Exciting new series on “Voice, Body and Movement for Lawyers – How to connect with the jury and find Justice Through Dramatic Technique!”
Click here to find out moreLawyers advising clients on asset protection planning and integrated estate planning matters are not only subject to ethics claims, but also risk potential exposure for civil and criminal liability as the result of ethical violations. Join Barry Engel for this important analysis of ethical considerations for asset protection and estate planning attorneys. Specific ethical rules to be discussed include: (a) the diligent representation of a client (Model Rule of Professional Conduct 1.3); (b) the potential conflict of interest involving current and former clients (Model Rules 1.7, 1.8, and 1.9); (c) the ethical duty of confidentiality (Model Rule 1.6); and (d) withdrawing and/or terminating the representation (Model Rule 1.16). Specific ethical issues to be covered include: (a) who is actually the client (including when to represent the individual client, when to represent the husband and wife, and when to represent the integrated estate planning trust); (b) the attorney-client privilege, and why your files are not as private as you think they are; (c) the work product doctrine in the litigation setting; and (d) how the practitioner should act and react when served with a subpoena
