Estate planning attorneys frequently navigate complex ethical issues, particularly when representing fiduciaries, beneficiaries, and family members with overlapping interests. This session provides a focused discussion of conflicts of interest in estate planning matters, with special attention to the fiduciary exception and attorney client privilege considerations. Learn how to identify potential conflicts, avoid common pitfalls, and maintain compliance with ethical obligations.
Originally presented as part of Estate Planning Short Course 2026.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
Expires 5/1/2028
Estate planning attorneys frequently navigate complex ethical issues, particularly when representing fiduciaries, beneficiaries, and family members with overlapping interests. This session provides a focused discussion of conflicts of interest in estate planning matters, with special attention to the fiduciary exception and attorney‑client privilege considerations. Learn how to identify potential conflicts, avoid common pitfalls, and maintain compliance with ethical obligations.
Paige Goepfert, Andersen, Chicago
Lauren J. Wolven, ArentFox Schiff, LLP, Chicago