Ethical Issues When an Attorney Serves as a Fiduciary (from Annual Advanced Elder Law Update 2020) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 1.0

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: 09/30/2023

Information

A pre-recorded streaming AUDIO replay of one session from the September 2020 webcast seminar, 29th Annual Advanced Elder Law Update.


Cosponsored with the Virginia Academy of Elder Law Attorneys (VAELA)

Many elder law clients, particularly older ones, may have a difficult time thinking of someone to serve as a fiduciary under a will, power of attorney, or advance medical directive, and will ask the drafting attorney to serve. Sometimes attorneys are appointed as guardian or conservator either for their clients or for others. Should an attorney take on the role of fiduciary? If an attorney does take on the role of fiduciary, what ethical obligations or pitfalls arise? Are your decisions acting as a fiduciary covered by your malpractice coverage? This session discusses the wisdom and practicality of having an LEO 1515 letter in place with the client.

 
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Schedule

Faculty

FACULTY

Neal L. Walters, Scott Kroner, PLC / Charlottesville

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