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The Florida Bar
www.floridabar.org
PROFESSIONAL ETHICS OF THE FLORIDA BAR

OPINION 67-15
July 24, 1967

The rationale of Opinion 67-14 precludes a lawyer from preparing a trust pursuant to a referral from a trust company in the absence of direct contact with the client.

Canon: 35
Opinion: 67-14

Chairman MacDonald stated the opinion of the committee:

A member of The Florida Bar inquires as to whether or not a lawyer may prepare a trust for a client pursuant to a referral from a trust company without otherwise contacting the client. For the reasons indicated in our Opinion 67-14 we conclude that he may not.

[Revised: 08-24-2011]