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Ethics in Estate Planning & Administration in Virginia

(735 reviews)

Produced on March 04, 2019

$ 99 Ethics and Wills, Trusts, & Estates In Stock
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Course Information

Time 1h 1m
Difficulty Beginner
Topics covered in this course: Ethics Wills, Trusts, & Estates

Course Description

Estate administration in Virginia is complicated. The relationship between attorney and client is further complicated by the emotions that clients are often experiencing when they turn to their attorney for estate administration assistance. This program will help attorneys navigate the estate administration process effectively and competently, while also protecting themselves and minimizing their chances of being the subject of a malpractice claim. Attorneys will learn to navigate the complexities of estate administration with an eye towards promoting the ethical representation of clients in this difficult area of law.

Learning Objectives:

  1. Find guidance when confronting difficult ethical issues in estate administration
  2. Understand who you represent and why it matters
  3. Prevent conflict of interest issues
  4. Review what is competent representation, specialized knowledge, preparation and consulting
  5. Discuss attorney-client privilege, the duty of confidentiality, and how they may be applied
  6. Ethically handle attorneys’ fees
  7. Plan more and problem-solve less

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Lisa Campo

Hale Ball

Attorney Lisa M. Campo is an associate at Hale Ball. Ms. Campo has been with the firm since 2007 as a legal assistant before attending law school and as a law clerk during law school working primarily during her breaks from school. Ms. Campo graduated from University of Baltimore School of Law in Baltimore, Maryland. During law school, Ms. Campo was a member of the Robert F. Wagner National Labor & Employment Law Moot Court team and competed in the national competition held at New York Law School. Ms. Campo has special interest in Wills, Trust and Estate litigation and civil litigation.

Kimberley Murphy

Hale Ball

Kimberley Ann Murphy, Esq., has been a partner and principal attorney of the law firm of Hale Ball Carlson Baumgartner Murphy, PLC, in Fairfax, Virginia, since 2005. She had been an Associate with the firm since being admitted to the Virginia State Bar in October 2000. Attorney Murphy concentrates her practice in the areas of Administrative Law (professional license compliance), Estates and Trusts (administration and litigation) and Business/Civil litigation). She has appeared on numerous occasions before many circuit courts throughout the Commonwealth, in addition to the Court of Appeals of Virginia and the Supreme Court of Virginia, as well as the Virginia Department of Health Professions and Department of Alcoholic Beverage Control. In 2007, Attorney Murphy was admitted to practice before the Supreme Court of the United States.

Attorney Kimberley Murphy has published an article with the Virginia Bar Association's Wills, Trusts & Estates section as well as presented a seminar for funeral professionals for the International Order of the Golden Rule. She has presented CLE's for the Fairfax Bar Association and National Business Institute. She was named to Best Lawyers in America for 2014 for Trusts and Estates – Litigation, and for 2015 for Trusts and Estates and Trusts and Estates – Litigation. She attained an AV-rated peer review in 2014, and has been named to Super Lawyers since 2007.


James M.

Good one!

Christopher B.

Good course and instructors, however too much reading of code sections, etc. Otherwise great.

Thomas N.

well done!

Elizabeth F.

Excellent presentation

Joan R.

Both speakers were very good

Senna A.

Nice overview of some of the main ethical issues in this area of the law.

Katie F.

possibly the best ethics CLE I've ever seen

Brianna P.

Very helpful!

David P.

Excellent presentation by two marvelously qualified presenters.

Mark H.

Experienced and knowledgeable presenters.

Anne W.

Excellent delivery of information.

Davina D.

Great points especially the distinction between attorney-client privilege and confidentiality.

Douglas M.


Antoine M.

Important practical information

Jeremy S.

Thank you

Paul F.

Excellent Presentation

Nathan C.

Very good practical introduction to the topic.

Linda H.

Both presenters were very good, adding info to what the slides contained. Lively, interesting, detailed enough to be immediately useful.

James A.

Good job

Megan B.

One of my favorite ethics courses. Excellent!

Karen E.

Good overview of the subject matter. Short but informative presentation on general ethics of estate planning and administration.

Chris S.

great supporting materials. very helpful.

Cathleen W.

Great presentation, nicely organized.

William H.

Terrific presentation. They knew their stuff!

T. O.

Good course!

Jo M.

Very knowledgeable presenters with effective team-teaching approach.

Maeve T.


Virginia P.

This course was very helpful. It was concise and easy to follow.

Adele K.

One of the best CLEs I have heard from Lawline. Very substantive, good pace, clear communicators, practical info for non-specialists.

Charles S.

The materials were very helpful.

Thomas B.

Among the best.

Nathaniel R.

Great course--really informative and engaging.

Michael S.

Excellent presentation

Robert W.

Excellent. Clear organization and presentation.

Paul S.

Excellent instruction!

Diane C.

Enjoyed the course. Useful information. Particularly about whether an attorney can draft a will for a family member and inherit under the will.

Ajay P.

Top notch presentation; very knowledgeable; awesome citations to statutes and cases

Janet P.

I like these presenters. Knowledgeable and practical and smooth (in a good way).

Sarah B.

Well prepared and thorough presentation with helpful written materials.

David T.

Great class - very thorough analysis and recommendations.

Brian B.

Good presentaition with thorough research, thanks

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