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4 New Haven Cnty. B. Ass'n 1 (1928)

handle is hein.barjournals/bullehaca0005 and id is 1 raw text is: NEW HAVEN COUNTY BAR ASSOCIATION BULLETIN NUMBER 4. OCTOBER, 1928. In accordance with the suggestion of the Executive Committee that the reports of the committees of the Bar be printed and submitted to the Bar for consideration, the following are submitted: REPORT OF OFFICER'S COMMITTEE With a view to promoting a real co-operation with lawyers, the Corpor- ate Fiduciaries Association of New Haven, through its Executive Com- mittee drafted the following proposed rules to govern such relations. 1. A member of the Association should not prepare wills for customers and for this purpose an attorney should be employed and paid by the party making the will. This is not intended to exclude attorneys who are directors but is intended to exclude employees of the organization. This rule includes the preparation of codicils as well as original wills. 2. When a member is consulted about the preparation of a will the customer should always be advised to consult his own attorney. In the event that he has no regular attorney it is proper to give him the names of several capable lawyers who might be employed for the purpose, but it is not good policy to recommend one of these above the others. In the event that the customer insists, it may be neces- sary to advise him as to his choice, but this should be avoided wherever possible. 3. It is advisable for a member to consult with the attorney who prepares a will under which the member is to act as executor or as trustee and it is always proper to suggest this to the customer and to the attorney. It can not, of course, always be insisted upon. 4. It is advisable that a testator have full opportunity to consult with the attorney who prepares his will entirely outside the presence of any officer of the member. It must not be forgotten that the relationship of attorney and client exists in a peculiar degree in the

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