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Missouri Formal Opinion 128

The Advisory Committee of the Missouri Supreme Court recently issued a Formal Opinion 128 regarding nonrefundable fees.  Please click here to read the Opinion.

Ethically Dividing Fees

Application of the Rules of Professional Conduct on division of fees when a lawyer leaves the firm. SUPERCEDED by Rule 4-1.5 in Missouri.

Due Diligence and Investment Education to Plan Participants

Your Clients Need Help: Protect Them - Trading-in a traditional Defined Benefit Plan for a new 401(k) Plan does not eliminate a plan sponsor's fiduciary responsibility - or potential liability. You can help your clients stay out of trouble with some important and necessary "heads up" advice.

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WARNING AND DISCLAIMER: The information herein was prepared by The Bar Plan Mutual Insurance Company for general information purposes, and should not be construed as legal advice or legal opinion with regard to any specific circumstance or set of facts. The reader must conduct independent research and analysis to determine all possible and appropriate legal and ethical issues that might apply to a specific situation and the best way to address these issues in the jurisdiction where the reader is located. Professional Conduct Rules vary from state-to-state. Depending on the location of the reader, the information in this article may are may not be applicable.

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