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4/11/2024· Ethics / Ethical Duties

Business Transactions with Clients - A Trap for The Unwary Practitioner

By: William A. Muñoz, Esq

The Lawyer’s Lawyer is turning its attention to a situation that most of you have probably not considered in your practice, but have unknowingly participated in – business transactions with a client. The significance of this is that not recognizing when you are involved in a business transaction with a client,

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5/22/2020· Ethics / Ethical Duties

Financial Advisors: What Is A Fiduciary And Why Does It Matter?

By: Marguerita Cheng

When selecting a financial advisor, people are often confronted with a seemingly simple yet undeniably important question: What is a fiduciary and why does it matter?

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