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Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.

This topic includes a basic overview of the ethical rules that affect 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. This topic will touch upon the most frequent rules and issues that an attorney engaged in estate planning needs to know. Topics covered will include 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.


Runtime: 85 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Duties of Communication

Confidentiality

Conflicts

Scope of Representation

Obligations and Dealings With Third-Parties

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John A. Snow

John A. Snow

Prince Yeates & Geldzahler

  • Attorney with Prince Yeates & Geldzahler, Salt Lake City, Utah
  • Practice consists of general civil litigation; including commercial, professional malpractice, construction, and insurance coverage and defense
  • Designated in The Best Lawyers in America as Lawyer of the Year in litigation, real estate and construction law; and designated in the areas of practice of legal malpractice-defense, commercial litigation and construction
  • Designated in Utah Business magazine’s Utah Legal Elite in the areas of business and civil litigation and construction law, and as a Super Lawyer in the Mountain States in Super Lawyer magazine
  • Ranked in Chambers USA for Utah in general commercial litigation
  • Chair of the Ethics Advisory Opinion Committee of the Utah State Bar
  • Can be contacted at 801-524-1073 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399506
Published 2016
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