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Estate Planning, Ethics and How Remote Work and Technology Add a New Layer

Estate Planning, Ethics and How Remote Work and Technology Add a New Layer

$129.00

This presentation explores practical ethical issues that may occur throughout the estate planning process, with a focus on issues related to the use of technology and remote work.

  • Participant will gain knowledge as to identifying the client and clarifying the engagement through relevant hypotheticals.
  • Session will present information regarding the ethical issues of alternative fees.
  • Participant will gain understanding of how attorney competency applies to different aspects of the estate planning process. Can an attorney do something that he or she has never done before?
  • Session will explore the evolving duties and ethical considerations related to technological competence and remote work.
  • Participants will explore ethical duties related to client confidentiality and communications, among other concerns. 


Presented by: Mary E. Vandenack

CLE: 1.0 Ethics credit (may also qualify for Technology credit)

Approved States: CA, CO, NJ, NV, NY, OK, PA, VT

(AK, AZ, CT, ND, NH, TX eligible to claim credit. MO eligible to claim general credit only.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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