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

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Jaime

1 months ago

A, B, and D all seem like reasonable activities for professionals in their respective fields. But C? That's a big no-no. Lawyering is serious business, folks.

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Devora

5 days ago

C) A sister drafts a will for her brother using printed forms.

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Viki

25 days ago

B) A CPA designs an estate plan for presentation to a client.

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Floyd

1 months ago

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

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Graham

2 months ago

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

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Gladis

19 days ago

D) A CLU explains to a client how a life insurance policy may solve estate liquidity needs.

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Allene

23 days ago

C) A sister drafts a will for her brother using printed forms.

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Ora

1 months ago

B) A CPA designs an estate plan for presentation to a client.

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Jesus

1 months ago

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

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Lillian

2 months 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.

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Micheline

1 months ago

B) A CPA designs an estate plan for presentation to a client.

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Tamar

1 months ago

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

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Annalee

2 months ago

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

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Julio

2 months ago

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

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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.

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Dana

25 days ago

D) A CLU explains to a client how a life insurance policy may solve estate liquidity needs.

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Tayna

1 months ago

C) A sister drafts a will for her brother using printed forms.

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Kanisha

1 months ago

B) A CPA designs an estate plan for presentation to a client.

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Eileen

2 months ago

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

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Dianne

2 months ago

I think option C is clearly unauthorized practice of law.

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American College Exam HS330 Topic 3 Question 104 Discussion

Contribute your Thoughts:

Jaime

Devora

Viki

Floyd

Graham

Gladis

Allene

Ora

Jesus

Lillian

Micheline

Tamar

Annalee

Julio

Emerson

Dana

Tayna

Kanisha

Eileen

Dianne