Please Tech Responsibly – Ethics (from Annual Advanced Estate Planning and Administration 2022)

A pre-recorded streaming VIDEO replay of one session from the May 2022 live seminar, The Conner-Zaritsky 43rd Annual Advanced Estate Planning and Administration Seminar.

Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association

This session explores Rule 1.1’s competence requirement and Rule 1.6’s duty of confidentiality as they relate to the use of technology in the trusts, estates, and tax practice, with the aim of clarifying what the professionally responsible use of technology requires of practitioners. The presentation discusses the following more specific topics, among others: what we need to know about the benefits and risks associated with relevant technology; what reasonable efforts to protect confidential information stored and transmitted electronically are; and how outside vendors and others fit into compliance efforts. The presentation also addresses the extent to which our ethical obligations as tax preparers overlap with the Rules of Professional Conduct.