What must a lawyer do if, during the representation of a client, she comes into possession of a check made payable jointly to her and someone else?
She must keep such funds separate from her own property in a separate account, designated as a trust or escrow account, maintained in the state where the lawyer’s office is situated, or elsewhere with the consent of the client or third person. She must also promptly notify the client or third person having an interest in the money. Except as otherwise permitted by law, rule, or by agreement with the client, a lawyer must promptly deliver to the client or third person any funds or other property that the client or third person is entitled to receive and, upon request by the client or third person, shall promptly render a full accounting regarding such property. See DR 1.14 (a) and (b).
