Columbus Bar Assn. v. Fishman

{¶ 1} Respondent, Andrew M. Fishman of Columbus, Ohio, Attorney Registration No. 0031290, was admitted to the Ohio bar in 1965. Under a February 1998 contract with American Heritage Corporation (“AHC”), a Nevada corporation that sells fixed annuities, AHC and respondent marketed living trusts to elderly consumers. 1 They also arranged for AHC-affiliated insurance agents to try to sell insurance to those who had purchased the living trust agreements.

{¶ 2} Initially, AHC sent direct-mail solicitations to consumers based on a retirement-age-or-older demographic. Respondent did not participate or…