LexisNexis®
University

Avoiding the Most Common Ethical Errors in Estate Planning

Content Provider
American Law Institute CLE
Product
CLE
Run Time
63 Minutes
Recording Date
12/15/2021
Presenter(s)
Gerry W. Beyer
Learning Method
On-Demand Training
Practice Area
Ethics, Estate Planning and Elder Law

Price $219.00

Add To CartCheckout

Description

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

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00Ethics12/31/2022
AlaskaApproved1.00EthicsOn-going
ArizonaApproved1.00EthicsOn-going
ArkansasApproved1.00EthicsOn-going
CaliforniaApproved1.00Ethics12/14/2026
ColoradoApproved1.00Ethics12/31/2024
ConnecticutApproved1.00EthicsOn-going
DelawareApproved1.10Ethics03/06/2024
FloridaApproved1.00Ethics10/31/2023
GeorgiaApproved1.00Ethics12/31/2022
HawaiiApproved1.00EthicsOn-going
IdahoApproved1.00Ethics12/14/2026
IllinoisApproved1.00Ethics03/06/2024
IndianaApproved1.00Ethics04/17/2023
IowaApproved1.00Ethics12/14/2022
KansasApproved1.00Ethics03/22/2023
LouisianaApproved1.00Ethics03/06/2023
MaineApproved1.00General04/10/2024
MinnesotaApproved1.00Ethics03/28/2024
MississippiApproved1.10Ethics03/06/2023
MissouriApproved1.30GeneralOn-going
MontanaApproved1.00Ethics12/14/2024
NebraskaApproved1.05Ethics12/14/2023
NevadaPending State Response0.00
New HampshireApproved1.10Ethics12/14/2024
New JerseyApproved1.00EthicsOn-going
New MexicoApproved1.10Ethics12/14/2026
New YorkApproved1.00EthicsOn-going
North CarolinaPending State Response0.00
North DakotaPending State Response0.00
OhioApproved1.00Professional Conduct12/31/2022
OklahomaApproved1.00Ethics03/06/2023
OregonApproved1.00Ethics12/14/2024
PennsylvaniaApproved1.00Ethics03/06/2024
Puerto RicoApproved1.05Ethics05/01/2023
Rhode IslandApproved1.00Ethics06/30/2023
South CarolinaApproved1.05Ethics12/31/2022
TennesseeApproved1.05Ethics03/06/2023
TexasApproved1.00Ethics02/28/2023
UtahPending State Response0.00
VermontApproved1.00EthicsOn-going
VirginiaApproved1.00Ethics10/31/2022
WashingtonApproved1.00Ethics12/14/2026
West VirginiaApproved1.26EthicsOn-going
WisconsinApproved1.00GeneralOn-going
WyomingApproved1.00Ethics03/06/2023