CLE on Estate Planning Ethics

ALI ABA and ACTEC are co-sponsoring the Fourth Annual ACTEC—ALI-ABA Ethics Conference entitled Current Ethical Issues for Estate Planners on Thursday, October 28, 2010. Program information is below:

What are the toughest ethical issues you face in your trust and estate practice? What do you need to know now to identify and avoid potential ethics violations or legal malpractice claims in the future?

Using a series of hypotheticals geared specifically to trust and estate practice, this two-hour telephone seminar/audio webcast will address the following ethical issues regularly facing estate planning attorneys:

• Dealing with the Incapacitated Client
• Providing Timely Representation
• Firing an Existing Client or Declining to Represent a Client
• The Lawyer as a Witness
• Representing Clients in Other States
• Multidisciplinary Issues
• Charging Reasonable and Appropriate Fees
• The Use and Misuse of Referral Fees
• Gifts by Clients to Their Attorneys
• Maintaining Client Confidentiality
• Representing Family Members in Different Generations
• What Can the Lawyer Who Is a Fiduciary Do and Not Do

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 Commentaries on the Model Rules of Professional Conduct, Fourth Edition, accessible free of charge at http://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.