Author: Alexandre Petraglia

Ethics Opinion 1231

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Topic: Estate-planning lawyer’s financial interest in a company that manages trust assets. Digest: An estate-planning lawyer who has an interest in a nonlegal financial management company that the lawyer hopes to recommend to estate-planning clients as financial manager for the trust assets, has a conflict of interest requiring clients’ informed consent, confirmed in writing, at … Continued

Ethics Opinion 1230

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Topic: Firm names; trade names Digest: A law firm may not include on its letterhead the name of deceased attorney who does not stand in a continuing line of succession with the firm. Rules: 7.5(a) & (b); 8.4(c). FACTS: 1. The inquirer is a solo practitioner who, for sentimental reasons, would like to include his … Continued