Lawyer Trust Accounts: Management Principles & Record Keeping

Date: Tuesday, October 24, 2017; 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 before October 20

View the Agenda

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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

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