Malpractice in Estate Planning: Some Guidance on How to Avoid It
It goes without saying that an estate planning professional must provide competent services to the client. Confronted with an ever-changing legal and regulatory landscape, the estate planner must be vigilant not to allow the quality of his or her representation of clients to deteriorate. Given the plethora of currently available estate planning and post-mortem planning options, the potential for making mistakes may be greater than ever.
In this teleconference, we will consider:
- What constitutes malpractice?
- The interrelationship of ethics rules violations and malpractice claims
- The potential for liability to non-clients
- Estate planning malpractice hazard zones