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Which of the following acts by a person other than a lawyer is (are) clearly an unauthorized practice of law?
l. A trust officer gives a client advice about the taxation of a trust.
ll. A CPA designs an estate plan for presentation to a client.
Suggested Answer: D
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12 comments · newest first
WI
Willetta
2 months ago
I feel like it's A. The trust officer is just giving tax info, not legal advice.
AL
Alex
2 months ago
I disagree, it's B. Only the CPA is crossing the line.
LU
Luis
2 months ago
I think it's C. Both actions seem like legal advice.
EL
Ellsworth
2 months ago
I thought CPAs were allowed to do that, interesting!
MI
Miriam
2 months ago
Definitely I only, the CPA is crossing a line.
BU
Bulah
2 months ago
Wait, can a trust officer really give tax advice?
WI
Wilburn
3 months ago
I disagree, CPAs can advise on estate planning.
LA
Laticia
3 months ago
I think both I and II are unauthorized practices.
JE
Jeanice
3 months ago
This is tricky! I thought trust officers could give some advice, but I'm not confident. I might just go with D since I can't remember the specifics.
EN
Enola
3 months ago
I practiced a similar question about non-lawyers giving legal advice, and I think both actions could be seen as unauthorized. So, I might go with C.
CL
Clemencia
3 months ago
I'm not entirely sure, but I feel like CPAs can provide some financial planning without it being unauthorized practice. Maybe it's just I?
DE
Delila
4 months ago
I remember discussing how giving tax advice can sometimes cross into legal territory, so I think I might lean towards option C.