Loss Prevention and Ethical Issues in Trust and Probate Matters

Tuesday, May 19, 2026

1:00 p.m. – 2:00p.m. ET
Presenter: Cari Sheehan, Esq.

Program Description:

This CLE program examines the ethical and practical challenges attorneys regularly encounter in probate, estate administration, and trust matters. Attendees will explore how conflict rules apply in family-centered representations, fiduciary appointments, confidentiality issues, and matters involving diminished capacity or undue influence. The presentation also addresses best practices for fee arrangements, candor to the tribunal, and risk management strategies designed to reduce grievances and malpractice exposure. Participants will leave with practical guidance for navigating complex relationships while maintaining compliance with professional responsibility obligations.

CLE Credit

Taft has applied for 1.0 hour of CLE credit for this webinar. Approval is pending across Taft markets. Attendance will be recorded through Zoom. After the program, attendees will receive a survey to complete for CLE credit.

To register, please contact mdanison@taftlaw.com.