A pre-recorded streaming VIDEO replay of one session from the October 2019 live seminar, 38th Annual Trusts and Estates Seminar.
Cosponsored with the Trusts and Estates Section of the Virginia State Bar
Supported by The Trust Company of Virginia
Estate planning and estate/trust administration often involve an elderly parent and strong-minded friends and family members—diminished capacity and elder abuse may also be in the mix. The practitioner must know how to ethically handle the challenging issues that these types of clients can present. The practitioner’s ethical responsibilities concerning duties to prospective clients, joint representation, conflicts of interest, confidentiality, and attorneys serving as fiduciaries are analyzed and discussed.