Erin Higgins and Conor Slattery authored “More Than You Bargained For: Potential Ethical Violations for Soliciting Gifts or Additional Business From Clients,” for the Boston Bar Association Trusts & Estates section blog.
Read an excerpt from the blog post below.
Share with your network:Estate planning attorneys strive to provide their clients with excellent service, and hope their good work will be rewarded with additional business from the client and the client’s network. However, an estate planning attorney should ensure that the client is freely requesting those additional services, and they are not a result of any unethical solicitation by the attorney. Additionally, an estate planning attorney should never solicit a gift from an estate planning client who is not a close family relative.