Estate Planning Ethics: Joint Representation Agreements

National Business Institute
Training overview
Professional Course
1 hour
From 199 USD

Start dates
199 USD
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Course description

Estate Planning Ethics: Joint Representation Agreements

While joint representation is quite common in estate planning, it comes with a set of some very specific rules and challenges you must contend with. This specialized ethics guide will walk you through the process, point out potential problems, and offer practical solutions and workarounds. Stay within the ethical bounds of the profession no matter what comes your way - register today!

  • Address the pros and cons of joint representation at client intake.
  • Clarify the rules of consent and the best way to document it.
  • Get practical guidance for fulfilling your client communication duties when representing spouses.
  • Prevent conflicts of interest and get tips for handling disagreements between joint clients.
  • Clearly outline the bounds of your representation and discuss when and how to withdraw it.
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Training content

  • Advising Clients on the Downsides of Joint Representation in Estate Planning
  • Variations on Joint Representation Agreements (With Sample Agreements)
  • Consent to Joint Representation Letter: What to Include
  • Loss of Capacity of One of the Clients
  • Attorney Fees in Joint Representation
  • Information Flow Duties
  • Handling Disagreements Among Joint Clients
  • Joint Representation Agreements in Trusts and Estates Litigation
  • When to Withdraw From Representation

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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