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.