Ethics for Trusts and Estates Practitioners: Leading Lawyers on Identifying and Avoiding Conflicts of Interest and Upholding the Rules of Professional Conduct (Inside the Minds)

Overview

Ethics for Trusts and Estates Practitioners provides an authoritative, insider's perspective on understanding and avoiding ethical conflicts in attorney-client relationships. Featuring experienced partners from law firms across the nation, these experts define the responsibilities of beneficiaries and fiduciaries and outline the codes of conduct associated with each. These top lawyers offer insight on acting as a trustee as well as an attorney, managing the rights of involved party members, and examining how ...
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Overview

Ethics for Trusts and Estates Practitioners provides an authoritative, insider's perspective on understanding and avoiding ethical conflicts in attorney-client relationships. Featuring experienced partners from law firms across the nation, these experts define the responsibilities of beneficiaries and fiduciaries and outline the codes of conduct associated with each. These top lawyers offer insight on acting as a trustee as well as an attorney, managing the rights of involved party members, and examining how changes in state and federal laws impact the power of guardians, health care proxies, conservators, and attorneys. From navigating evolving ethical concerns to specifying the limitations of applicable client roles, these experts discuss the need to identify a client's goals and expectations before collaboration and stress the importance of understanding the penalties for violating conduct. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this increasingly scrutinized legal field.

Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities.

Chapters Include:

1. I. Richard Ploss, Partner, Preti Flaherty Beliveau & Pachios LLP—“Lawyers Representing Fiduciaries: Issues to Consider”
2. Steven M. Fox, Shareholder, Buchalter Nemer PC—“Avoiding Ethical Conflicts Related to Acting as a Client's Trustee or Investment Advisor”
3. Virginia Hammerle, Owner, Hammerle Finley Law Firm—“Avoiding Malpractice”
4. Lisa M. Cukier, Partner, Burns & Levinson LLP—“Dynamics, Dysfunction, and Disability: Power Play Between Guardians, Conservators, Proxies, and Attorneys in Fact”
5. Amy J. Guss, Partner, Satterlee Stephens Burke & Burke LLP—“Assisting Trustee and Grantor Clients in Managing Trust Distributions and Other Issues”
6. Natalie C. Annis, Shareholder, Macfarlane Ferguson & McMullen PA—“Specific Ethical Considerations and Concerns in Estate Planning and Trust Administration”
7. Mark R. Klym, Partner, Hahn Loeser & Parks LLP—“Clear Representation and Communication Are Key in Trusts and Estates Law”
8. Richard A. Heller and Dawn Hall Cunneen, Partners, Procopio Cory Hargreaves and Savitch—“Dealing With Ethics-Related Issues When Working With Trusts and Estates
Law Clients”

Appendices Include:

Appendix A: Fee Agreement
Appendix B: Fee Agreement Exhibit
Appendix C: Agreement for Release of Confidential Information—Spouse
Appendix D: Sample Language for Engagement Letters Regarding Joint Representation Appendix E: The Estate Planning Process—A Simple Guide for Clients
Appendix F: Confidential Estate Planning Family Information Questionnaire

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Product Details

  • ISBN-13: 9780314290496
  • Publisher: Thomson Reuters Westlaw; Aspatore
  • Publication date: 9/1/2013
  • Pages: 136
  • Product dimensions: 8.30 (w) x 5.40 (h) x 0.30 (d)

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