MCLE Training: Ethics in Estate Planning

Presented by Bill Ambrunn, Esq., Law Offices of Bill Ambrunn.
Wednesday, October 12, 2011

Navigating Ethical Issues in the Estate Planning Process

1.5 Ethics CLE Credits

Overview: 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 training will offer legal and practical guidance for attorneys dealing with these ethical issues.

To RSVP: Email trainingsvlsp@sfbar.org or call 415-782-9000 ext. 8651

Who Can Attend? All active ALRP Panel Attorneys and associates at partner pro bono law firms are welcome to attend any of ALRP’s free MCLE trainings. Attorneys who wish to attend but who are not currently members of ALRP are requested to join our Panel and accept two referrals in the next year. Due to space limitations, attorneys who have not yet joined our Panel are requested to attend only one free training per season. After joining the Panel, attorneys can attend as many trainings as they like.

BASF/VLSP CLE programs have been approved for Minimum Continuing Legal Education and Legal Specialization credit by the State Bar of California. The Bar Association of San Francisco is a State Bar of California certified provider.