Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Sunday, October 14, 2012

CLE on the Ethics of Advising Families in Business Together

CLE ImageThe ALI-CLE is sponsoring a 2.0 to 2.4 ethics credit hour telephone seminar/audio website with The American College of Trust and Estate Counsel (ACTEC) entitled, Ethical Issues for Estate Planners Who Advise Families in Businesson Wednesday, October 24, 2012 from 12:00 - 2:00 p.m. EST. Provided below is description of the event:

Ethical rules apply to all lawyers. However, estate planners who advise family members in business together may encounter complex challenges requiring a clear understanding of their ethical obligations. The lawyer may represent more than one family member, or the client may be a fiduciary as well as a beneficiary. These relationships lead not only to unique ethical problem but also to potentially greater exposure to malpractice claims.

Join a panel of experienced estate planners, all Fellows of The American College Trust and Estate Counsel, for practical guidance in the following areas:

  • Conflict: How to represent more than one client when there are multiple family members and businesses.
  • Self-Interest: How to deal with the issue of gifts or bequests from client to lawyer.
  • Confidentiality: How to reconcile the need for communication among family members and businesses with the duty to preserve confidentiality.

This interactive seminar offers you the opportunity to ask questions of the faculty by email before and during the program. The discussion will be based on ACTEC's Commentaries on the Model Rules of Professional Conduct, Fourth Edition, accessible free of charge. Faculty members suggest that registrants review the fact pattern that is the basis for discussion prior to the start of the program.


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