Ethics: Overcoming Potential Conflicts when Representing Parents, Children, Trustees, and Beneficiaries
Conflicts of interest, confidentiality, diligence, and more. The ethical requirements for lawyers are vast and must be taken seriously. However, much of the literature and focus of the rules relates to adversarial or litigation matters making applying the rules to an elder law or estate planning engagement involving multiple family members or generations sometimes tricky. Join Todd Whatley’s discussion of the fundamental rules and their application to common estate planning and elder law fact patterns in this engaging session.