A client comes to see you to make a new will. The client explains that her daughter is her attorney and she has asked her daughter to deal with all of her finances because she is a financial adviser. The client states that she does not know exactly what assets she has, but they do sit down together once a month to go over the finances, and she knows her assets are worth around 邸 , . The client asks if her daughter can be present in the meeting so that she can explain the client's finances to you. At the beginning of the meeting, the client's daughter tells you exactly what assets her mother currently holds. The client's daughter then leaves the room and the client states that she wants her estate to be divided equally between her daughter and her son, who is living in Australia.What professional conduct issues, if any, arise from this meeting?
选项:
A: Although the woman's daughter was present at the outset of the meeting, no professional conduct issues arise
B: As the woman's daughter deals with all of her finances, this means the woman cannot have capacity and you must not act for her
C: As the woman's daughter was present during the meeting, client confidentiality has been breached
D: As the woman's daughter was present during this meeting, there is an automatic presumption of undue influence
E: As the woman was unable to tell you the extent of her estate herself, she does not have testamentary capacity
发布时间:2024-06-11 10:10:54