Lawyer Trust Accounts Seminar

This ethics seminar features instructions on how to manage lawyer trust accounts, including how to effectively use forms, checklists, and other recordkeeping resources.

Date: Tuesday, August 11, 2020; 1:15–4:45 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., Aug. 7, 2020.
Location: State Bar of Michigan, 306 Townsend St, Lansing
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