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CPR 241

Adopted: July 13, 1979

Inquiry: Attorney A is a licensed practicing attorney in North Carolina. Attorney A is also an insurance salesman for a reputable insurance company.

1. May Attorney A ethically practice law and engage in the business of selling insurance in North Carolina?

Opinion: Yes.

2. May Attorney A sell life insurance to a client for whom he is preparing a will, trust or an estate plan?

Opinion: No.

3. May Attorney A prepare wills and trust agreements for his insurance customers?

Opinion: Yes, but only if there is no relevant relationship whatever between the legal services rendered and the insurance purchased by such client. Attorney A is required to keep his insurance agency business and his legal practice separate in all respects.

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