Risk Management for the Trusts and Estates Practitioner

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