| MCLE Credit: | 1.0 (Ethics: 1.0) |
| Live-Interactive Credit: | 0.0 |
| GAL for Incapacitated Persons CE Credit: |
1.0 (GAL Information) |
| Price: | $79 (Includes a downloadable audio version.) |
| Viewable Through: | 08/31/2028 |
$79.00 (or 1 Bundle Credit)
A pre-recorded streaming VIDEO replay of one session from the October 2025 webcast, 44th Annual Trusts and Estates.
Cosponsored with the Trusts and Estates Section of the Virginia State Bar
This session reviews various ethics rules with which estates and trusts practitioners must grapple from time to time. Topics include the differences between the duty of confidentiality and the attorney-client privilege; requirements when the attorney is named as fiduciary in documents he or she drafts; representing parties in the creation or review of marital agreements; representing a client who is both executor and beneficiary of an estate; requirements when a third party pays for the representation; dealing with unrepresented parties; the lawyer as fiduciary; required recordkeeping and monthly trust account reconciliation procedures; clients with diminished capacity; and more. The goals of the presentation are to review the Rules of Professional Conduct (RPC 1.6, RPC 1.7, RPC 1.8, RPC 1.14, RPC 1.15, RPC 4.3) and LEOs (LEO 1515, LEO 1757, LEO 1778, LEO 1800, LEO 1846, LEO 1850) on point and discuss practical solutions and procedures the practitioner can implement to avoid ethical landmines.
James A. Gillis, Law Offices of James A. Gillis / Arlington
Moderator
Emily A. Martin, Hook Law / Virginia Beach
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