Category: CAT: Ethics/Professionalism, NLADA, ST: Connecticut ... (show more) Category: CAT: Ethics/Professionalism, NLADA, ST: Connecticut, ST: Illinois, ST: Indiana, ST: Iowa, ST: Minnesota, ST: Nebraska, ST: Ohio, ST: Pennsylvania, ST: Tennessee, ST: Virginia, ST: Wisconsin (show less)

Estate planning attorneys face unique malpractice risks and client ethics concerns due to the complexity of their work and the potential for disputes among clients and beneficiaries. This CLE webcast, "Estate Planning Malpractice: Common Claims and How to Prevent Them," will explore the most frequent malpractice claims and ethics complaints in estate planning and provide practical strategies for avoiding these pitfalls. From drafting errors and improper advice to failure to update documents and conflicts of interest, attendees will gain a comprehensive understanding of the common issues that lead to problematic matters in this field. The program will also discuss best practices for managing client expectations, documenting communications, and ensuring thoroughness in the estate planning process. Estate planning attorneys will leave the session equipped with actionable tools and insights to reduce the risk of malpractice claims and ethics complaints and protect both their clients and their practice.
Attendees will learn:

• The most common malpractice claims ethics complaints in estate planning and the causes behind them.
• How to properly draft estate planning documents to minimize errors and omissions.
• The importance of clear communication and documentation to prevent client disputes.
• Best practices for managing client expectations and avoiding conflicts of interest.
• Tips for creating a comprehensive system for reviewing and updating estate plans.

This program will address the following ethics rules for attorneys: 

• ABA Model Rule 1.1 Competence
• ABA Model Rule 1.3 Diligence
• ABA Model Rule 1.4 Communication
• ABA Model Rule 1.7 Conflicts of interest: Current Clients
• ABA Model Rule 1.9 Duties to Former Clients

This program is designed for estate planning attorneys looking to strengthen their malpractice risk management practices and ensure they are providing the highest level of service while safeguarding their professional reputation.