The Florida Bar

Ethics Opinion

Opinion 67-48

January 8, 1968
Advisory ethics opinions are not binding.
A member of The Florida Bar may participate in a seminar on estate planning to be conducted at
an apartment house by a bank.


Chairman MacDonald stated the opinion of the committee:
A member of The Florida Bar inquires as follows:
I have received an invitation to be a speaker at a seminar on estate planning
to be held in January, 1968, sponsored by The ________ First National Bank.
As I understand it, the seminar will be held at the ____________ House, in
___________, Florida, for the residents of the ___________ House. I further
understand that the ___________ First National Bank has been holding similar
seminars for many years on ___________ at various large high-rise apartment
houses at which seminars members of the ___________ County Tax Bar have
been speakers. The purpose of these seminars is educational.
I have been informed that a brief announcement is sent out to the residents of
the high-rise apartment house indicating the date, time and place of the meeting. I
further understand that on the announcement no speaker’s name is mentioned. It
is merely indicated that a local attorney, or a Florida attorney, or a Florida tax
attorney will be one of the speakers.
I anticipate that my speech will concern estate planning in general without
reference to any specific problems or situations.
We find nothing improper about participation of the inquirer in this seminar.