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A Paralegal Worked for an Estate Planning Client

Question 21

Multiple Choice

A paralegal worked for an estate planning client. In a meeting with the client, the client showed the paralegal many photographs of the client's valuable assets, including several expensive paintings. The paralegal stated that the paintings were quite good and that he would like to own good paintings someday. The client then said, "Consider this one yours. Put a bequest in my will that gives the painting to you." Can the will include a provision that leaves the painting to the paralegal?


A) Yes, because the client can distribute her property however she wishes.
B) Yes, unless the client is related to the paralegal.
C) No, because the paralegal's statement will be seen as soliciting a gift.
D) No, because the paralegal has not obtained authorization from his employer.

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