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LIVE WEB - Navigating Ethics in Trusts & Estate Practices: Part 1 - Foundation on December 13, 2023

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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.
The program closes with a brief Q&A in which attendees are encouraged to submit their question via the webcast chat feature.**

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.

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