This CLE webinar will discuss critical issues relating to legal ethics in estate planning, probate, and administration. The panel will explore applicable rules and provide attorneys a deeper understanding of key ethical challenges in estate planning and probate law as well as provide practical tools for navigating these issues in their practice.
Estate planning, probate, and trust administration is a complex field of law involving high stakes decisions that affect individuals and families. Factors such as unforeseen life changes, the involvement of multiple jurisdictions, and vulnerable clients pose unique ethical challenges for trusts and estates counsel and litigators.
When it comes to estate planning and probate, a variety of factors can raise ethical issues such as joint representation, attorneys acting as fiduciaries, and conflicts of interest. Other key ethical issues include confidentiality and privilege, document preparation, and any continuing obligations, which can be particularly challenging.
Counsel must balance zealous representation with the ethical requirement to avoid frivolous claims or misrepresentation, ensuring that their actions align with legal standards while protecting the rights and dignity of their clients.
Listen as the panel discusses applicable rules of professional conduct and provides an in-depth analysis of key ethical challenges in estate planning, probate, and trust administration.
