Lessons from an Attorney Disbarment

By Jill Roamer, JD, CIPP/US on Dec 29, 2020 8:15:00 AM

Lessons-from-an-Attorney-Disbarment

Reading that another attorney has been disbarred is never good news; we don’t delight in the misery of others. But we can learn lessons from their mistakes. Let’s take a deeper dive into The North Carolina State Bar v. Erickson to see how we can more understand how to better serve clients.

Ms. Erickson was admitted to the North Carolina State Bar in 2015. She began her career at a law firm, but was discharged in 2018 after certain grievances were filed against her with the State Bar. Those grievances are as follows:

Complaint 1:

Ms. Erickson represented Client 1 in a proceeding to sell the home of Client 1’s deceased husband. Ms. Erickson attempted to notify Client 1’s children and obtain their consent to the sale of the home. In a meeting with Ms. Erickson, Client 1 presented a man that Client 1 claimed to be her son. The man signed the required document and Ms. Erickson notarized it. The man was, in fact, not Client 1’s son. Ms. Erickson did not check the man’s identification upon notarization.

Topics: legal news
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Current Developments in Estate Planning and Business Law: December 2020

By WealthCounsel Staff on Dec 11, 2020 10:00:00 AM

monthly-recap (1)

From changes in the tax assessments of inherited property in California to new Paycheck Protection Program (PPP) guidance regarding the nondeductibility of expenses paid by PPP loans, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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Current Developments in Estate Planning and Business Law: November 2020

By WealthCounsel Staff on Nov 23, 2020 4:33:37 PM

monthly-recap (1)


From the imposition of transferee liability for estate taxes to actions arising from the misclassification of workers, we have seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted a few noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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