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Webinar: How to Navigate the Ethical Landmines for Estate Planning Attorneys

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January 31, 2024 @ 12:00 pm 1:00 pm

1 Legal Ethics; 1 Participatory MCLE Credits; 1 Legal Specialization in Estate Planning and Trust & Probate Law

This webinar will discuss the California Rules of Professional Conduct (Rules) that create the most challenges for estate planning lawyers ranging from client engagement letters, competence, compensation, confidentiality, conflicts of interest, advance conflict waivers and capacity issues. Also learn about updates to the Rules such as the duty of technology competence, civility and mandatory reporting rules and COPRAC’s formal opinion No. 13-0002 addressing the ethical obligations of a lawyer for a client with diminished mental capacity.

Speakers: Monica Goel and Kristin L. Yokomoto

Non-Member Price – $125.00
Member Price – $65.00

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