COURSE DESCRIPTION
Navigate the unique ethical challenges facing estate planning practitioners where family relationships, multigenerational planning, and complex financial arrangements create sophisticated professional responsibility scenarios. This specialized program addresses the intersection of legal ethics and estate planning practice, from multiple client representation to confidentiality in family settings. Ensure your estate practice maintains the highest ethical standards while serving complex family needs effectively.
- Understand multiple client representation rules and conflict identification in family estate planning
- Navigate confidentiality obligations when representing multiple family members with potentially conflicting interests
- Address competence requirements for specialized estate planning techniques and tax law compliance
- Master professional conduct standards affecting estate planning marketing, client development, and fee arrangements
Speakers:
Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.