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American College Exam HS330 Topic 3 Question 104 Discussion

Actual exam question for American College's HS330 exam
Question #: 104
Topic #: 3
[All HS330 Questions]

Which of the following acts by a person other than a lawyer is clearly an unauthorized practice of law?

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Suggested Answer: A

by Galen at Dec 05, 2024, 10:23 AM

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Jaime
2 months ago
A, B, and D all seem like reasonable activities for professionals in their respective fields. But C? That's a big no-no. Lawyering is serious business, folks.
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Devora
1 months ago
C) A sister drafts a will for her brother using printed forms.
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Viki
2 months ago
B) A CPA designs an estate plan for presentation to a client.
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Floyd
2 months ago
A) A trust officer gives a client advice about the taxation of a trust.
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Graham
3 months ago
Ha! My grandma could draft a will better than a lawyer. C is the way to go, my friend.
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Gladis
2 months ago
D) A CLU explains to a client how a life insurance policy may solve estate liquidity needs.
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Allene
2 months ago
C) A sister drafts a will for her brother using printed forms.
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Ora
2 months ago
B) A CPA designs an estate plan for presentation to a client.
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Jesus
2 months ago
A) A trust officer gives a client advice about the taxation of a trust.
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Lillian
3 months ago
This is a tricky question, but I'm leaning towards B. Designing an estate plan seems to cross the line into legal advice, even for a CPA.
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Micheline
2 months ago
B) A CPA designs an estate plan for presentation to a client.
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Tamar
2 months ago
A) A trust officer gives a client advice about the taxation of a trust.
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Annalee
3 months ago
But what about option A? Giving tax advice seems like it could be within the scope of a trust officer's duties.
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Julio
3 months ago
I agree with Dianne. Only lawyers should be drafting legal documents like wills.
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Emerson
3 months ago
I think the correct answer is C. Drafting a will using printed forms is clearly an unauthorized practice of law, as it involves the creation of a legal document without the expertise of a licensed attorney.
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Dana
2 months ago
D) A CLU explains to a client how a life insurance policy may solve estate liquidity needs.
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Tayna
2 months ago
C) A sister drafts a will for her brother using printed forms.
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Kanisha
2 months ago
B) A CPA designs an estate plan for presentation to a client.
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Eileen
3 months ago
A) A trust officer gives a client advice about the taxation of a trust.
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Dianne
3 months ago
I think option C is clearly unauthorized practice of law.
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