Hi, I’m Deb Hoskins, an elder law and estate planning attorney from Colorado Springs, Colorado. I also hold a Master of Science Degree from the College for Financial Planning and am a Certified Financial Planner. This presentation was originally recorded for the Alliance of Cambridge Advisors, a group of fee-only financial planning professionals; and now I’m offering it to the College for Financial Planning. 1. My first goal for this session is to give you practical information on establishing relationships with attorneys for your client referrals and give you some tips on working with those attorneys. I’ll highlight some of the rules of professional conduct by which attorneys must abide and give you some insight on their expectations for a working relationship with you. 2. My second goal for this session is to give you practical general information on avoiding a charge of unauthorized practice of law—what can you say, what shouldn’t you say to your clients about estate planning? I’ll explain general legal concepts and principles for your consideration. I want to make it clear, however, that no attorney-client relationship exists between me and any listener of this presentation. I make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information in this presentation. Because legal advice must be tailored to the specific circumstances of each client case and laws are constantly changing, nothing should be used as a substitute for the advice of competent counsel. If that sounds like a standard disclaimer, it is. I’ll talk about the wisdom and necessity of such a disclaimer, which you may want to adopt for your own protection.
Let us begin this informative audiotape presentation by Deb Hoskins.