Wisconsin Lawyer: OLR reminds law firms to file annual certificate to meet trust account requirement; deadline is July 1:

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    OLR reminds law firms to file annual certificate to meet trust account requirement; deadline is July 1

    SCR 20:1.15(i) requires lawyers to annually certify that they are complying with trust account recordkeeping requirements. 


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    Wisconsin LawyerWisconsin Lawyer
    Vol. 81, No. 4, April 2008

    Legal News & Trends

    OLR reminds law firms to file annual certificate to meet trust account requirement; deadline is July 1

    SCR 20:1.15(i) requires lawyers to annually certify that they are complying with trust account recordkeeping requirements.  Law firms with two or more lawyers who have no authority to oversee or manage the firm's trust or fiduciary account(s) should file one certificate on behalf of the lawyers in the firm who are required to file a certificate, according to SCR 20:1.15(i)(3).

    This certificate should accompany the payment of annual State Bar dues and Wisconsin Supreme Court assessments, which will be mailed in early May and are due on July 1. The law firm certificate is available on the Office of Lawyer Regulation Web site.

    Solo practitioners should complete the certificate on the back of the State Bar dues statement. For additional questions, contact OLR at (877) 315-6941, ext. 2, or (608) 261-8296.




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