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.