Mar

    Planning, Perils and Prevention: Managing Risk in Your Trusts and Estates Practice

    12 PM GMT

    The program will use hypothetical scenarios to review professional responsibility issues that arise in a trust and estate planning practice, including the representation of spouses, and of family members from different generations.  The presentation will focus on the application of the rules governing conflicts of interest and confidentiality in the estate planning context, as well as the representation of clients under a disability.  

     

    Our panelist will discuss:


    ·         Rules governing conflicts of interest;
    ·         Rules governing confidentiality;
    ·         Intergenerational representation;
    ·         Joint versus multiple representation;
    ·         Representation of clients under a disability;
    ·         Drafting Issues;
    ·         Representing fiduciaries; and
    ·         What does risk management look like for the Trusts and Estates Practice.

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    ALL PARTICIPANTS MUST REGISTER

    Cancellations and requests for refunds will be honored on the following basis: Two business days or more, 100% refund; one business day or less, 100% refund minus the $25 administrative   fee.  Substitute   registrants   are welcome.  The ABA will seek 1.5 hours of CLE credit in 60-minute states  and  1.8  hours  of  CLE  credit  in  50- minute states in states accrediting ABA live webinars and teleconferences.* Credit  hours  granted  are  subject  to each state’s approval and credit  rounding rules.     NY- licensed attorneys:  This non-transitional CLE program has   been   approved   for    experienced   NY-licensed attorneys in accordance with the requirements of the New York State CLE Board for 1.5 New York CLE credits.

     

    * Scholarship applications are available upon request. 

    ** Free Law Student registration is for webcast only.  *The ABA does not seek direct accreditation of live webinars and teleconferences in FL, ID, ME, NE, NJ, OH, PA, RI, and WY. Some states allow attorneys to earn credit   through   reciprocity   or   self-submission.   View   accreditation information for your state at www.americanbar.org/mcle.

    Event Details

    Format

    Web

    Date

    Mar 03, 2015

    2015-03-03T12:00:00 2015-03-03T13:30:00 Planning, Perils and Prevention: Managing Risk in Your Trusts and Estates Practice

    The program will use hypothetical scenarios to review professional responsibility issues that arise in a trust and estate planning practice, including the representation of spouses, and of family members from different generations.  The presentation will focus on the application of the rules governing conflicts of interest and confidentiality in the estate planning context, as well as the representation of clients under a disability.  

     

    Our panelist will discuss:


    ·         Rules governing conflicts of interest;
    ·         Rules governing confidentiality;
    ·         Intergenerational representation;
    ·         Joint versus multiple representation;
    ·         Representation of clients under a disability;
    ·         Drafting Issues;
    ·         Representing fiduciaries; and
    ·         What does risk management look like for the Trusts and Estates Practice.

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