Practice Tools

ISBA Ethics Opinions on Client Funds and Property


  • Use of advance payment retainers in family law matters : 12-19
  • Lawyer’s personal guarantee to pay liens and subrogation claims : 06-01
  • Transfer of dissolved corporate client’s funds held in trust by lawyer to lawyer as fees : 02-02
  • Failure to pay legal fees, disposal of files : 01-02
  • Former client access to lawyer’s file : 01-01
  • Improper to negotiate settlement check of missing client : 95-11
  • Deduction of attorney fees from funds held in escrow : 93-17
  • Duty to report improper financial assistance to client : 93-03
  • Disbursement of settlement proceeds to prior attorney without client consent : 91-16
  • Lawyer transferring client funds held in trust for lawyer’s fees : 88-15
  • Lawyer advised, or in possession, of client incriminating physical evidence by third person. : 88-13
  • Holding funds of missing client : 845