Risk Management for the Trusts and Estates Practitioner

Production Date: March 31, 2016 Practice Areas: Insurance Law and Wills, Trusts, & Estates Estimated Length: 3789 minutes


$ 59 Insurance Law and Wills, Trusts, & Estates In Stock

Legal malpractice claims against trusts and estates practitioners have risen by more than fifty percent over the course of the past twenty five years. As such, trusts and estates practitioners must recognize their exposure and incorporate risk management into their daily practice of law. This course reviews the trusts and estates practitioner’s increasing exposure to legal malpractice claims, the activities that lead to malpractice claims, ways to reduce exposure to potential claims, and insurance considerations for the trusts and estates practitioner.


Learning Objectives:

I.     Understand the increasing malpractice risks associated with the trusts and estates practice

II.    Review the ongoing erosion of the privity requirement in legal malpractice actions against trusts and estates attorneys

III.   Identify the activities that result in the most malpractice claims against trusts and estates attorneys

IV.   Learn best practices to avoid legal malpractice claims

V.    Consider insurance implications for the trusts and estates practice

Karl O.
Sodus, NY

Good overview for the trusts/estates lawyer.

Joseph Y.
Woodside, NY

he was very clear.

James L.
Lakeway, TX

Good, satisfactory

David F.
Dixon, IL


Gregory P.
Rochester, NY

Thank you.

Ryan R.
Seattle, WA

It was interesting to hear the history of the privity rules.

Linda L.
Manchester, CT

Very good and informative presentation.

Margaret R.
Slingerlands, NY

Excellent program and speaker. I could not recommend it more highly for a trusts and estates practitioner.

Charles D. J.
Houston, TX

The course was an excellent primer for avoiding legal malpractice in area of a law practice involving the individual client.

Georgian P.
Birmingham, AL

Informative and interesting!

Lori B.
Alpharetta, GA

Really good information and well presented.

Hansen A.
New York, NY

Very good presenter.

Fabian G.
Edinburg, TX

Very informational video. Thank you.

Timothy S.
London, OH

Well done

Mark G.
Highland Village, TX

Great examples and perspective. Thank you!

Jay G.
Lovisville, KY

Excellent presentation and speaker!

Daoud A.
Greenwich, CT

Excellent program

Louise B.
Aroma Park, IL

great discussion

Rich W.
Rockford, IL

Very informative.

Laura G.
Houston, TX

Excellent presentation. The attorney was well spoken and imparted valuable information.

robert s.

simply excellent treasure trove of information.

Mary Ellen F.
Atlanta, GA

Well done and thank you !

Vida B.
Encino, CA

very informative

James F.
Stamford, CT

Good presentation.

Michael P.
Dallas, TX

Very helpful.


very practical and applicable

Daniele N.
livingston, NJ

Great course.

Larry G.
Acworth, GA

Good program

Simon S.
San Antonio, TX

Very informative with good advice provided especially concerning obtaining malpractice insurance.

Stephen C.
Houston, TX


Peter A.
Garden City, NY

Comprehensive and relevant, very helpful and practical.

Michell B.
Magnolia, TX

Great speaker!

Walter R.
Houston, TX

Excellent and informative. Superior cross-over advice for any area of the practice.

Barbara N.
Los Angeles, CA

Excellent presentation. Instructor was articulate and engaging.

Marsha R.
Houston, TX

Well presented and informative. Thanks.

Candice S.
Houston, TX

good content and speaker

michael m.
Prescott Valley, AZ

Great information

Barbara R.
san francisco, CA

very well structured presentation.

Michael F.
Denton, TX

Although provided from the viewpoint of an advocate for prosecuting other attorneys for malpractice in this field, I felt it very effective to look at these matters from this viewpoint. Can't be cautious enough.

J. Donald H.
Manhasset, NY

Good common sense information - a quality presentation

Andrew Z.
Clark, NJ

good course

Baldemar C.
Austin, TX

very suitable for start uo counsel or ongoing counsel in field.

Kurt C.
Houston, TX

The content was excellent as well as the person who presented same.

Wesley P.
Lawrenceville, GA

He was very informative

mike m.
Lakeway, TX

Great one.

LaNetra L.
Pearland, TX

Very well organized and informative.

lance f.
New York, NY

really good advice from the instructor

Amy F.
Mentor, OH

Good to have an ethics course dedicated to a certain area of law.

Michael B.
Chicago, IL

incredibly informative course

Suzanne d.
Greendale, WI


William T.
Dalklas, TX

Very good presentation.

Paul A.
Dallas, TX

excellent presentation

Donna M.
Murphysboro, IL


Michael M.
Carle Place, NY

Good advice for every attorney, not only estate and trust lawyers

Tom G.
Montgomery, TX

Good review and reminder of how important client communication is

Patrick C.
Roslyn Heights, NY

shows good grasp of subject matter. Well done.

Francis Gerard H.
Lockport, NY

Good Program!

Michael R.
New York, NY

basic subject in today's legal/financial/family law environment

Rodney S.
Staten Island, NY


Shirley P.
Rockville, MD

It's a very decent presentation.

Stanley O.
East Northport, NY

Solid course. Many good points, guidelines and reminders

Scott C.
Annandale, NJ

Very useful for a new practitioner wishing to avoid common pitfalls.

Angela A.
New York, NY

The speaker was excellent as was the presentation. Very helpful material.

Quietta B.
Columbia, SC