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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LEO NumTopicsSummary

16-Lawyer's Personal Interests

22-Interviews with Prospective Clients

31-Protecting and Disclosing Confidences and Secrets

A lawyer could work with a securities broker/ insurance agent in making presentations to potential clients, but must be careful to obtain the new client's consent to have the broker/agent present during any conversations protected by the attorney-client privilege.

Copyright 2000, Thomas E. Spahn