Family Matters - Navigating (and Mitigating) Ethical Conflicts in Estate Administration and Planning

This presentation, given by Trustate founder and CEO Leah Del Percio, will go over the different types of intrafamilial conflicts that estate attorneys typically face, and how they can employ strategies to mitigate them. Ms. Del Percio covers many important topics, including understanding how conflicts are presented, how to spot conflicts, and how to handle them in an ethical manner.

Learning Objectives:

1. Identify what conflicts might present themselves in the context of an attorney's estates practices
2. Explore the various types of conflicts and how they arise in the estate law context, and the implications and potential consequences for them
3. Determine how to handle conflicts, including deciding whether or not they are waivable, as well as the mechanics of a conflict waiver in common scenarios for estate lawyers