These summaries were prepared by McGuireWoods LLP lawyer Thomas E. Spahn. They are based on the letter opinions issued by the Virginia State Bar. Any editorial comments reflect Mr. Spahn's current personal views, and not the opinions of the Virginia State Bar, McGuireWoods or its clients. 
 
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38-Fee Splitting
39-Miscellaneous
[WITHDRAWN 9/16] A lawyer can represent clients referred by a financial advisor, and work with the financial advisor to prepare various forms that the client needs (the lawyer would separately charge fees for the lawyer's services, and not split fees with the financial advisor). However, the lawyer must avoid aiding the financial advisor in completing any forms, to the extent that such action constitutes the unauthorized practice of law.

Copyright 2000, Thomas E. Spahn