B01 – Practical Guidance for Pressing Ethical Issues for Your Trusts & Estates Practice (2024CLC-B01)

Monday, June 10, 2024

10:15 AM to 12:15 PM

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The President's Track

Presented by the Executive Committee and the Estates and Probate Section

About the Program

Some aspects of the Trusts & Estates practice are changing rapidly while some issues seem to be evergreen.  This panel discussion will address a range of practical ethical issues faced by Trusts & Estates attorneys today, from those posed by advances in technology to traditional conflicts of interest.  The panelists will discuss the most common ethical issues you are likely to encounter in your Trusts & Estates Practice – if you haven't encountered them already.

You Will Learn

Practical advice for: 

  • Digitizing your file room
  • Applying generative AI in your practice
  • Updating your engagement letters to address modern issues and changes in law
  • Addressing intra-family conflicts of interest
  • Marketing and attorneys’ fees

Who Should Attend

All attorneys who encounter Trusts & Estates issues in their practice.


CT: 2.0 CLE Credit (Ethics)
NY: 2.0 CLE Credit (Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits. 

Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.


Daniel Buckley1 Daniel P. Buckley
Michael A. Neufeld & Associates LLC, Milford

James Dougherty1 James I. Dougherty
Dungey Dougherty PLLC, Greenwich

Ellen Hain1 Ellen R. Sutliffe Hain
Cohen and Wolf PC, Bridgeport