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Ethical Considerations When Representing Family and Friends

No good deed goes unpunished - ethical considerations when representing family and friends.

It is almost inevitable. At some point in every attorney's career they will be asked to represent family and friends. Sometimes it is very formal, such as representing a family member or friend as part of their ongoing business operations or sometimes it is a specific representation such as the purchase of real estate. And sometimes it sneaks up on the attorney; being asked for advice and getting sucked in. This topic will address some of the many issues that may arise in representing family and friends. The goal is to assist the attorney in knowing if they are, sometimes unknowingly, undertaking representation, making the decision whether or not to represent, and if choosing to do so, how to do so effectively and ethically.

Runtime: 83 minutes
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Why Lorman?

Over 30 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

Application of Typical Ethics Rules as They Apply to Representation of Family and Friends

Ethics Rules That Particularly Apply When Representing Family and Friends

Issues That May Arise Even When Not Representing Family and Friends

Situations to Be Explored Include the Obvious, Less Obvious and Much Less Obvious

Obvious

  • Loan to Lawyer
  • Estate Planning Documents, Such as a Will Benefiting the Lawyer

Less Obvious

  • Estate Planning Document to Benefit Someone Lawyer Cares About
  • Loan to Someone Lawyer Cares About to Benefit

Much Less Obvious

  • Aunt Sally Is Happy You Helped Cousin Joe. Aunt Sally Makes It up to You
  • Not My Area of Expertise - Many of Us Remember the Movie "My Cousin Vinny". In the Movie Vincent Gambini, a Very Recent Law School Graduate, Finds Himself Representing Family Members Charged With Murdering a Convenience Store Worker. What Was One of the Reasons Why He Was Hired? He Was Free. So, (Spoiler Alert), He Got a Good Result. Yet, as a Practical Matter He Was Practicing Law Outside His Home
  • Jurisdiction, in an Area of Law for Which He Had Little Knowledge, No Experience and It Was a Jury Trial to Boot.
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Why Lorman?

Over 30 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.

MP3 Download

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

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More Program Information

Why Lorman?

Over 30 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

Michael A. Lampert

Michael A. Lampert

Law Offices of Michael A. Lampert, PA

  • Founder of The Law Office of Michael A. Lampert, P.A.
  • Practices in elder law, estate planning and probate and trust administration
  • More than 30 years of experience earning an outstanding reputation
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • J.D. degree, Duke University; B.A. degree, cum laude, University of Miami
  • Can be contacted at 561-689-9407 or [email protected]
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Product ID: 399680
Published 2017
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