Investor Presentaiton

CASE EXAMPLES INVOLVING UPL- PARALEGALS John Doe, a paralegal in a law firm, wanted to conduct educational seminars for the public related to wills and trust. The court also considered whether it was UPL for a paralegal to meet with clients privately to answer general questions about wills, trusts, and estate planning. Court found that offering legal presentations to the public and answering estate planning questions in legal seminars or private client interviews constitutes the practice of law. • Court also reiterated that a paralegal's preparatory tasks must be done under an attorney's supervision and that answering legal questions constitutes UPL. Doe v. Condon, 341 S.C. 22, 532 S.E.2d 879 (2000)

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