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Intersection of Ethics & Practicality in Estate Planning

Using real-world case studies, learn how to spot issues early, protect yourself and your clients, and design plans that work in practice, not just on paper

  • Product Number: 2260047RB1
  • CLE Credits, earn up to:
    1 substantive credits, 1 ethics credits CLE Credit Note
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Includes downloadable supporting materials. $145.00; Members $130.50; New Lawyers $72.50 Free for OnlinePass subscribers.
  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    Estate planning is filled with ethical gray areas where real-life decisions don’t always follow textbook rules. This practical, scenario-driven program explores how everyday estate planners can navigate complex ethical terrain—from capacity and conflicts to funding failures and fiduciary confusion. Using real-world case studies, you learn how to spot issues early, protect yourself and your clients, and design plans that work in practice, not just on paper. Whether you are new to the field or a seasoned practitioner, this one-hour program equips you with tools you can use immediately in your own practice.

  • Agenda

    Agenda & Materials

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Chair

    Jonathan M. White, Esq., Jordan & White LLC, Danvers

    Faculty

    Tracey A. L. Ingle, Esq., Ingle Law, Southborough
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