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Ethical Issues Estate Planners Encounter

Navigating ethical issues while effectively practicing as an estate planner

  • Product Number: 2220221P01
  • CLE Credits, earn up to:
    1 substantive credits, 1 ethics credits CLE Credit Note
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    An estate planning attorney’s practice is rife with ethical landmines. A matter that may start off as a “simple will” can quickly raise questions about conflicts of interest, confidentiality, and competency, to name a few. It is important for an estate planning attorney to be proactive in identifying and responding to these issues. Through case studies, the speaker provides an overview of the ethical issues estate planners commonly encounter and strategies to properly respond.

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