Lawyer Trust Accounts Seminar

Date: Tuesday, October 27, 2020; 1:00–4:45 p.m.
Cost: $50 for lawyers; $25 for non-lawyers, law students, & unlicensed graduates. Payment and the completed registration form must be received by 5:00 p.m. on Fri., October 23, 2020.
Location: Virtual—materials will be emailed to the email address used for registration approximately one week prior to the seminar
Register online

Tips & Tools Seminar

Date: Thursday, November 5, 2020
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: Virtual—materials will be emailed to the email address used for registration approximately one week prior to the seminar
Register online

Ethical Management of Trust Accounts

• Ethics Opinions on Trust Accounts
• MRPC 1.15 and 1.15A Trust Account Overdraft Notification
• Practice Management Resource Center Trust Account Information

Financial Institution Forms & Information

• TAON Agreement
  • Blank Form
  • Fillable Form
• Guidelines for SBM Approval/Termination of Financial Institutions
• Quick Reference Guide
• Update Financial Institution Contact Information