Trust Account Overdraft Notice (TAON)

Lawyer Trust Accounts Seminar

Date: Tuesday, October 22, 2019; 1:15–4:45 p.m.
Cost: $50 for lawyers; $25 for non-lawyers, law students, & unlicensed graduates
Location: State Bar of Michigan, 306 Townsend St, Lansing
Registration: online or mail/fax form

Registration deadline is October 18. No "walk-in" registrations will be accepted.

View the Agenda & Faculty

Tips & Tools for a Successful Practice Seminar

Date: Thursday, November 7, 2019
Time: 9:00 a.m.–5:00 p.m.
Cost: $100 (attorneys licensed to practice less than five years, including law students and unlicensed graduates);
$125 (attorneys licensed to practice five years or more)
Location: State Bar of Michigan, Lansing
Register online or by mail/fax form before November 5

View the Agenda

Rule 1.15A, Trust Account Overdraft Notification (TAON)

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. To review a TAON quick reference guide which summarizes the ethical obligations of lawyers, visit Lawyer TAON Quick Reference Guide.

Approved List of Financial Institutions

Financial Institution Forms & Information

Lawyer Forms & Information

*Effective May 1, 2019—notices will only be accepted via email to

SBM Contact Information

Danon Goodrum-Garland
Professional Standards Division Director
(517) 346-6333

Alecia Ruswinckel
Professional Standards Assistant Division Director
(517) 346-6328

Related Links