An ethics opinion says New Jersey lawyers can refer clients to investment companies in which they own stock and can receive a share of commissions from the client’s dealings.
What’s more, if the investment company advises a client on estate planning, the lawyer can prepare the documents, according to the opinion by the Advisory Committee on Professional Ethics.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
For questions call 1-877-256-2472 or contact us at [email protected]