When a lawyer represents a family business and its owners, the lawyer often is pursuing objectives on which all the clients can agree. Sometimes, however, the ethical conflicts inherent in representing multiple, related parties can become problematic. This program will review relevant sections of the American Bar Association's Model Rules of Professional Conduct and will suggest a practical approach to representing multiple parties in the family business context, consistent with the lawyers ethical duties. Topics will include joint representation, concurrent representation, conflict waivers, lawyers as directors, lawyers as trustees, and when to require separate representation. The audience will have opportunities to vote on unresolved questions to help suggest what they think should be best practices.
This webinar is a Business Planning webinar included for Business Docs subscribers and offered live complimentary for Wealth Docs subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 (Website access not included) | Gun Law Price: $129 | Business Law Price: $0 | Practice Development Price: $129
CLE:
1.0 Ethics credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
No CFP
No CPE
In order to be awarded the full credit hours, you must be present during the entire program.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.