Lawyer Trust Accounts: Management Principles and Recordkeeping Resources
Registration is closed due to capacity being reached.
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
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 email@example.com.
"Tips and Tools" for a Successful Practice Seminar
Date: Tuesday, November 4, 2014
Time: 9:00 a.m.–4:45 p.m.
Location: State Bar of Michigan, Lansing
Register online or by mail/fax form before October 31
View the Agenda PDF
The semi-annual seminar features presentations on how to maintain mutually beneficial client relationships, draft effective fee agreements, manage lawyer trust accounts, analyze ethical issues, and use innovative techniques, resources and technology for law office management. The seminar presents an excellent opportunity for solo practitioners and new lawyers to obtain practical information from colleagues who have effectively implemented law office management techniques and utilized economically-priced technology to improve the quality and efficiency of their law practices.
Registration costs $100 for lawyers who have been in practice for less than five years, and $125 for those who have practiced law for five years or more. The registration fee includes seminar materials, a continental breakfast and buffet lunch. Payment and the registration form must be received by Friday, October 31. No walk-in registrations will be accepted.
For more information contact Karen Spohn with the Professional Standards Division at (517) 346-6309 or firstname.lastname@example.org.
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