As fiduciary litigator Tim Holman explains in his brief but powerful presentation, there are a number of easy steps an estate planner, or any lawyer who needs a guardian within his own family, can take early in the game to minimize or eliminate problems later on. Invest just sixty minutes, and incorporate Tim’s tips and Executive Summary into your guardianship checklist. Breathe easier knowing you have thwarted common problems often forgotten at the time of creation.
- Who is the client or potential client?
- What is your purpose in talking to someone other than your client or potential client?
- If you rule out an actual conflict, what are the potential conflicts down the road?
- How does a great lawyer handle multiple client representation?
- In potential multiple client representation, what’s the best way to disclose possible conflicts, and get informed consent and waivers?
- When and how is informed consent effective in Pa.?
- When should you, as the incapacitated person’s lawyer, file a Guardianship, and / or take other protective action?
- How do you seek help in a conflict of interest scenario?
Originally recorded in January, 2018.