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CLE - Conflicts of Interest in Estate Planning and Fiduciary Representation

Tuesday, November 10, 2015 3:00 PM to 6:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

This program is designed to facilitate a meaningful discussion about the many conflicts that arise (or may arise) in the context of estate planning and fiduciary litigation.  The panelists will guide the practitioners through real examples and will discuss issues to identify and ways to approach drafting to avoid some of the potential conflicts.  The panelists will also talk about best practices regarding engagement letters and conflict waivers.

Program Agenda:

  • ABA Model Rules and Engagement Letters
  • Estate Planning and Drafting: Joint Representation of Spouses and Multi-generational Representation
  • Lawyer Serving as Fiduciary
  • Fiduciary Representation and Litigation

Accreditation:
This program is eligible for 3 hours of ethics credits . The BBA is an accredited provider in Rhode Island, New York, California, Maine, and Vermont. If you need credit in another state for attendance for one of our accredited programs, we can provide you with a certificate of attendance to fill out for your jurisdiction. Forms certifying your attendance will be provided on the day of the program.

Registration Categories
BBA Member - $130.00
Non-Member - $170.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Law Student - $30.00

If the cost of this seminar would preclude you from attending, please contact us about tuition discounts.

Materials: The BBA has gone digital! We are reducing our printing of hard copy materials for accredited programs. All of our materials are now offered in electronic format and is sent in advance to registrants via email.  Free WiFi is available in all conference rooms so you can easily have your materials on your portable devices and laptops!

Refunds & Cancellations
Please note that refunds will only be allowed for cancellation notices received at least 24 hours before the program.

 

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Margaret DeMoura
mdemoura@bostonbar.org

 

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