Lawyer Trust Accounts Seminar

Dates: February 23, 2021, June 22, 2021, October 26, 2021
Cost, location (virtual or in-person), and registration are pending. Check back for more information.

Tips & Tools Seminar

Dates: May 4, 2021, November 2, 2021
Cost, location (virtual or in-person), and registration are pending. Check back for more information.

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