There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
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
all
Standard
Non-Member
$65.00
CLA Member
$45.00
Customers Who Bought This Item Also Bought
(OnDemand) Property Taxes: Just When You Think You’ve Planned for Everything
(OnDemand) Tech Tips for Small Law Firms
(OnDemand) Medi-Cal with No Asset Limits
(OnDemand) Key Developments in Estate Planning 2023
(OnDemand) Ethical Concerns for Trust and Estate Practitioners
(CLEtoGo (Podcasts)) Understanding Estate, Gift, and Generation- Skipping Transfer Tax Rules for U.S. and Non- U.S. Residents
(OnDemand) Ethica Ex Machina: AI Ethics for T&E Attorneys and their Clients
(OnDemand) Planning Ideas Worth Stealing
(OnDemand) Elderly, Not Incapacitated; Fifth Annual Elder Abuse Symposium
(OnDemand) Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference
(OnDemand) Ethics for Probate Litigation: What You Need to Know
(Self Study Articles) Creation, Exercise, and Transfer Tax Considerations Of Powers Of Appointment
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.