Asking Yourself the Right Questions to Analyze your Malpractice Exposure When Representing a Senior Estate Planning Client

Thursday, January 18, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1 CA CLE Hour. Includes Legal Malpractice Specialization.

Meet the Speaker

Randy M. Spiro, Esq.

Estate Planning Attorney

Altshuler & Spiro

About the Program

Our speaker, a veteran estate planning counsel, will discuss questions to help attorneys assess malpractice exposure. Were there pre-estate plan transmutations? Are both spouses equally willing to make a large gift? Can spouses agree that they can communicate with their attorney in confidence from each other? Are there vestiges of the privity rule in estate planning malpractice cases? Can the estate planning attorney become an unwitting player in the violation of interspousal fiduciary duties? Can the attorney's violation of an ethics rule play a role in a later malpractice case? Our speaker will address these questions and other issues relating to an attorney’s malpractice exposure in a presentation which is must for any estate planning counsel representing older clients.

Section Sponsors

This program is presented by the Trust and Estates law section, chaired by Elizabeth Acevedo and David Shapiro. The Elder Law Committee is chaired by Terry M. Magady. Find out more about the sections at www.bhba.org.

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.