Ethics in Moonlight, er, La La Land

05 Oct 2017
9:40 am - 10:55 am

Ethics in Moonlight, er, La La Land

CLE Eligible

This informative and entertaining session will cover several of the ethical dilemmas estate planning professionals encounter in everyday practice. Specific topics to be addressed include representation of married couples, representation of estate administrators, duties to beneficiaries, and representing clients with diminished capacity. Attendees will be able to: (1) explain the ethical limitations and responsibilities of representing multiple parties in the estate planning context; (2) assess potential conflicts of interest and how to handle them; and (3) draft engagement letters and fee agreements that comply with applicable rules of professional conduct.