[WSBARP] LPL Financial is requesting a Certification of Opinion for the Trust
Rob Rowley
rob at rowleylegal.com
Wed Oct 7 15:02:39 PDT 2015
I have a financial advisor asking me to put together a ‘certificate opinion
for the trust’ of one of my old long-term clients who hold property in a
Washington revocable living trust. The proposed letter is quite detailed
and has lots of warranties on my behalf.
Ethically it screams don't do it.
It's one of those ‘if anything goes wrong, the lawyer gets sued’ letters.
Any experience with these and is there an ethics ruling I can cite to?
Please note that effective May 15, 2015, my new address is 7 South Howard
St., Suite 218, Spokane, WA 99201. All other contact information remains
the same.
*Robert R. Rowley* | Attorney at Law
7 S. Howard St, Suite 218
Spokane, WA 99201
Telephone: (509) 252-5074
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Email: rob at rowleylegal.com
Web Site: www.rowleylegal.com
Practice concentrated on business, real estate and general legal matters in
Washington and Idaho.
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