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Ethical Considerations When Representing Family and Friends

 

No good deed goes unpunished - learn 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 course 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.

Agenda

Faculty

Michael A. Lampert

Michael A. Lampert

Law Offices of Michael A. Lampert, PA

  • A board-certified tax lawyer in West Palm Beach, where he concentrates his practice in the areas of tax, estate planning, and administration, with an emphasis on tax controversy matters
  • He is past chair of the Florida Bar Tax Section and is its 2020-2021 recipient of the Tax Lawyer of the Year Award
  • He is past president of the Palm Beach Tax Institute and is currently serving as chair of the Florida Bar Tax Law Certification Committee
  • He is a fellow of the American College of Tax Counsel, a member of the South Florida Tax Litigation Association, a past chairman of the Palm Beaches - Treasure Coast Region Chapter of the American Red Cross, and immediate past president of the Alpert Jewish Family & Children’s Service of Palm Beach County
  • LL.M. degree in taxation, New York University; J.D. degree, Duke University; A.B. degree, University of Miami
  • Can be contacted at 561-689-9407, [email protected], or www.taxandelderlaw.com

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