Ethics in Estate Planning & Administration in Virginia (Update)

Estate Administration in Virginia can be full of twists, turns, and nuances.  The process is further complicated by the emotions and grief that family members and fiduciaries are simultaneously experiencing over the loss of a loved one. This course is meant to help attorneys navigate the estate administration process so they can effectively and competently assist their clients through the process, whatever the client's relation to the Estate. This course will help attorneys learn how to protect themselves and minimize their chances of being the subject of a malpractice claim. Attorneys will learn how to navigate the complexities of estate administration with an eye toward promoting ethical representation of clients in this difficult area of law. While aimed at attorneys, any professionals who come into contact with an Estate would benefit from the knowledge provided through this course.

1. Learn WHO you represent and why it matters

2. Prevent conflict of interest issues

3. Discuss competent representation, specialized knowledge, preparation, and consulting

4. Review the Attorney-Client privilege is and when it applies

5. Understand what your duty of confidentiality is

6. Handle attorneys' fees

7. Plan more and problem-solve less