Description
Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.
This topic provides a basic overview of the ethical rules that affect the estate planner in everyday practice. With an attorneys busy schedule, it is difficult to remain current on rules that direct and govern the fundamental duties an attorney encounters while serving the needs of the client?Review the most frequent rules and issues that an attorney engaged in estate planning needs to know. This material will discuss duties of communication, confidentiality, conflicts, scope of representation, obligations, and dealings with third parties, among other things?Knowledge of the rules of conduct not only benefits your relationship with your clients, it also protects the attorneys from claims for inappropriate behavior.
Date: 2023-11-13 Start Time: 1:00 PM ET End Time: 2:30 PM ET
Learning Objectives
* You will be able to explain duties of communication.
* You will be able to identify confidentiality requirements.
* You will be able to discuss the scope of representation.
* You will be able to recognize obligations and dealings with third parties.