chevron-down Created with Sketch Beta.

    Formal Ethics Opinion 02-428 (ebook)

    Formal Ethics Opinion 02-428 (ebook)

    Formal Ethics Opinion 02-428 (ebook)

    Under the Model Rules of Professional Conduct, a lawyer may, on the recommendation of a person who is a potential beneficiary, draft the testator's will, provided Rule 5.4(c) is satisfied and any informed consents required by other rules are obtained.
    *Additional discounts may apply at checkout

    Log In to view your rate

    Unlock the discounted member rate

    Join first as a member, and then purchase this product at special member pricing

    Join Now

    Drafting Will on Recommendation of Potential Beneficiary Who Also is Client If the person recommending the lawyer also agrees to pay or assure the lawyer's fee, the testator's informed consent to the arrangement must be obtained and the other requirements of Rule 1.8(f) satisfied. When the person recommending the lawyer is a current client of the lawyer, the lawyer should obtain clear guidance from the person and the testator as to the lawyer's use or revelation of protected information of each in representing the other. The lawyer also must assure compliance with any requirements of Rule 1.7 that are implicated under the circumstances.

    Product Details

    Product Code


    Publication Date

    8/1/2002 12:00:00 AM

    Related On-Demand CLE

    Related Events