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American College HS330 Exam - Topic 3 Question 128 Discussion

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.
D) Neither I nor II
A) l only
B) II only
C) Both l and ll

American College HS330 Exam - Topic 3 Question 128 Discussion

Actual exam question for American College's HS330 exam
Question #: 128
Topic #: 3
[All HS330 Questions]

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.

Show Suggested Answer Hide Answer
Suggested Answer: D

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Willetta
3 days ago
I feel like it's A. The trust officer is just giving tax info, not legal advice.
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Alex
9 days ago
I disagree, it's B. Only the CPA is crossing the line.
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Luis
14 days ago
I think it's C. Both actions seem like legal advice.
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Ellsworth
19 days ago
I thought CPAs were allowed to do that, interesting!
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Miriam
24 days ago
Definitely I only, the CPA is crossing a line.
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Bulah
29 days ago
Wait, can a trust officer really give tax advice?
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Wilburn
1 month ago
I disagree, CPAs can advise on estate planning.
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Laticia
1 month ago
I think both I and II are unauthorized practices.
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Jeanice
1 month 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.
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Enola
2 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.
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Clemencia
2 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?
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Delila
2 months ago
I remember discussing how giving tax advice can sometimes cross into legal territory, so I think I might lean towards option C.
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