Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, August 1, 2014

Lawyer Disbarred for Living Trust Scam

Gavel2After participating in a living trusts scam, a Pennsylvania lawyer has been disbarred. The Pennsylvania Supreme Court issued the order on Monday. The lawyer was working with non-lawyer salespeople who would take marketing brochures created by the attorney to the home of elderly individuals. The salespeople would collect fees, and have the individuals fill out forms and sign documents, which would then be returned to the attorney for him to draft the trusts. The attorney did not interact with the clients accept through these forms collected at the client’s home and the preprinted brochures.

See Jeffrey Marshall, Living Trust Flimflam Gets PA Lawyer Disbarred, Marshall, Parker and Weber, July 30, 2014.

Special thanks to Brian Cohan (Attorney at Law, Law Offices of Brian J. Cohan, P.C.) for bringing this article to my attention.


Estate Planning - Generally, Non-Probate Assets, Professional Responsibility, Trusts | Permalink

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