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The Florida Bar re Rules Regulating the Fla. Bar

Supreme Court of Florida
Jun 24, 1987
507 So. 2d 1366 (Fla. 1987)

Opinion

Nos. 65197, 65877, 67085 and 68293.

July 17, 1986. On Rehearing September 11, 1986. Corrected June 24, 1987.


* * * Chapter 5 RULES REGULATING TRUST ACCOUNTS

5-1 Generally. 5-1.1 Trust accounts.

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(b) Trust accounts as official records. A member of The Florida Bar shall preserve or cause to be preserved the records of all bank and savings and loan association accounts or other records pertaining to the funds or property of a client maintained in compliance with rule 4-1.5 for a period of not less than six (6) years subsequent to the final conclusion of the representation of a client relative to such funds or property, . whichever shall last occur. Such records shall include checkbooks, cancelled checks, check stubs, vouchers, ledgers and journals, closing statements, accountings or other statements of disbursements rendered to clients or other parties with regard to trust funds, or similar equivalent records clearly and expressly reflecting the date, amount, source, and reason for all receipts, withdrawals, deliveries, and disbursements of the funds or property of a client.

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Summaries of

The Florida Bar re Rules Regulating the Fla. Bar

Supreme Court of Florida
Jun 24, 1987
507 So. 2d 1366 (Fla. 1987)
Case details for

The Florida Bar re Rules Regulating the Fla. Bar

Case Details

Full title:THE FLORIDA BAR RE RULES REGULATING THE FLORIDA BAR

Court:Supreme Court of Florida

Date published: Jun 24, 1987

Citations

507 So. 2d 1366 (Fla. 1987)