Managing Conflicts of Interest in Trust and Estate Planning

Trusts and estates lawyers face a myriad of legal and ethical issues that can create the potential for conflicts of interest – and professional liability. Such situations are rarely the result of bad lawyers or intentionally bad acts – instead good lawyers don’t always communicate clearly enough or document enough, or don’t see the potential for conflict of interest a situation may present. This new, 90 minute webinar will focus on several key areas where conflicts of interest frequently arise in the trust and estate planning context, including:

Lawyers representing spouses or multiple generations of the same family
Lawyers acting in a fiduciary role for a client
Lawyers acting as a witness to a will or a trust

Experienced trusts and estates practitioner Richard Niedermayer, TEP will use real cases, hypothetical fact scenarios and the Federation of Law Societies of Canada’s Model Code of Professional Conduct to discuss how these scenarios create potential conflicts of interest, and share practical strategies to help protect you and your clients. Specific attention will be paid to retainer agreements, independent legal advice, and compensation matters. By the end of the program you’ll be better equipped to recognize scenarios that present a potential conflict of interest, have new ideas to refresh your interviewing and file documentation techniques, and feel more confident in your processes and practices to avoid ethical violations and legal liability. Don’t miss this unique opportunity to deepen your understanding of conflicts of interest in estates and trusts law!

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.