Ethics in Estate Planning, Probate, and Trust Administration

3.10.26

In this recorded webinar, David F. Johnson, lead writer for the Fiduciary Litigator blog, addresses estate planning, probate, and trust administration is a complex field of law that involves high-stakes decisions affecting individuals and families. Factors such as unforeseen life changes, multiple jurisdictions, and vulnerable clients pose unique ethical challenges for trusts and estates counsel. Counsel must balance zealous representation with their ethical obligations. This presentation addresses: determining who the client is, joint representation issues, client communications and confidentiality issues, conflicts of interest, diminished capacity and competency of a client, and attorneys acting in other fiduciary capacities.

WATCH ON DEMAND