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Ethics and the Estate Planner

By Gerry W. Beyer

Aliaba_2ActecThe Second Annual ACTEC/ALI-ABA Live Telephone Seminar/Audio Webcast entitled Top Ten Ethical Challenges Facing Estate Planners will be held on Thursday, October 16, 2008 at the following times:

Eastern 12 noon – 2 pm | Central 11 am – 1 pm | Mountain 10 am – 12 noon
Pacific & Arizona 9 am – 11 am | Alaska 8 am – 10 am | Hawaii 6 am – 8 am

Here is a description of the program:

What are the toughest ethical questions you will face in your trust and estate practice? What does an estate planning practitioner need to know now to identify and avoid potential ethics violations and legal malpractice in the future? 
   

In this convenient live telephone seminar/audio webcast, a panel of nationally known ACTEC experts addresses 10 tough ethics questions in a fast-paced discussion of common ethical issues lawyers encounter in trust and estate practice, including:

  • Representing clients who reside in a state in which the estate planning attorney is not licensed.
       
  • Representing multiple parties such as husbands and wives or family members in different generations.
  • Representing clients in various asset protection strategies.
  • Representing clients with diminished capacity
  • Making sure that the representation of a client is effective and timely and keeping the client informed of the work and charging reasonable fees for the work.

This interactive seminar offers you the opportunity to ask questions of the faculty before and during the program. The discussion will be based on ACTEC’s Fourth Edition, Commentaries on the Model Rules of Professional Conduct, accessible free of charge at www.actec.org/public/CommentariesPublic.asp.

   

Need ethics credit? This seminar qualifies for 2.0 to 2.4 ethics credit hours, depending on state requirements, in MCLE jurisdictions that accredit live telephone seminars and/or webcasts.

Tuition: $139 regular/$89 ACTEC Fellows.  To register online, go to www.ali-aba.org/RSPJ01/.  ACTEC Fellows should enter the coupon code “ACTEC” in the shopping cart system upon check-out to receive the ACTEC Fellow discount. 

FACULTY:

Posted in:
Conferences & CLE and Professional Responsibility