Avoiding the Most Common Ethical Errors in Estate Planning

Estate planning lawyers must always be mindful of potential malpractice pitfalls, or they may find themselves suddenly accused of failing to carry out a client’s directives. Join us for this 60-minute OnDemand video that examines how to avoid the most common ethical issues that may arise while preparing or executing an estate plan. Topics include: • The Potential of Malpractice Liability for Negligent Estate Planning - Disgruntled or Omitted Beneficiary as Plaintiff - Personal Representative of the Estate as Plaintiff • Potentially Negligent Conduct - Poor Client Interactions - Errors in Will Drafting - Improper Will Execution - Errors in Trust Drafting - Other Troublesome Mistakes • Potential Exposure for Breaches of Professional Responsibility - Estate Planning for Both Spouses - Representation of Non-Spousal Relatives - Naming Drafting Attorney as a Fiduciary - Capacity of Representation