In today’s fast-paced environment, with ever changing estate and tax laws, estate attorneys have plenty “on their plate” to know and understand. One important area that every estate planning attorney must know about is their duties to their clients under the Rules of Professional Responsibility.

Failure to understand conflicts and the ethical issues in estate planning can lead to expensive and time-consuming ethics investigations, not to mention possible loss of licensure.

This CLE presentation will focus on real life ethics scenarios facing estate planners. As a trial lawyer with over 20 years of trust and estate litigation experience, the instructor will provide unique insight into ethics and the estate planning process.