Navigating the Ethical Issues in Representing Siblings and Multi-Generational Families (from Annual Trusts and Estates 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)
Designation Credit: 1.0 Trusts and Estates Practice, 1.0 Ethics (Designations Information)
Price: $79 (Includes a downloadable audio version.)
Viewable Through: 9/30/2023

Information

A pre-recorded streaming AUDIO replay of one session from the October 2020 webcast seminar, 39th Annual Trusts and Estates.


Cosponsored with the Trusts and Estates Section of the Virginia State Bar

This session walks through the ethical issues that practitioners face when representing multiple members and generations of the same family in estate planning or administration matters.  From siblings named as co-fiduciaries or as fiduciaries for other siblings, to family members who share trust or business interests, this presentation analyzes and discusses issues of communication, confidentiality, conflicts of interest, joint representation, and engagement agreements.

 
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Schedule

Faculty

FACULTY

Kathi L. Ayers, Vaughan, Fincher & Sotelo, PC / Tysons
Jennifer Lee Schooley, Schooley Law Firm / Richmond

MODERATOR

Carter R. Brothers, Spilman Thomas and Battle, PLLC / Roanoke

Locations, Dates and Fees

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