Ethics Issues in a Modern Estate Planning Practice
Estate planners and those who administer estates and trusts frequently must adapt to changes in our practices, including evolving ethics concerns. We cannot be concerned only with our traditional ethics obligations owed to clients and former clients; many other ethics issues arise with increasing frequency.
- Ethics issues in managing office technology
- Maintaining confidentiality and the attorney-client privilege when working with a client’s other advisors
- Multijurisdictional practice issues
- Maintaining competence and diligence in the current environment