State Bar of Michigan
home member area contact us


practice management resource center



 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




Resources
A Discussion of Trust Accounts for Michigan Attorneys PDF

Common Trust Account Errors PDF

Ten Commandments of Good Trust Accounts PDF

Client Notification of Trust Account Transfer MS WORD

Sample Trust Account Self Audit PDF

Links
Managing Your Client Trust Account: Where the Buck Stops—Law Practice Today (2011)

Ethics Opinions on Trust Account References—from the State Bar of Michigan

Michigan State Bar Foundation

Taon Alert
Lawyers With Trust Accounts are Impacted by the TAON Rule

From Our Lending Library
The ABA Guide to Lawyer Trust Accounts

by Jay Foonberg

Lending Library Number: 1

Most lawyers learn in law school ethics class that the quickest route to disbarment is to "commingle" their funds with client trust funds. Unfortunately, many law schools don't define commingling or give practical guidance. But most trust account problems can be avoided by following some simple rules. Lawyers must learn the stringent ethics rules that apply to setting up client trust accounts, keeping appropriate records for those accounts and properly reporting the disbursement of the funds to their clients. This is a complete guide to policies and procedures that lawyers must follow.

   
 

 

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