Lawyer Trust Accounts Seminar

Date: Tuesday, October 23, 2018
Time: 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 19. No "walk-in" registrations will be accepted.

View the Agenda & Faculty

Tips & Tools for a Successful Practice Seminar

Date: Thursday, November 1, 2018
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: State Bar of Michigan, Lansing
Register online or by mail/fax form before October 30

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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