Practice Tools

ISBA Ethics Opinions on Business Transactions with Clients


  • Lawyer owner and officer of financial institution serving as counsel to municipality which does business with financial institution : 13-04
  • Lawyer acting as a trust administrator for, and being compensated by, investment trust company : 99-06
  • Lawyer paid fees for making referrals between inventor clients and product promoter clients : 98-03
  • Lawyer owned corporation preparing and placing public notice advertisements : 97-07
  • Fee for referring clients to other nonlawyer professionals : 97-04
  • Lawyer as title insurance agent : 93-01
  • Lawyer acting as insurance and investment professional : 90-32
  • Soliciting clients to become customers of lawyers business : 90-02
  • Lawyer as insurance agent : 89-14
  • Lawyer as real estate broker, or members of lawyer’s firm, representing lawyer/broker’s real estate customers : 84-14
  • Lawyer member of Attorney’s Title Guaranty Fund using ATG services while representing seller of real estate : 841