State Bar of Michigan: Trust Account Overdraft Notice (TAON)

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Trust Account Overdraft Notice (TAON)

Recent Developments/Announcements

Rule 1.15A, Trust Account Overdraft Notification (TAON), took effect Sept. 15
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

TAON Agreement
- Blank Form PDF
- Fillable Form PDF
Guidelines for SBM Approval/Termination of Financial Institutions PDF
Quick Reference Guide PDF

Lawyer Forms and Information

Non-IOLTA Lawyer Trust Account Notice to Financial Institution
- Blank Form PDF
- Fillable Form PDF
Quick Reference Guide PDF

SBM Contact Information

Danon Goodrum-Garland
Professional Standards Investigative Counsel
(517) 346-6333
dggarland@mail.michbar.org

Robin Lawnichak
Paralegal
(517) 346-6379
rlawnichak@mail.michbar.org