Unit 4: Unit 4: Financial Planning – Short Paper: Financial Planning for the Ewings Financial Planning for the Ewings For this week’s Short Paper assignment, first review the latest developments with the Ewings family. Your supervising attorney has requested that you draft a memo in which you identify the major issues and questions that need to be researched in order to assist the Ewings with this emergency financial planning. Since your initial review of the file, you also discover that your law firm has represented Joch for the past 10 years. As you begin working on the memo for your supervising attorney, Joch’s son-in-law, Cliff, comes to the office and demands to speak with an attorney. He wants the firm to represent him with respect to the embezzlement claims by the company. In addition to addressing Joch’s financial planning issues in the memo, your supervising attorney has now asked you to also asked to consider whether the firm can represent Cliff while also representing Joch. He wants you to analyze and reach a conclusion as to whether to firm can take on Cliff as a client. For your reference, you may wish to review the ABA Model Rules of Professional Conduct. Short Paper Assignment************************ To summarize, your Short Paper for this week is to write a memo to your supervising attorney that includes: A discussion of the major issues and questions that need to be researched in order to assist the Ewings with their emergency financial planning. An analysis and recommendation as to whether the firm can take on Cliff, Joch’s son-in-law, as a client. Submit your memo to the Dropbox by the end of Unit 4.
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