Ethics Issues Facing Trusts and Estates Practitioners
Our representation of clients must always be within the ethics parameters imposed by applicable state law, the rules governing conduct within our various professions, the IRS and the courts. Consistent and fair adherence to the relevant standards, even when that results in client annoyance or the need to decline or exit an engagement, is mandatory. To avoid landmines, we need to exercise common sense and have an in-depth knowledge of ethics issues specific to estate planning and trust administration.
- Screening clients to avoid problems before they develop
- Ethics dilemmas in asset protection planning
- Representing clients with diminished capacity
- Obligations of lawyer after representation has become dormant