Geri Wyle, Co-Chair of Saul Ewing LLP's Trusts & Estates Practice, will be speaking at the ALI “Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions” webinar on October 25, 2024 on the ethics of estate planning.
Ethical Dilemmas for Estate and Business Counsel – Michael Bourland and Geraldine Wyle
- Back to basics: Beefing up engagement letters (Model Rules 1.4 and 1.5)
- Duty of confidentiality and conflicts of interests (Model Rules 1.6-1.10, and 1.13)
- Multigenerational representation: Determining where duties are owed, former vs. current clients, etc.
- Business vs. personal interests
- Duty of communication (Model Rule 1.4)
- Propriety of matters to put in writing
- Multijurisdictional practice (Model Rule 5.5)
- Practice management, including preparing clients for the CTA
- What are firms doing to handle this internally and to prepare clients
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