Green v. Huntington National Bank of Columbus

The first question to be decided is whether what defendant does in its “estate analysis” program amounts to the practice of law.

The Court of Appeals found in substance that, in defendant’s conduct of that program, the defendant provides “specific legal information in relation to the specific facts of a particular person’s estate * * * for the purpose of obtaining a more beneficial estate condition in relation to tax and other consequences of death.” We believe that the record fully supports such a finding even if we confine the word “consequences” to “legal consequences”; and we believe that…