Ethics Sessions
Home  /  Heckerling Institute on Estate Planning  /  Ethics Sessions

 

The following sessions may be approved for ethics credits by many of the accrediting agencies. Ethics credit for these sessions may not be available in all instances. Please reference the ethics accreditation information for your specific jurisdiction and profession.

 

Wednesday, January 15th Special Session II-D (3:50 - 5:20 p.m.)
How To Practice Law, Abide by the Rules of Professional Conduct, and Have a Life that Rules

Nancy C. Hughes, Louis S. Harrison

 

Want a life outside the practice that rules? Save 4 weeks of time annually by implementing techniques designed to manage your practice efficiently and competently, while complying with the Rules of Professional Conduct.

 

Thursday, January 16th - Special Session III-F (2:00 - 3:30 p.m.)
Ethics in Charitable Gift Planning for All the Players

Conrad Teitell, Heather J. Rhoades

 

Many disciplines are involved. Professionals should know the ethics rules of their own professions and those of the others. Through 15 hypoethicals in this audience-participation session, you'll learn how to spot the issues and comply with the rules. In the process, you'll also learn important substantive rules. Not knowing your stuff is also unethical — not to mention malpractice.

 

Thursday, January 16th - Special Session IV-E (3:50 - 5:20 p.m.)
Ethics in Estate and Trust Disputes (a/k/a Tales from the Crypt)

Steven K. Mignogna, Charles D. "Skip" Fox IV, Jessica A. Uzcategui

 

Ethical duties often collide in estate and trust disputes. The program will target the most crucial ethics issues and national trends, including: conflicts of interest; confidentiality and privilege; duties in the drafting process; counsel fees; liability in court-appointed positions; and unauthorized practice of law. The session will benefit those professionals who create estate plans, those who deal with disputes and litigation about those plans - and those who don't want to be the target of litigation.

 

Friday, January 17th - 9:50 – 10:40 a.m.
Asset Protection Planning – Ethical? Legal? Obligatory?

Daniel S. Rubin

 

Professional ethical obligations, as well as the potential for civil and criminal liability, will give thoughtful counsel pause. The ethical advisor will always act to further his or her client's asset protection plan with appropriate due diligence and within permissible bounds as set forth under the governing rules of ethics - the parameters of which will be discussed in this program.


Heckerling Institute on Estate Planning
University of Miami School of Law, 1311 Miller Drive, Room C-423, Coral Gables, FL 33146
Telephone: 305-284-4762   |   Fax: 305-284-6752   |   Email: heckerling@law.miami.edu