Your colleague returns from a home visit appointment with a client for whom he has been acting for the past two months and tells you that the client has asked him to draft a lifetime trust, the beneficiaries of which are to be your colleague, his wife and their two children. The client, whose total assets are currently worth £3. 5 million, would like to gift £20, 000 to the trust. Your colleague tells you that he is worried the trust could be called into question if he drafts it and asks you to do so instead, telling you that his attendance note from the meeting contains all the information you will need. On reading the note, you see that the client's primary objective is the avoidance of inheritance tax and that your colleague had advised to 'make as many lifetime gifts as possible'.How should you proceed?
选项:
A: Draft the trust based on the details from your colleague's attendance note, as he will no doubt check it for accuracy before it is sent to the client
B: Explain to your colleague that the conduct rules state that another firm of solicitors should draft the trust
C: Refuse to draft the trust and report your colleague to the SRA
D: Tell your colleague that you are concerned the trust raises professional conduct issues and suggest he discusses it with a supervising or managing partner
E: Visit the client to obtain instructions yourself before agreeing to draft the lifetime trust
发布时间:2024-04-17 20:37:50