Application of Legal Ethics Rules When There’s No Attorney-Client Relationship
December 10, 2024
1:00-2:30 PM EST
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Our ethical obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning, as well as estate and trust administration, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions involving:
- Prospective clients
- Unrepresented parties (including beneficiaries and Trustees)
- Parties represented by other lawyers
- Lawyers serving as Personal Representatives and Trustees
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
