Legal Opinion

Florida Bar re Advisory Opinion—Nonlawyer Preparation of Pension Plans

Supreme Court of Florida

Decided November 29, 1990No. 74479PublishedCited by 2 opinions

1Opinion of the Court

OVERTON, Justice.

The Florida Bar’s standing committee on the unlicensed practice of law petitions this Court to approve a proposed opinion finding certain nonlawyer involvement in the area of designing and preparing pension plans and advising clients concerning such plans to be the unlicensed practice of law. Approval of the proposed opinion is sought in accordance with rule 10-7.1 of the Rules Regulating The Florida Bar. We have jurisdiction. Art. V, § 15, Fla. Const. Given the state of this record, we disapprove the proposed opinion.

The executive council of the tax section of The Florida…

2Cases cited11 opinions

  1. Sperry v. Florida Ex Rel. Florida BarSupreme Court of the United States · 1963
  2. State Ex Rel. Florida Bar v. SperrySupreme Court of Florida · 1962
  3. Florida Bar v. BrumbaughSupreme Court of Florida · 1978
  4. Genter v. Acme Scale & Supply Co.Court of Appeals for the Third Circuit · 1985
  5. The Florida Bar v. MosesSupreme Court of Florida · 1980

6 more not listed; retrieve them via the Exa API.

3Cited by2 opinions

  1. Florida Bar re Advisory Opinion-Nonlawyer Preparation of Living TrustsSupreme Court of Florida · 1992
  2. The Florida Bar v. SmaniaSupreme Court of Florida · 1997

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