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How to Navigate the Ethical Landmines for Estate Planning Attorneys
Trusts & Estates Section
Credit(s):
1 Legal Ethics
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
This webinar will discuss the California Rules of Professional Conduct (Rules) that create the most challenges for estate planning lawyers ranging from client engagement letters, competence, compensation, confidentiality, conflicts of interest, advance conflict waivers and capacity issues. Also learn about updates to the Rules such as the duty of technology competence, civility and mandatory reporting rules and COPRAC’s formal opinion No. 13-0002 addressing the ethical obligations of a lawyer for a client with diminished mental capacity.
1 Legal Ethics
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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