Clients’ Funds; Attorney Regis-

tration (Amended June 29, 2007, to take effect Jan. 1, 2008; amended June 11, 2021, to take effect Jan. 1, 2022.) (a) Consistent with the requirement of Rule 1.15 of the Rules of Professional Conduct, each attor- ney or law firm shall maintain, separate from the attorney’s or the firm’s personal funds, one or more accounts accurately reflecting the status of funds handled by the attorney or firm as fiduciary or attorney, and shall not use such funds for any unauthorized purpose. (b) Each attorney or law firm maintaining one or more trust accounts as defined in Rule 1.15 of the Rules of Professional Conduct and Section 2- 28 (b) shall keep records of the maintenance and disposition of all funds of clients or of third persons held by the attorney or firm in a fiduciary capacity from the time of receipt to the time of final distribu- tion. Each attorney or law firm shall retain the records required by Rule 1.15 of the Rules of Professional Conduct for a period of seven years after termination of the representation. (c) Such books of account and statements of reconciliation, and any other records required to be maintained pursuant to Rule 1.15 of the Rules of Professional Conduct, shall be made available upon request of the Statewide Grievance Commit- tee or its counsel, or the disciplinary counsel for review, examination or audit upon receipt of notice by the Statewide Grievance Committee of an overdraft notice as provided by Section 2-28 (f). Upon the filing of a grievance complaint or a find- ing of probable cause, such records shall be made available upon request of the Statewide Griev- ance Committee, its counsel or the disciplinary counsel for review or audit. (d) Each attorney shall register with the State- wide Grievance Committee, on a form devised by the committee, the address of the attorney’s office or offices maintained for the practice of law, the attorney’s office email address and business tele- phone number, the name and address of every financial institution with which the attorney main- tains any account in which the funds of more than one client are kept and the identification number of any such account. Such registrations will be made on an annual basis and at such time as the attorney changes his or her address or addresses or location or identification number of any such trust account in which the funds of more than one client are kept. The registration forms filed pursuant to this subsection and pursuant to Sec- tion 2-26 shall not be public; however, all informa- tionobtainedbytheStatewideGrievanceCommittee from these forms shall be public, except the follow- ing: trust account identification numbers; the attor- ney’s home address, unless no office address is registered and then only if the home address is part of the public record of a grievance complaint as defined in Section 2-50 or the attorney uses the attorney’s personal juris number to appear in a matter in this state; the attorney’s office email address; and the attorney’s birth date. Unless otherwise ordered by the court, all nonpublic infor- mation obtained from these forms shall be avail- able only to the Statewide Grievance Committee and its counsel, the reviewing committees, the grievance panels and their counsel, the bar exam- ining committee, the standing committee on rec- ommendations for admission to the bar, disciplinary counsel, the client security fund committee and its counsel, a judge of the Superior Court, a judge of the United States District Court for the District of Connecticut, any grievance committee or other disciplinary authority of the United States District Court for the District of Connecticut or, with the consent of to any other person. Excluding trust account identification numbers, nonpublic information obtained from these forms shall be available to the Department of Revenue Services in connection with the collection of the occupational tax on attorneys pursuant to General the attorney, 131 © Copyrighted by the Secretary of the State of the State of Connecticut