This Bears Repeating…Lawyers Beware of Wire Transfer Fraud

November 21, 2022

LPL Advisory For Allied World Policyholders

Wire transfer scams intended to divert and fraudulently acquire client funds associated with business deals, real property transactions, and settlements are becoming more and more sophisticated.

In this monthly tip, we break down North Carolina State Bar 2020 Formal Ethics Opinion 2 (the “Opinion”), addressing a lawyer’s responsibility in avoiding fraudulent attempts to obtain entrusted client funds. We also offer practical strategies for implementing reasonable security measures.

 

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