On Demand

Ethics for Estate Planning Practitioners in California (Audio Only)

1h 1m

Created on January 19, 2018




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

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