Navigating Ethics in Trusts & Estate Practices: Part 1 - Foundation
Live Webcast
Wednesday, December 13, 2023
11:00 a.m. – 12:20 p.m. 
1.25 hours MCLE credit, including 1.0 hour Professional Responsibility MCLE credit (subject to approval)

Join us for a comprehensive look at the foundational ethical principles guiding trusts and estates practices, as well as the importance of attorney competence, staying up-to-date on relevant laws, and providing accurate advice to clients. Attorneys with all levels of practice experience who attend Part 1 of this online seminar will learn: why maintaining strict confidentiality is so important; how to handle conflicts of interest; the importance of upholding fiduciary duties; the critical role of clear communication (including transparent fee arrangements and the attorney’s handling capacity); the significance of avoiding estate planning mistakes and malpractice; and how (and why) to foster cultural competence and sensitivity in our practice. The program closes with a brief Q&A in which attendees are encouraged to submit their question via the webcast chat feature.

Learn more and register for Part 1.   
 
Navigating Ethics in Trusts & Estate Practices: Part 2 – Emerging Issues
Live Webcast
Wednesday, January 17, 2024
11:00 a.m. – 12:20 p.m. 
1.25 hours MCLE credit, including 1.0 hour Professional Responsibility MCLE credit (subject to approval)

Join us for Part 2 of this informative series that delves into the emerging ethical issues in trusts and estates practices. Attorneys with all levels of practice experience who attend this online program will better understand: the challenges posed by conflicts of interest, management, and distribution of digital assets; the privacy concerns associated with the digital age; the ethical considerations arising from changing family structures; remote legal services; cross-border estate planning; the complexities of working with an aging population and clients with diminished capacity; the implications of using artificial intelligence in drafting documents; and the cultural competence and sensitivity in handling these emerging issues. The program closes with a brief Q&A in which attendees are encouraged to submit their question via the webcast chat feature.

Learn more and register for Part 2.