Why You Should Attend

The ethical challenges that an estate planning lawyer faces may differ from those encountered by other lawyers: representation of more than one family member, a client who is both a fiduciary and a beneficiary, and so on. Such frequent scenarios not only lead to uncommon ethical problems, but also increase exposure to malpractice claims.

Register today for this timely CLE program taught by Fellows of The American College of Trust and Estate Counsel (ACTEC), for expert guidance on how the Model Rules of Professional Conduct apply to the unique ethical scenarios faced by today’s estate and trust practitioner. The program will particularly focus on the recently-released 5th Edition of the ACTEC Commentaries on the Model Rules of Professional Conduct, as well as other recent developments.

What You Will Learn

Topics include:

  - New areas addressed in the ACTEC Commentaries 5th Edition

       o multidisciplinary practice

       o attorney advertising

       o delegation of work to non-lawyers

       o imputation of conflicts of interest

  - Expansion of existing Commentaries due to recent developments

       o Financial Action Task Force

       o elder abuse statutes

  - Other recurring ethical issues

       o representation of multiple generations

       o the challenges posed by clients with diminishing capacity

       o concurrent representation of fiduciary and beneficiary

       o the attorney acting as fiduciary

This interactive seminar offers you the opportunity to ask questions of the faculty by email before and during the program. Ahead of the program, you can access the new ACTEC Commentaries free of charge at:http://www.actec.org/publications/commentaries/.