CLE on Ethics, Duties, and Responsibilities for Fiduaciaries and Attorneys Who Advise Them
Why You Should Attend
Well-intentioned individuals often accept appointments as fiduciaries (whether as personal representative, trustee, or attorney-in-fact) without being fully versed in their fiduciary duties and their potential liability if anything goes awry. And with the recent trend to sue anyone and everyone, lawyers need to guard equally against their own potential liability for a fiduciary client’s acts. Along with claims for malpractice, courts are coming around to considering a legal practitioner liable for his or her role in the client’s breach of fiduciary duty.
Join us for this practical ethics webcast and learn steps you can take to minimize and avoid ethical and malpractice pitfalls for yourself and your clients who serve as fiduciaries.
What You Will Learn
Learn best practices to advise your clients on their fiduciary duties and explore:
- When can a fiduciary be held civilly liable?
- For what can a fiduciary be held criminally liable?
- How have courts construed attorneys’ liability for acts of their fiduciary clients?
- When have courts awarded attorneys’ fees from the estate to plaintiffs’ attorneys?
Also featuring state information and valuable sample forms, this highly rated session was originally presented at the American Law Institute CLE course, Estate Planning in Depth, in Chicago on June 18, 2019. Register now and get a front row seat at the rebroadcast!
Questions submitted during the program will be answered by email within two business days. In addition, all registrants receive a set of downloadable course materials to accompany the program.
Who Should Attend
This webcast will benefit estate planning and elder law attorneys who advise clients in wills, trusts, powers of attorney, and other fiduciary matters.