“Lawyer Trust Accounts: Management Principles and Recordkeeping Resources” Set for Tuesday, June 25 in Detroit
Date: Tuesday, June 25, 2013; 1:30–4:15 p.m.
Location:University of Detroit Mercy School of Law, 651 W. Jefferson Ave., Detroit, Room 226
Cost: $50 for lawyers, $25 for non-lawyers
Register: Online or by mail/fax form PDF before June 20
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 is open to lawyers and their staff, and 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 Investigative Counsel Danon Goodrum-Garland, SBM Professional Standards Service 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 via e-mail at firstname.lastname@example.org.
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
Lawyer Forms and Information
SBM Contact Information