Lawyer Trust Accounts: Management Principles and Recordkeeping Resources
Date: Tuesday, March 24, 2015; 1:30–4:45 p.m.
Location: State Bar of Michigan, 306 Townsend St, Lansing
Registration is closed.
This half-day ethics seminar will feature presentations on how to manage lawyer trust accounts and effectively use forms, checklists and other recordkeeping resources. For more information contact Karen Spohn with the State Bar of Michigan Professional Standards Division at (517) 346-6309 or by e-mail at email@example.com.
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