"Ethics in Estate Planning: 2.0:
The Hidden Hazards of Trying to Do the Right Thing"
CLE WEBINAR
"Ethics in Estate Planning 2.0:
The Hidden Hazards of Trying to Do the Right Thing"
Presenter: Francis Burton Doyle, Esq.
CLE: 1.5 (includes 1.5 legal ethics)
Course Description:
Attorneys must anticipate and address the ethical issues in their estate planning engagements before they arise. Areas that frequently raise ethical concerns include client capacity, joint spousal engagements, multi-generational engagements, client identification in estate administration, continuation or termination of client relationships, and the lawyer's competency to undertake the project. Our webinar focuses on these and other ethical dilemmas, which arise daily in an estates and trusts practice. The base resource for our presentation is the Third Edition of the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel. This presentation will not only satisfy the California State Bar’s Ethics MCLE requirement, but aspires to be the most important webinar you will ever attend in terms of compliance with the ethical requirements imposed by the State Bar and preventing malpractice liability.
- Learn how to avoid disastrous conflicts of interest,
- Learn how to navigate the thorny issues regarding client confidentiality and
- Learn how to manage the ethical challenges regarding billing and collecting attorneys fees
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 which includes course materials and/or forms and the CLE Course Evaluation and CLE Certificate of Attendance.
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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.