Summary
The Indiana Supreme Court approved a conditional agreement disciplining an attorney who provided estate-planning services through United Financial Systems Corporation. The Court found violations involving client consultation, third-party compensation, fee sharing, interference with professional judgment, assistance in the unauthorized practice of law, and improper referrals, and imposed a suspension of at least 180 days without automatic reinstatement.
Holdings
- The Court approved the agreed discipline and suspended Respondent from the practice of law in Indiana for a minimum of 180 days without automatic reinstatement.
Questions Presented
- Whether the Indiana Supreme Court should approve the parties' conditional agreement for discipline based on Respondent's stipulated professional misconduct.
- What discipline was appropriate for Respondent's violations of the Indiana Professional Conduct Rules.
Disposition
other
Cases Cited (2)
- State ex rel. Indiana State Bar Ass’n v. United Financial Systems Corp., 926 N.E.2d 8 (Ind. 2010)(followed)
- Matter of Dilk, 2 N.E.3d 1263 (Ind. 2014)(analogized)
Cited In (0)
No citing cases on record yet.
Court Document
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