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2017 Teleconference: Malpractice in Estate Planning: Some Guidance on How to Avoid It

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Description

It goes without saying that an estate planning professional must provide competent services to the client. Confronted with an ever-changing legal and regulatory landscape, the estate planner must be vigilant not to allow the quality of his or her representation of clients to deteriorate. Given the plethora of currently available estate planning and post-mortem planning options, the potential for making mistakes may be greater than ever. In this teleconference, we will consider:

  • What constitutes malpractice?
  • The interrelationship of ethics rules violations and malpractice claims
  • The potential for liability to non-clients
  • Estate planning malpractice hazard zones

Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application. 		Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

  • Charles A. Redd

    Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

  • Margaret E.W. Sager

    Margaret E.W. Sager received her B.A., summa cum laude, from the University of Richmond in 1982 and her J.D. from the University of Virginia School of Law in 1985. Her practice includes estate planning for high-net worth individuals, trust and estate administration, fiduciary litigation and related dispute resolution, guardianships of incapacitated persons and charitable giving.

June 27, 2017
Tue 1:00 PM EDT

Duration 1H 30M

This live web event has ended.

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