Practical Compliance Guidance from Experienced Attorney Faculty
While joint representation is quite common in estate planning, it comes with a set of some very specific rules and challenges you must contend with. This specialized ethics guide will walk you through the process, point out potential problems, and offer practical solutions and workarounds. Stay within the ethical bounds of the profession no matter what comes your way - register today!
Address the pros and cons of joint representation at client intake.
Clarify the rules of consent and the best way to document it.
Get practical guidance for fulfilling your client communication duties when representing spouses.
Prevent conflicts of interest and get tips for handling disagreements between joint clients.
Clearly outline the bounds of your representation and discuss when and how to withdraw it.
Who Should Attend
This legal ethics guide is designed for attorneys. Paralegals will also benefit.
Advising Clients on the Downsides of Joint Representation in Estate Planning
Variations on Joint Representation Agreements (With Sample Agreements)
Consent to Joint Representation Letter: What to Include
Loss of Capacity of One of the Clients
Attorney Fees in Joint Representation
Information Flow Duties
Handling Disagreements Among Joint Clients
Joint Representation Agreements in Trusts and Estates Litigation
DEAN R. DIETRICH, a shareholder with Weld Riley, S.C., has practiced in the areas of municipal law, labor relations and employment law, representing public and private sector clients in all aspects of municipal law and employment law including labor relations. Mr. Dietrich also represents clients in the area of lawyer ethics and professional responsibility and has represented many attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation and has consulted with numerous law firms and lawyers regarding compliance with the Rules of Professional Conduct. He has served as chair of the State Bar Committee on Professional Ethics in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to Supreme Court Rules Chapter 20, the Rules of Professional Conduct for Attorneys. In addition, Mr. Dietrich is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. He is also a member of the Labor and Employment Law and Local Government sections of the State Bar of Wisconsin. He is a member of the State Bar of Wisconsin and past president of the Senior Lawyers Division. Mr. Dietrich is a graduate of Marquette University Law School.
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