Averting a Wealth of Trouble - Top Issues and Solutions

CLE Webinar, June 18, 2025, 1:00 pm ET

The trust and estate planning practice continues to be a source of significant professional liability claims. The practice requires a range of knowledge and careful attention not only to substantive law, but also to professional responsibility and liability concerns. Using examples from ALAS claim files that illustrate certain problems, this program addresses many of these challenges.

Topics include conflicts of interest and related issues (Rules 1.7, 1.8, 1.9, 1.10, 1.13), common mistakes in the T&E practice (Rule 1.1), and the need for good communication and documentation (Rule 1.4), client capacity (Rule 1.14), and other ethical pitfalls that can ensnare trust and estate lawyers.

To register, please contact MDanison@taftlaw.com.