Celesq® Programs

Engel on Asset Protection-2009: Ethical Considerations in Asset Protection Planning

Expired
Program Number
1947
Program Date
2009-12-08
CLE Credits
2

Join Barry Engel as he discusses a range of topics pertaining to ethical considerations in the asset protection planning context. Topics include the sometimes not-so-simple question of who is actually the client (including when to represent the individual client, when to represent husband and wife, and when to represent the integrated estate planning trust); the potential for conflicts of interest between current clients and former clients; the origin and evolution of the attorney-client privilege, and why your files are not as private as you think they are; the ethical duty of confidentiality; and the purpose and scope of the work product doctrine in the litigation setting (including its elements, exceptions and potential waiver). There is also an in-depth discussion as to how the integrated estate planner should act and react when served with a subpoena, and suggestions as to how to minimize the cost and expense the attorney would otherwise have to bear in the course of responding thereto.

Available in States

  • Arizona
  • California
  • Colorado Eligible
  • Georgia
  • New Jersey Eligible
  • New York
  • Texas Self Study

Program Categories

  • Asset Protection
  • Bankruptcy Law & Creditor Rights
  • California Participatory MCLE Programs
  • Estate Planning
  • Ethics & Professionalism
  • New York Accredited

PROGRAM CREDITS

  • Legal Ethics : 1 Credit
  • Legal Ethics : 1 Credit