Date:
December 13, 2023
Wed 11:00 AM CST
DESCRIPTION
Presented by the ISBA Trusts & Estates Section
Live Webcast
Wednesday, December 13, 2023
11:00 a.m. – 12:20 p.m.
1.25 hours MCLE credit, including 1.0* hour Professional Responsibility MCLE credit in the following category: Professionalism, Civility, or Legal Ethics credit
Save the Date!(Registration coming soon for Part 3)Navigating Ethics In Trusts and Estates Practices: Part 2 – Emerging IssuesWednesday, January 17, 2024 | 11:00 a.m. – 12:20 p.m.Navigating Ethics in Trusts and Estates Practices: Part 3 – Cultural CompetenciesWednesday, February 28, 2024 | 11:00 a.m. – 12:20 p.m.
Join us for a comprehensive look at the foundational ethical principles guiding trusts and estates practices, as well as the importance of attorney competence, staying up-to-date on relevant laws, and providing accurate advice to clients. Attorneys with all levels of practice experience who attend this online seminar will learn:
- Why maintaining strict confidentiality is so important;
- How to handle conflicts of interest;
- The importance of upholding fiduciary duties;
- The critical role of clear communication (including transparent fee arrangements and the attorney’s handling capacity);
- The significance of avoiding estate planning mistakes and malpractice; and
- How (and why) to foster cultural competence and sensitivity in our practice.
Program Coordinator:
Daniel P. Felix, The Professional Trustee, Deerfield
Program Moderator:
Jessica J. Birnbaum, ArentFox Schiff LLP, Chicago
Program Speaker:
Jason D. Foster, ArentFox Schiff LLP, Chicago
*Professional Responsibility MCLE credit subject to approval
**The Q&A session does not qualify for Professional Responsibility MCLE credit
Original source can be found here.