Program Details

Ethics Issues in Estate Planning

Content Partner:  ALI CLE
Price: $299.00*
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart


Most attorneys have a strong sense of what is ethical (maybe "proper" or "right" is a better term), and the vast majority of estate planners are of a personality type that makes them sensitive to concerns about ethics, conflicts, and propriety. It is part of what drives them to specialize in this area of legal service. What some attorneys (and estate planners are not immune) may lack, however, is a sense of the ethics issues and problems that can arise. This session is designed to heighten sensitivity by examining real world problems that raise real world ethics issues. 

The rules governing the legal profession are not about morality as much as they are guidelines and prohibitions that regulate the practice of law. Learning them is not difficult. This session will raise one’s level of consciousness about certain "predictable" ethical dilemmas in estate planning and fiduciary administration, in situations that often generate or showcase problems or issues. In some situations the ethics issue is clear and the appropriate action is easily identifiable. In many other cases, there is no "correct" response to the problems that are identified or, worse, there is no good way out of a thicket. In these circumstances, a good result is recognition of the problem before it occurs; often a conscious anticipation and a sensitivity to these concerns is the best remedy. The task, therefore, is to identify the types of issues that must be considered and the types of context in which they often arise.

Program Schedule

MONDAY, APRIL 20, 2009

1:00 p.m. Ethics Issues in Estate Planning - Panel discussion--Messrs. Pennell and Gadsden and Ms. Miyasaki

Audience Questions and Answers

3:00 p.m. Adjournment

Practice Areas: Estate Planning & Probate, Ethics & Professional Responsibility
Online Media Type: Video
Production Date: 04/20/2009 1:00 PM EDT
Level: Intermediate
Category: Standard
Duration: 2 Hours, 0 Minutes
Online Format: Live

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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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Total Credits: 2
Specialty Credits: Ethics 2
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Jeffrey N. Pennell - Richard H. Clark Professor of Law, Emory University School of Law; Atlanta, GA
Christopher H. Gadsden - Gadsden, Schneider & Woodward LLP; Radnor, PA
Joy M. Miyasaki - Law Offices of Shuichi Miyasaki; Honolulu, HI
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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