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Question Presented: 

An attorney may not directly solicit clients, life insurance agents, other non-lawyers or other lawyers in order to have them introduce clients to the attorney for the purpose of retirement or estate planning. An attorney may not avoid the prohibition against solicitation by delegating a portion of the legal work entailed in retirement and/or estate planning when the attorney continues to advise his or her clients as to the tax and non-tax ramifications of adoption and implementation of qualified retirement plans or estate plans. Such work would involve the practice of law and therefore should not be performed by an attorney on inactive practice status.

This page was last modified on Tuesday, April 3, 2012