Join us for a CE course for estate planning attorneys and CPAs. The technical intricacies of estate planning are tough enough, but the challenge becomes still more intimidating when the identity of the person(s) to whom the planner owes legal and ethics-based duties is unclear and when the period during which such duties are owed is amorphous. Even the most honorable estate planning professional, if not sensitive to these issues, can find him or herself confronting a very difficult dilemma. In this teleconference, we will tackle the following serious issues:
- When Does the Lawyer-Client Relationship Begin and When Does It End?
- Relationship Between the Trustee’s Lawyer and the Beneficiaries
- When a Lawyer Can Owe Duties to a Non-Client
- Lawyer’s Obligations to a Client After Active Representation Has Ended
Join us on June 21, 2022 for an online estate planning program and earn continuing education credits for attorneys (MCLE) and/or CPAs (CPE).
CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours
