The Tax Edge

An Arizona Hearing Panel has reprimanded an attorney not licensed in the state for his conduct in operating a company called “The Tax Edge.” The company documents referred to the attorney as the legal document preparer and identified his credentials as “JD, LLM.”

The attorney “took advantage of [a] Decedent, who suffered from Multiple Sclerosis, and was an alcoholic, so that he could write himself into Decedent’s trust documents as a beneficiary.’

He was nowhere to be found when the bar began to look into his conduct.

But

If Respondent had been an Arizona attorney, the Hearing Panel would have ordered disbarment.

(Mike Frisch)