"Ethics in Estate Planning 1.0: The Hidden Hazards of Trying to Do the Right Thing"
A basic overview of the ethical rules that affect the estate planner in everyday practice
CLE Webinar
"Ethics in Estate Planning 1.0:
The Hidden Hazards of Trying to Do the Right Thing"
Presenter: Francis Burton Doyle, Esq., WealthPLAN
CLE: 1.5 (includes 1.5 legal ethics)
Course Description:
This 90-minute CLE presentation includes a basic overview of the ethical rules that affect the estate planner in everyday practice. With an attorney's busy schedule, it is difficult to remain current on rules that direct and govern the fundamental duties an attorney encounters while serving the needs of the client. This program will provide an in-depth analysis of the rules that are most frequently encountered by the practitioner such as communication, confidentiality, conflicts of interest, scope of representation and obligations in dealings with third parties. Knowledge of the ethical rules of practice are essential for attorneys to protect themselves.
Meeting and representing clients to discuss estate planning and other end-of-life legal issues can involve a number of ethical considerations. When the estate planning process begins with a call from a potential client's spouse, partner, family member, or close friend, the attorney must first determine who the client is. Other crucial issues include client confidentiality, conflicts of interest, the client's mental capacity, undue influence, and the participation of family members or caregivers in the estate planning process. This webinar offers both the legal and practical guidance for attorneys dealing with these ethical issues in the estate planning process.
This CLE Legal Training Package includes the following:
1) A Video Recording (MP4-immediate download) of the Live Course Session
2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the
Live Course Session
3) A PDF/immediate download of the Comprehensive eStudy Guide and/or forms with the CLE
Course Evaluation and CLE Certificate of Attendance.
Attention Attorneys, Trust Administrators, Financial Planners, Fiduciaries,
CPAs and Other Wealth Planning Professionals
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Your CLE Instructor
Francis Burton Doyle, Esq., Founder of WealthPLAN
Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.
Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.
Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.
CLE Webinar Curriculum
Frequently Asked Questions
Dear CLE Participant
A note from the presenter of the course:
My name is Frank Doyle; I have been working in the estates and trusts area of law for over thirty years…. I am a member of the State Bar of California and certified by the Cal Bar as a specialist in Taxation Law and Probate, Estate Planning and Trust Administration. I am also an educator and I enjoy teaching and sharing the stories of the challenging legal conundrums that I have solved in my estate planning practice over the years. My goal as an educator and professor of law is to provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more to help the participant (you) to understand each topic we cover.
Thank you for choosing Advanced Legal Training Institute as your preferred CLE Provider, we appreciate your business.