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Trust and estate practice often sits at the intersection of money, aging clients, family drama, easy accusations of self-dealing and misdeeds, dispute – and anger. This turbulent combination of circumstances can put attorneys in difficult ethical spots. Questions about the competence of aging clients in combination with family drama can easily lead to ethical complaints and eventually litigation. There are also issues of decision-making authority and confidentiality if someone other than the client is paying for the representation. Conflicts of interest, especially where a longtime client may gift something to the attorney, are rife. This program will provide you with a practical guide to substantial ethical issues in trust and estate practice.
Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour, including 1 ethics hour
Working with clients with diminished capacity and protecting against challenges
Thomas E. Spahn, McGuireWoods, LLP – McLean, Virginia
Missia H. Vaselaney, Taft, Stettinius & Hollister, LLP – Cleveland