This course, taught by experienced estate planning attorney Jennifer Scharre, will explore professional responsibility rules from three different perspectives. First, we will discuss the perspective of the client and the duties the attorney owes to the client. Second, we will cover the perspective of a fiduciary, and the special rules that apply. Finally, we will review the importance of preserving the attorney client privilege, and practical tips on doing so in Estate Planning practice in California.
This course is pre-approved for CLE credit in the following states. If your state is not listed, contact support for more information on how to receive credit
Jennifer F. Scharre is a Senior Associate with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.
Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns.
Mrs. Scharre's Accounting degree from the University of San Diego makes her uniquely equipped to assist clients in complex estate planning and estate administration. Ms. Scharre earned her J.D. degree from Santa Clara University School of Law.
Jennifer not only gives back to the legal community through speaking and presentations for professional organizations but also participates in her local community by providing informative presentations regarding estate planning, charitable giving, and special needs issues.
Mrs. Scharre will be teaching a Wills & Trusts course at Santa Clara School of Law in Spring of 2019.
Very clearly presented. Thank you.
Clearly demonstrated mastery of the material. Excellent.
This was great!
Good speaker! Informative
Very good, well presented course.
Very good presentation
Great review. Nicely laid out program.
Very helpful course even for the non estate and probate attorney Great review of ethics and professionalism