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 amCase Study #1: All in the Family
Jennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge
9:20 - 9:35 am
Case Study #2: Does My Client Know What They Are Signing?
Jennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge
9:35 - 9:50 am
Case Study #3: Know Your Limits
Jennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge
9:50 - 9:55 am
Key Takeaways
Jennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge
9:55 - 10:00 am
“Ask the Expert” Q&A Session
Jennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
FacultyJennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge
