FLORIDA BAR ETHICS OPINION
July 24, 1967
Advisory ethics opinions are not binding.
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.
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.