"Safeguarding God's People and Property."

Presented by Sharonrose Cannistraci, Esq.
 

 
 
 
 
 
 
 
 
 
 
 
 
 
Q: Should a Church Sponsor Consumer Products or Services?

Dear Attorney:

A company has asked me to introduce their legal services plan to my congregation. Many of my members either cannot afford a lawyer or do not know a trustworthy lawyer in our town. The plan would give members several hours of legal advice as well as drafting simple legal documents for a stated price. Do you see any pit falls in allowing this company to speak to our members about an affordable legal services plan?

North Bay Pastor

Attorney Answer

Dear North Bay Pastor:

There is an old adage, “You get what you pay for.” More to the point, are you qualified to assess the legal needs of your members? Do you know whether the plan is adequate to meet these needs, including wealthier members? Have you investigated the reputation and financial soundness of the company offering this plan? Do you know the qualifications and experience of the attorneys who will be giving legal advice to members. By way of example as to how the recommendation could go awry, what if you recommend this plan to a member who then has a simple will drawn-up under the plan, rather than a complete estate plan, and as a result the member’s children (who are also members of the church) lose half of their inheritance to estate taxes? For these reasons, we recommend the church exercise due diligence in making church sponsored recommendations regarding secular consumer products and services.
The above is a hypothetical case involving fictional clergy members. Any similarity to a specific person is purely a coincidence. If you have a hypothetical question that you wish to have anonymously published or if you wish to comment on this hypothetical, please contact us. The comments herein are not intended as a substitute for legal advice about a specific situation. Any clergy who is faced with a legal issue is urged to consult legal counsel familiar with their case to protect both themselves and their church.
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