Our ethics obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning, as well as estate and trust administration, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions involving:

• Prospective clients
• Unrepresented parties (including beneficiaries and Trustees)
• Parties represented by other lawyers
• Lawyers serving as Personal Representatives and Trustees