Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.
This topic provides a basic overview of the ethical rules that affect the estate planner in everyday practice. With an attorney’s busy schedule, it is difficult to remain current on rules that direct and govern the fundamental duties an attorney encounters while serving the needs of the client? Review the most frequent rules and issues that an attorney engaged in estate planning needs to know. This material will discuss duties of communication, confidentiality, conflicts, scope of representation, obligations, and dealings with third parties, among other things. Knowledge of the rules of conduct not only benefits your relationship with your clients, it also protects the attorneys from claims for inappropriate behavior.
Learning Objectives
- You will be able to explain the duties of communication.
- You will be able to identify confidentiality requirements.
- You will be able to discuss the scope of representation.
- You will be able to recognize obligations and dealings with third parties.
Agenda
- Duties of Communication
- Confidentiality
- Conflicts
- Scope of Representation
- Obligations and Dealings With Third Parties
Speakers
John A. Snow,
Parsons Behle & Latimer- Attorney with Prince Yeates & Geldzahler, Salt Lake City, Utah
- Practice consists of general civil litigation; including commercial, professional malpractice, construction, and insurance coverage and defense
- Designated in The Best Lawyers in America as Lawyer of the Year in litigation, real estate, and construction law; and designated in the areas of practice of legal malpractice defense, commercial litigation and construction
- Designated in Utah Business magazine’s Utah Legal Elite in the areas of business and civil litigation and construction law, and as a Super Lawyer in the Mountain States in Super Lawyer magazine
- Ranked in Chambers USA for Utah in general commercial litigation
- Chair of the Ethics Advisory Opinion Committee of the Utah State Bar
- Can be contacted at 801-524-1073 or jsnow@princeyeates.com
Who Should Attend
This live webinar is designed for estate planners, accountants, attorneys, presidents, vice presidents, CPAs, controllers, business owners and managers, tax managers, tax preparers, financial planners ,and enrolled agents.
