Avoiding the Estate Planning “Blue Screen of Death” With Competent and Ethical Practices

21 Jan , 2022

To register for the upcoming live webinar, please Click Here

All it takes is one careless act to place you in the hot seat for months or years where you might watch your personal, professional, and financial life crumble around you. An estate planner may become a defendant in a case involving an estate he or she planned in two main ways. 

First, the attorney may have performed his or her services in a negligent manner potentially creating exposure to malpractice liability. A recent study revealed that 10.67% of malpractice claims are based on conduct relating to estate, trust, and probate. Second, the attorney’s conduct may have lapsed below ethically acceptable standards.

This presentation reviews the exposure an estate planner may have to malpractice liability and then focuses attention on ethical issues that may arise while preparing or executing the plan. The presenter hopes that by pointing out potentially troublesome areas, the attendees will avoid the ramifications of drafting a flawed estate plan or having a lapse of ethical good judgment, which may lead to the frustration of the client’s intent, financial loss to the client or the beneficiaries, personal embarrassment, and possible disciplinary action.

 

To register for the upcoming live webinar, please Click Here

More Webcasts

Proceedings Suppleme...

Roy will first cover how once a judgment is obtained, how to implead additional parties who may be a...

Cross-Examination Ma...

This presentation will provide you with creative tools for conducting cross-examination. From achiev...

Know Your Biases: Tr...

Bias in the courtroom is a prevalent problem. Bias exists in all people. The ability to recognize yo...

Trying Your Case on ...

Litigators often spend thousands of dollars for fancy software and trial consultants. But not every ...

The Ethics and Art o...

This course will focus on the best way for attorneys to benefit from mediation, including presentati...

The Body & Soul of B...

This lecture educates attorneys in the theory and practical issues of business valuation. We cover: ...

Off the Clock: Profe...

Most legal ethics programs focus on how applicable rules, laws, and related opinions govern a lawyer...

The Corporate Transp...

The Corporate Transparency Act is going to change dramatically the way that founders and investors i...

US Investments in Fo...

More and more states are legalizing marijuana. But the growing trend of legalization leaves open man...

Emerging Ethics 2022...

This program will discuss recent developments and recurrent hot button issues in the field of confli...