Trust & Estates Symposium On Demand Audio 9/25/2015
Trust & Estates Symposium On Demand Audio 9/25/2015

Trusts and Estates Symposium: Ethical Considerations for the Probate Bar and Trust Contest Strategies

Presented by the Trust & Estates Section

This year’s symposium focuses on attorneys representing families and avoiding conflicts of interest and attorney malpractice; and creative strategies in trust contest disputes. The first panel will discuss ethical dilemmas from the perspective of professional conduct rules, legal malpractice standards, and the practicalities of representing clients. Our experienced second panel will explore an approach to allow attorneys to successfully challenge or defend trust instruments.

Panel 1
Who Am I Representing? A Slippery Slope with Significant Risks

Speakers
Marshal A. Oldman, Oldman, Cooley, Sallus, Gold, Birnberg, & Coleman, LLP
James Ham, Pansky, Markle, Ham, LLP

Daniel B. Herbert, Manning & Kass, Ellrod, Ramirez, Trester, LLP

For lawyers that represent families over generations, through multiple marriages, or become a part of the estate plan, potential conflicts of interest arise time and again. In wearing several hats, attorneys need to navigate cautiously, as clients become estranged, family disputes arise, marriages end, and loyalties change. Our distinguished panel will address ethical dilemmas from the perspective of professional conduct rules, legal malpractice standards, and the practicalities of representing clients.

Panel 2
Strategies for Contesting and Defending Trust Instruments

Speakers
Lauriann Wright, Wright, Kim, Douglas, A Law Corporation

Robert C. Eroen, Eroen Law Firm

When it comes to invalidating trust instruments, one must know how to present a contest petition to the court. Defending a contest also requires a deft presentation to the court. Our experienced panel will explore the latest strategies to allow attorneys to challenge or defend trust instruments.

Originally Recorded 9/15/15

3 hours CLE credit, including 2.0 hours of Ethics Credit and 3.0 hours Estate Planning, Trust & Probate Law Legal Specialization Credit

Search terms: MCLE, California

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