I have dealt with many lawyers over the years, and the only ones who ever had any involvement in financial matters were the two who were also CPAs.
Who in their right mind would ever let their lawyer prepare their financial records? That’s like asking your accountant for medical advice.
Agreed. However, I’ve had numerous clients ask me to do things outside the purview of me being their counsel.
Maybe he stayed at a holiday inn.
That is what stood out for me to.