Ethics for Estate Planning Practitioners in California (Audio Only)

(101 Ratings)

Produced on: January 19, 2018

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 61 minutes
Difficulty Beginner

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.


Learning Objectives:

  1. Discuss permissible modifications to the duty of confidentiality, the duty of loyalty, and the duty to avoid conflicts
  2. Review the rules associated with a fiduciary client or acting as a fiduciary yourself
  3. Determine how to proactively protect the attorney-client privilege

Faculty

Jennifer Scharre

Temmerman, Cilley & Kohlmann, LLP

Jennifer F. Scharre joined Temmerman, Cilley & Kohlmann, LLP in 2014. Ms. Scharre provides representation in the areas of estate planning, conservatorship matters, guardianship matters and trust and estate administration and litigation.

Her estate planning practice includes the preparation of revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and related estate planning documents.

Ms. 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. She also assists trustees and personal representatives with the preparation of trust accountings and estate tax returns.

Ms. Scharre’s practice also includes conservatorships and guardianships, including assisting with the establishment of conservatorship matters in the court system, as well as representation of clients who have preexisting conservatorship and guardianship matters.

Contact an experienced San Jose law firm for assistance in trust and estate and elder law matters. To learn more about Ms. Scharre’s skill, experience, or services, contact our San Jose office by calling 408­290­7210, our Danville office by calling 925­233­4399 or contact us online.

Reviews

SS
Steve S.

Very good, well presented course.

RG
ROBERT E. G.

Very good presentation

MK
Mark K.

Great review. Nicely laid out program.

AP
Andrew P.

Very helpful course even for the non estate and probate attorney Great review of ethics and professionalism

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$ 59 Ethics and Wills, Trusts, & Estates In Stock

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