SB 5229-S - DIGEST |
(DIGEST OF PROPOSED 1ST SUBSTITUTE) |
Finds that the practice of using "living trusts" as a marketing tool by persons who are not authorized to practice law or who are not acting directly under the supervision of a person authorized to practice law is a deceptive means of obtaining personal asset information and of developing and generating leads for sales to senior citizens. |
Intends to prohibit the marketing of services related to preparation of estate distribution documents by persons who are not authorized to practice law. |