| MCLE Credit: | 1.0 (Ethics: 1.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.0 Trusts and Estates, 1.0 Ethics (Designations Information) |
| GAL for Incapacitated Persons CE Credit: |
1.0 (GAL Information) |
| Price: | $79 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2027 |
$79.00 (or 1 Bundle Credit)
A pre-recorded streaming VIDEO replay of one session from the April 2024 webcast seminar, Conner-Zaritsky 45th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of the Virginia State Bar
In this discussion, we explore the ethical issues confronted by the estate plan drafting attorney, whose now elderly client previously appointed his two sons as his financial agents. Now that the client is suffering from diminished capacity, and his sons are at odds with each other, what ethical challenges will the drafting attorney face while: (a) protecting his client; (b) complying with the competing demands of the agents; and (c) dealing with one of the agent’s particularly cantankerous attorneys (and whose paralegal is the agent’s spouse!)?
Nathan R. Olansen, Midgett Preti Olansen PC / Virginia Beach
Frank A. Thomas, Frank A. Thomas, III PLC / Orange
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