Ethical Issues for Estate Planning Lawyers
(an ATG Legal Ed OnDemand program)
Qualified for 2.0 MCLE Professional Responsibility hours.

PROGRAM SUMMARY:

Asset protection planning has become a well-recognized area of practice that is now viewed by a significant number of estate planning attorneys and other wealth planners as a necessary component of planning. In fact, many planners believe that the failure to advise a client about asset protection planning options may be grounds for a claim of malpractice. This program discusses common situations that pose ethical dilemmas for estate planning practitioner and the relevant Illinois Rules of Professional Conduct. Examples include the following:
  • Ethics of asset protection;
  • Fraudulent transfers;
  • Life Insurance with elderly clients; and
  • Responsibility regarding competency with elderly clients.
The program will also review the following ethics references:
  • Illinois Rules of Professional Conduct;
  • Illinois State Bar Association Ethics Opinions;
  • Attorney Registration and Disciplinary Commission Opinions; and
  • Appellate Court Decisions.
Connect program logo
ATG’s remote-learning system enables you to participate in MCLE without leaving your office. Register via e-mail. No software downloads or cumbersome add-ons — just a Flash-enabled* web browser, which you probably already have! Click here for more information.

*NOTE: After May 19, 2008, users must update their Flash Player to version 9 or greater. To install Adobe Flash Player version 9, click here.

CONTINUING LEGAL EDUCATION INFORMATION:

ATG is an Illinois Accredited Continuing Legal Education Provider. This program qualifies for 2.0 hours of MCLE Professional Responsibility credit in Illinois.

WHO SHOULD ATTEND:

ATG Trust members; estate planning attorneys.

ATTENDEE RATES:

The following per person rates apply for this program:
  • FREE | ATG Trust member attorneys
  • $50 | All others
Take this program and Ethical Issues for Real Estate Lawyers to meet the 4.00-hour MCLE Professional Responsibility requirement and receive a $10 discount!

ABOUT THE SPEAKER

REGISTER:

On-Line Form

Each person attending must register separately. You will need external speakers or headphones (see requirements).
This program provided by

ATG Trust Company logo/site link

Learn more:
About ATG
Subsidiaries
Benefits of ATG Membership
Membership Application Form
[Last update: 5-7-08]