Ethics for the Estate Planner
New York Law School, 3:15 PM GMT
This presentation deals with two important aspects of representing clients in the course of estate planning: problems of confidentiality and loyalty which are particularly acute when representing couples, and problems of possible undue influence exercised by a lawyer, not related to the testator, who drafts a will which makes a gift to the lawyer or to a member of the lawyer's family. The Model Rules of Professional Conduct will cover: 1.5 Fees; 1.6 Confidentiality of Information; 1.7 Conflict of interest: Current Clients; and 1.8 Conflict of interest: Current Conflicts Specific Rules.
- William LaPiana, New York Law School, New York, NY
- Jeffrey Pennell, Emory University School of Law, Atlanta, GA
Speakers and topics are subject to change. © 2014 American Bar Association. All rights reserved.