The daily tasks of estate planning present unique ethical challenges. This practice-specific legal guide distills the rules of professional conduct to the specific problems trusts and estates attorneys face and provides solutions to the top dilemmas. From joint representation of spouses to attorneys acting as fiduciaries, prepare to uphold the highest standards of the profession and keep your reputation beyond reproach. Register today!
Set clear boundaries of who the client is in cases of concerned family members and clients with diminishing capacity.
Prevent client trust account mistakes and set fair attorney fees.
Explore top legal ethics questions when your drafting client enters litigation: do you sign a new agreement? Do you refer out? What is the scope of your current representation? What new conflicts are created?
Identify top legal malpractice dangers and get practical guidance for mitigating risk.
Clarify your duties to the client after death and how they play out in guarding confidentiality, requests for case files, and other common situations.
Whom Do You Represent?
Joint Representation of Spouses
What are Your Ethical Obligations to the Deceased Clients?
LOUIS A. SILVERMAN is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts, and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, and before the U.S. District Court for Arizona and the Western District of Texas.
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