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Ethical Considerations in Acting as an Executor or Trustee: Do You Really Want to Do This? (Audio Product)
Ethical Considerations in Acting as an Executor or Trustee: Do You Really Want to Do This? (Audio Product)
This session will review the ethical considerations that lawyers and other professionals must take into account when deciding whether to be named as an executor or trustee and when acting as an executor or trustee
as well as the ethical challenges lawyers encounter in representing executors and trustees. Among the subjects to be covered are:
-Avoiding conflicts of interest;
-Communications with beneficiaries and third parties;
-Hiring the lawyer’s firm to represent the trust or estate, how to and not to charge fees,
-Confidentiality of information, including possible responsibilities to the IRS;
-Who is the client when the lawyer represents the executor or trustee?
-Having the requisite level of skill and competence to represent the executor or trustee or act as executor or trustee
.
$00
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$00
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Ethical Considerations in Acting as an Executor or Trustee: Do You Really Want to Do This? (Audio Prodcut)
Product Details
Sponsors
Section of Real Property, Trust and Estate Law
Product Code
5430882AUD
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