Lawyer Trust Accounts Seminar

Date: Tuesday, June 23, 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., Feb. 21, 2020.
Location: State Bar of Michigan, 306 Townsend St, Lansing
Register online or by mail form

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
• Update Financial Institution Contact Information