Ethical Considerations for Trusts & Estates Counsel
Trusts and estates attorneys navigate complex family dynamics, sensitive client disclosures, and high-stakes decisions—all of which demand a keen understanding of ethical boundaries. This one-hour CLE explores the core ethical challenges unique to estate planning and administration. Using the ABA Model Rules as a foundation, it will examine real-world scenarios involving client capacity, conflicts of interest, confidentiality, and fiduciary duties. Attendees will leave with practical guidance and best practices for delivering diligent, ethical representation in a field where the attorney’s role often extends beyond just legal advice.