Avoiding Common Ethical Traps in Estate Planning

Faculty – ACTEC Fellows Maribeth G. Berlin, Lauren J. Wolven

Ethics traps abound for every lawyer, but estate planners may have to face particular scenarios more often than attorneys in other practice areas. Advising families and the elderly not only requires a delicate touch due to the personal and sensitive nature of the legal issues at hand, but may also lead to confusion on whose interests you’ve been hired to represent.

This webcast uses recent disciplinary and disqualification cases to underscore critical ethical considerations estate planners must consistently revisit, especially as their clients’ circumstances evolve.