Thursday, April 28, 2022
11:25 AM
to
12:25 PM
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About the Program
The presentation will survey a number of ethical issues addressed by Trust & Estate practitioners, including (i) engagement letters, the ACTEC commentaries thereon and specific factual contexts that merit particular attention (estate planning for spouses, naming the attorney as fiduciary, and probate litigation), (ii) a lawyer’s obligation under Rule 1.14 (client with impaired capacity) and Rule 1.6 (confidentiality), (iii) consideration of the ethical issues raised by working remotely, and (iv) a review of several recent developments (original documents and attorneys changing law firms, and duties to former and prospective clients).
This review will serve to reinforce, and perhaps introduce, concepts for addressing common ethical issues as well as identify and describe resources available to practitioners ( such as Engagement Letters, A Guide for Practitioners, 3rd Edition (2017) (ACTEC); and ACTEC Commentaries on the Model Rules of Professional Conduct (2016) ) when they confront such issues – which they undoubtedly will.
You Will Learn
• About engagement letters
• About a lawyer’s obligation under Rule 1.14 and Rule 1.16
• About ethical issues raised by working remotely
• About original documents, changing law firms, and duties to former and prospective clients
Credits
CT: 1.0 CLE Credit (Ethics) | NY: 1.0 CLE Credit (Ethics)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional 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, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
Financial hardship information is available upon request.