Search

Ethical Obligations When Representing Fiduciaries

Court-appointed guardians sometimes make mistakes that put them in the judge’s cross-hairs. Whether they’ve moved grandma without alerting the court or given themselves and other family members gifts, guardians sometimes make decisions that garner negative attention and require explanation. This presentation shares scenarios in which guardians have found themselves in trouble, and equips attorneys with guidelines toward coaching guardians away from making mistakes and putting themselves at risk.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
SKU: P9007-18E-06
$79.00 or 1.00 credits
decrease increase

Faculty:

Ray J. Koenig III, Clark Hill PLC, Chicago
Lauren Sherman, LCSW, CCM, NMG, Lifecare Innovations, Burr Ridge

Originally presented as part of the 14th Annual Elder Law Short Course, available in its entirety as P9007-18U.

Faculty:

Ray J. Koenig III, Clark Hill PLC, Chicago
Lauren Sherman, LCSW, CCM, NMG, Lifecare Innovations, Burr Ridge

Originally presented as part of the 14th Annual Elder Law Short Course, available in its entirety as P9007-18U.

Products specifications
Program Date10/8/2018
CategoryTrusts
Products specifications
Program Date10/8/2018
CategoryTrusts
Customers who bought this item also bought

DUI Teaching Demo: Direct & Cross Examination of Experts

P1905-19E-03
How can you best manage expert testimony at trial in a DUI case? This course offers a framework for effectively examining and qualifying (or disqualifying) experts using the Daubert/Frye standards and for the effective use of the deposition at trial. You'll also consider viable options for clients that can't afford to hire an expert.
$99.00

Alexa, Prepare My Will! Understanding a Potpourri of Technological Frontiers Affecting the Estate Planning Practice

P9004-19E-18
Learn about unusual assets, like cryptocurrency, and how clients can own, title, and transfer them, along with related cybersecurity concerns. This course also covers electronic wills and issues related to remote witnessing, remote notarization, and custody of electronic documents.
$80.00

Anticipating Conflict in Estate Administration: Plan for Tomorrow – Today

P1904-19E-06
What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.
$80.00
Filters
Sort
display