. 15, 2010
    Lawyers with Trust Accounts are Impacted

Rule 1.15A of the Michigan Rules of Professional Conduct, also known as the Trust account Notification (TAON) Rule, took effect on September 15, 2010. To review Rule 1.15A in its entirety, visit MRPC 1.15A PDF. To review a TAON quick reference guide which summarizes the ethical obligations of lawyers, visit Lawyer TAON Quick Reference Guide PDF.

Approved List of Financial Institutions PDF

Financial Institution Forms and Information

Lawyer Forms and Information

SBM Contact Information

Related Links

     

 

follow us
Follow Us on Facebook Follow Us on LinkedIn Follow Us on Twitter Follow the SBM Blog

 

©Copyright 2014

website links
Contact Us
Site Map
Website Privacy Statement PDF
Staff Links

SBM on the Mapcontact information
State Bar of Michigan
306 Townsend St
Lansing, MI 48933-2012
Phone: (517) 346-6300
Toll Free: (800) 968-1442
Fax: (517) 482-6248