Estate Planning Ethics
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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 effect the estate planner in every day practice. With an attorney's 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 benefit your relationship with your clients, it also protects the attorneys from claims for inappropriate behavior.
AuthorsJohn A. Snow, Parsons Behle & Latimer
Duties of Communication
Scope of Representation
Obligations and Dealings With Third Parties