An estate planning attorney’s practice is rife with ethical landmines. A matter that may start off as a “simple will” can quickly raise questions about conflicts of interest, confidentiality, and competency, to name a few. It is important for an estate planning attorney to be proactive in identifying and responding to these issues. Through case studies, the speaker provides an overview of the ethical issues estate planners commonly encounter and strategies to properly respond.
Course Content
9:05 - 9:20 am- Case Study #1: All in the Family
- Jennifer A. Civitella Hilario, Esq., JC Hilario, PC, Cambridge
- Case Study #2: Does My Client Know What They Are Signing?
- Jennifer A. Civitella Hilario, Esq., JC Hilario, PC, Cambridge
- Case Study #3: Know Your Limits
- Jennifer A. Civitella Hilario, Esq., JC Hilario, PC, Cambridge
- Key Takeaways
- Jennifer A. Civitella Hilario, Esq., JC Hilario, PC, Cambridge
- “Ask the Expert” Q&A Session
- Jennifer A. Civitella Hilario, Esq., JC Hilario, PC, Cambridge
- Please Note
- MCLE webcasts are delivered completely online, underscoring their convenience and appeal.
- There are no published print materials. All written materials are available electronically only.
Speakers
Faculty- Jennifer A. Civitella Hilario, Esq., JC Hilario, PC, Cambridge
