LAW 680 Lecture Notes - Lecture 63: Fiduciary
9 Jun 2020
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Did tax work for almond enterprises five years ago. You have done no additional work but kept in contact with them with newsletters on tax law and other legal information and phone calls from partners. Yes: continued to stay in contact, no termination letter. No: discrete work that was paid for, non-responsive to newsletters, said no when asked if they need you to do other work. It is more likely that they would nto be considered to be a client. Matter 1: repped almond (tax/bond issue) duties to them examined under 1. 9 xxx. Matter 2: new client star (star v. almond in debt collection) examined under 1. 7 xxx. These show difference between 1. 7 and 1. 9 xxx: hypo: environmental and tax matters for small company client comes in for employment discrim against current small com; -- claims she was fired at local.
