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Sponsored by Lorman Education
Product ID: 399506TMX
 
Credit & Course Provided by:

Estate Planning Ethics

Audio Files and PDF File Come on Flash Drive
Copyright 2016
Audio & Reference Manual$99.00Add to Cart Add to Cart


Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.

This topic includes a basic overview of the ethical rules that affect the estate planner in every day practice. With an attorney's busy schedule, it is difficult to remain current on rules that direct and govern the fundamental duties an attorney encounters while serving the needs of the client. This topic will touch upon the most frequent rules and issues that an attorney engaged in estate planning needs to know. Topics covered will include duties of communication, confidentiality, conflicts, scope of representation, obligations and dealings with third-parties, among other things.Knowledge of the rules of conduct not only benefit your relationship with your clients, it also protects the attorneys from claims for inappropriate behavior.

Authors

John A. Snow, Prince Yeates

Self Study Credit - Audio & Reference Manual

Sponsored by Lorman Education

CLE1.5AK, AZ, CA, GA, HI, IL, ME, MT, NM, NV, NY, UT, VT, WAEthics 1.8
CLE1.8NJ, WVEthics 1.8

Additional Formats

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