Ethics for Trust and Estate Practitioners: Avoiding Conflicts of Interest

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TypeTitleStartEndCLEPrice
On-Demand Video
Online
---------- CLE 0 sub/1 eth PRICE Regular: $79.00
New Attorney: $40.00
Subscribers Pay: $0.00

About

Multiple agendas and family dynamics can easily ensnare the unwary Trust and Estate Practitioner in a conflict of interest. This webinar will focus on identifying the client to avoid conflicts of interest and the related consequences including disqualification, ethics violations and legal malpractice. Experienced faculty will offer guidance and ways to approach these complex, ethical situations. Topics include:

  • Identifying the Client
  • Conflicts of Interest
  • The Rules of Professional Conduct and ACTEC Commentaries
  • Avoiding legal malpractice and surcharge litigation

Recorded during a live webinar in December 2017.

Faculty

NameFirm/Company
Scott R. Eberle Esq. Burns White LLC (Pitts)
Timothy J. Holman Esq. Smith Kane Holman LLC
James R. Schadel Esq. Burns White LLC (Pitts)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
10331W