BarbriSFCourseDetails
  • videocam On-Demand
  • signal_cellular_alt Intermediate
  • card_travel Ethics
  • schedule 90 minutes

Representing Fiduciaries: Legal Ethics for Counsel and Pitfalls to Avoid

Understanding Fiduciary Risks, Fee Agreements and Disclosures, Confidentiality Issues, and More

$197.00

This course is $0 with these passes:

CLE
ALL
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Description

Attorneys providing services to fiduciaries may result in a variety of ethical issues. Counsel must adhere to various state rules, understand best practices for fees, maintain guidelines for handling conflicts of interest, and address other challenges that will arise.

The importance of identifying ethical issues is essential when representing fiduciaries, such as trustees, executors, advisers, and guardians. Attorneys have to explore the complexities of balancing duties to the fiduciary as the client while also adhering to their responsibilities to the practice of law, such as (1) the duty of loyalty and confidentiality; (2) conflicts of interest between fiduciaries and beneficiaries; (3) handling disputes involving fiduciaries while maintaining compliance with the Rules of Professional Conduct; and (4) advising fiduciaries on their legal and ethical responsibilities.

Listen as our panel discusses obligations and risks for fiduciaries, identifying who is being represented, ethical risks concerning third-party payors, and other key items to minimize potential liability.

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

  • An excellent opportunity to earn Ethics CLE credits. Note: BARBRI cannot guarantee that this course will be approved for ethics credits in all states. To confirm, please contact our CLE department at pdservice@barbri.com.


  • Live Online


    On Demand

Date + Time

  • event

    Wednesday, March 19, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

  1. Types of fiduciary relationships and fiduciary obligations
  2. Risks of fiduciary representation
  3. Fee agreements, disclosures, and third-party payments
  4. Client communications and confidentiality issues
  5. Best practices for counsel

The panel will discuss these and other key issues:

  • Understanding the ethical risks associated with representing fiduciaries
  • Determining who is the client and establishing an attorney-client relationship
  • Key provisions for fee agreements and disclosures
  • Third-party payments
  • Handling confidentiality issues and conflicts of interest
  • Best practices for counsel providing services to fiduciaries