Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

An elderly client, Juan Martinez, comes to lawyer Sally Phillips for a power of attorney and revocable living trust.Sally asks paralegal Jane Grisham to include

An elderly client, Juan Martinez, comes to lawyer Sally Phillips for a power of attorney and revocable living trust.Sally asks paralegal Jane Grisham to include the following provisions in the legal documents:Sally is named as the lawyer and co-trustee and each of Sally's five children is given a gift of $5,000 under the trust.As far as Jane knows, Sally and Juan are not related.

a. What ethics rules are implicated in the trust provisions?

b. Will these provisions be held void and unenforceable?

c. What other information do you need to decide?

d. What should Jane do if she finds that Sally and Juan are not related and that Sally did not advise Juan about the conflict?

All information is included. No other information is missing.

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image_2

Step: 3

blur-text-image_3

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Constitutional Law A Contemporary Approach

Authors: Gregory Maggs, Peter Smith

5th Edition

1684675715, 978-1684675715

More Books

Students also viewed these Law questions

Question

What does this look like?

Answered: 1 week ago