2021 - June Cannon Teleconference

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No Good Deed Goes Unpunished (Ethics)

Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, and possible civil liability, without diminishing client service. The subjects to be discussed in this teleconference will include:
  • Concurrent representation of spouses and other family members
  • Planning for a client's possible eventual incapacity
  • Safekeeping of a client's original estate planning documents
  • Disclosure of a disabled client's confidential information