Cannon Estate Planning Teleconference Series

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Ethics Issues Arising in Estate Planning for Those in Different Family Contexts

We must have a high degree of sensitivity to the innumerable needs and concerns of clients regardless of their particular type of family or the position they may occupy within a family. This is especially true when working with couples in a non-marital relationship, blended families and multiple generations of the same family (contexts that sometimes overlap).

These increasingly common engagements raise numerous ethics issues, including the following:

  • How best to construct engagement letters
  • Determining whether joint representation is desirable or even possible
  • Insidious conflicts of interest
  • Dealing with unrepresented individuals

Time and Location


    March 22, 2016


    12:30 PM


    Marcum LLP
    750 Third Avenue
    11th Floor
    New York, NY 10017