When Good Plans Go Bad: Ethics and Risk Management in Trust & Estate Practice.

Описание: Attorneys Adam A. Ainslie and Amanda Moghaddam examine common scenarios in which well-intentioned estate plans and probate representations go awry, leading to conflicts of interest, capacity challenges, undue influence claims, and professional responsibility pitfalls.

This ethics-credit MCLE provides practical risk management strategies for both trust and estate planners and probate litigators. Viewers will learn how to identify red flags early, navigate ethically fraught representations, document decisions effectively, and reduce exposure to malpractice claims and disciplinary complaints.

Speakers:
Adam A. Ainslie is a partner at Collins + Collins LLP where he litigates cases throughout California. Mr. Ainslie often represents lawyers/law firms in legal malpractice claims particularly in the area of trust and estate attorney malpractice. He has handled claims of both litigation malpractice and transactional malpractice.

Amanda Moghaddam, Immediate Past President of the SFVBA, is a claims attorney with Lawyers Mutual Insurance and a renowned Certified Specialist in Legal Malpractice Law.

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DISCLAIMER: Speakers' positions are not necessarily those of the SFVBA. The information contained in this video is not legal advice, not legal counsel, and may not be relevant in various territories and/or jurisdictions. As the law changes often, the information in this video may not be relevant. No attorney-client relationship is formed by use of this video. The information in this video is for general purposes only.