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Avoiding the Estate Planning “Blue Screen of Death” With Competent and Ethical Practices



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Description: Program Description:
 
All it takes is one careless act to place you in the hot seat for months or years where you might watch your personal, professional, and financial life crumble around you. An estate planner may become a defendant in a case involving an estate he or she planned in two main ways.
 
First, the attorney may have performed his or her services in a negligent manner potentially creating exposure to malpractice liability. A recent study revealed that 10.67% of malpractice claims are based on conduct relating to estate, trust, and probate. Second, the attorney’s conduct may have lapsed below ethically acceptable standards.
 
This presentation reviews the exposure an estate planner may have to malpractice liability and then focuses attention on ethical issues that may arise while preparing or executing the plan. The presenter hopes that by pointing out potentially troublesome areas, the attendees will avoid the ramifications of drafting a flawed estate plan or having a lapse of ethical good judgment, which may lead to the frustration of the client’s intent, financial loss to the client or the beneficiaries, personal embarrassment, and possible disciplinary action.
 
 
Presenter Bios (to be included with description of program)
 
Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship.   Previously, Prof. Beyer taught as a professor or visiting professor at several other law schools including Boston College, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, St. Mary’s University, and La Trobe University (Australia).  He is the recipient of dozens of outstanding and distinguished faculty awards including the Chancellor’s Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech.  Prof. Beyer was also the recipient of the 2012-2013 Outstanding Researcher Award (Law) and the 2015 President’s Academic Achievement Award.
 
As a state and nationally recognized expert in estate planning, Prof. Beyer was inducted into the National Association of Estate Planning Councils' Estate Planning Hall of Fame in November 2015. He is a highly sought after lecturer and presents dozens of continuing legal education presentations each year for many state and local bar associations, universities, and civic groups.
 
Prof. Beyer is the editor of the most popular estate planning blawg in the nation which for the past six years was named to the ABA Journal's Blawg 100 and was awarded ABA Blawg 100 Hall of Fame status in December 2015.  He has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law, an estate planning casebook, and the Wills, Trusts, and Estates volume of the Examples & Explanations series.  He has three times won awards from the American Bar Association’s Probate & Property magazine for his writing and is one of the most often downloaded law authors on the Social Science Research Network.  He is currently the Editor-in-Chief of the REPTL Reporter, the official journal of the Real Estate, Probate and Trust Law Section of the State Bar of Texas.
 
Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities.  He is the advisor for the Estate Planning and Community Property Law Journal and its annual seminar.
 
Professor Beyer received his J.D. from the Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois.  He is a member of the Order of the Coif, an Academic Fellow of the American College of Trust and Estate Counsel, and a member of the American Law Institute.



Practice Areas: Estate Planning & Probate, Ethics & Professional Responsibility, Real Estate Law
Online Media Type: Audio
Production Date: 01/21/2022
Level: Intermediate
Category: Standard
Duration: 1 Hours, 1 Minutes
Online Format: On Demand

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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.

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Credit Eligibility:
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Total Credits: 1
Specialty Credits: Ethics 1
Status: Reciprocal Credit Available
Expiration: 01/20/2025
Training Type: Online

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Speakers:
Gerry W. Beyer - Professor, Texas Tech University School of Law; Lubbock, TX
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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