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Product ID: 399506EAU
 
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Estate Planning Ethics

OnDemand Webinar (85 minutes)

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

Agenda

Duties of Communication

Confidentiality

Conflicts

Scope of Representation

Obligations and Dealings With Third-Parties

Additional Formats

Audio & Reference ManualMore Info