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2017 Teleconference: Trying Too Hard to Do Too Much: Ethics Traps For the Good Samaritan

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Description

Not all charges of breaches of professional ethics result from consciously attempting to cut corners, take advantage of a situation, extract excessive fees or treat someone unfairly. In fact, an ethics complaint may arise out of facts showing the respondent was striving to provide a laudatory level of service. During this program, we will look at issues that may develop from:

  • Concurrent representation of spouses and other family members
  • Planning for a client’s possible eventual incapacity
  • Safekeeping of a client’s estate planning documents
  • Disclosure of a disabled client’s confidential information
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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.

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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.

  • Kim D. Fetrow

    Kim D. Fetrow is a partner of the law firm of Heckscher, Teillon, Terrill & Sager, a firm which is devoted entirely to the practice of trust and estate related law. Kim's practice includes all aspects of estate, guardianship and trust planning and administration, particularly in the area of estate planning for individuals with disabilities, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel, is a Pennsylvania "Super Lawyer," is listed in the Best Lawyers of America, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia, Pennsylvania office.

December 5, 2017
Tue 1:00 PM EST

Duration 1H 30M

This live web event has ended.

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