American College Exam HS330 Topic 3 Question 104 Discussion

Actual exam question for American College's HS330 exam

Question #: 104
Topic #: 3

[All HS330 Questions]

Which of the following acts by a person other than a lawyer is clearly an unauthorized practice of law?

AA trust officer gives a client advice about the taxation of a trust.

BA CPA designs an estate plan for presentation to a client.

CA sister drafts a will for her brother using printed forms.

DA CLU explains to a client how a life insurance policy may solve estate liquidity needs.

Show Suggested Answer

Suggested Answer: A

by Galen at Dec 05, 2024, 10:23 AM

Limited Time Offer

25%

Off

Get Premium HS330 Questions as Interactive Web-Based Practice Test or PDF

Contribute your Thoughts:

Submit Cancel

Graham

4 days ago

Ha! My grandma could draft a will better than a lawyer. C is the way to go, my friend.

upvoted 0 times

...

Lillian

10 days ago

This is a tricky question, but I'm leaning towards B. Designing an estate plan seems to cross the line into legal advice, even for a CPA.

upvoted 0 times

...

Annalee

12 days ago

But what about option A? Giving tax advice seems like it could be within the scope of a trust officer's duties.

upvoted 0 times

...

Julio

16 days ago

I agree with Dianne. Only lawyers should be drafting legal documents like wills.

upvoted 0 times

...

I think the correct answer is C. Drafting a will using printed forms is clearly an unauthorized practice of law, as it involves the creation of a legal document without the expertise of a licensed attorney.

upvoted 0 times

Eileen

2 days ago

A) A trust officer gives a client advice about the taxation of a trust.

upvoted 0 times

...

Dianne

21 days ago

I think option C is clearly unauthorized practice of law.

upvoted 0 times

...

American College Exam HS330 Topic 3 Question 104 Discussion

Contribute your Thoughts:

Graham

Lillian

Annalee

Julio

Emerson

Eileen

Dianne