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

    Planning, Perils and Prevention:  Managing Risk in Your Trusts and Estates Practice AUDIO DOWNLOAD
    CLE 90 min

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

    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.

     

     

    SPEAKERS

     

    David E. Lieberman

    LEVIN SCHREDER CAREY, Chicago, IL

     

    Anthony E. Davis

    Hinshaw & Culbertson LLP, New York, NY

     

    $90
    NON-MEMBERS
    $70
    MEMBERS
    $50
    SECTION MEMBERS
    *Additional discounts may apply at checkout

    Log In to view your rate

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430838AUD

    Related On-Demand CLE

    Related Events