Ethics, Best Practices,
By: Professor Denis Kleinfeld, Esq.A discussion, albeit in brief form, of a narrow issue on the application of the ethical rules on a lawyer providing services in circumstances where...
Estate Planning, Strict Privity, Ethics,
by Jennifer L. Villier, JD | Business Law Faculty, WealthCounsel The strict privity rule has long protected estate planning attorneys from lawsuits brought against them by disappointed beneficiaries. While some states...
Estate Planning, Wills and Trusts, Ethics, Family,
by Matthew T. McClintock, JD | VP of Legal Education, WealthCounselAs estate planning professionals, our first questions are often, quite understandably focused on more practical, immediate considerations. (Is the plan complete?...
Ethics, Success Strategies, Client Communications,
WealthCounsel attorneys distinguish themselves in a number of ways but most significantly by being trusted advisors who care more about relationships than transactions. I often hear the question, “How do...
Ethics, Technology, Techo-Ethics,
by John H. Burman | Contributing Guest Writer, Corthell and King, P.C.Think about how you ran your legal practice, communicated, and managed your personal and/or professional accounts 10 years...
Ethics, Estate Planning,
by Kristin Yokomoto, JD - WealthCounsel Member Since 2014Due to the unique nature of estate planning which may involve, among other types of planning: (a) planning for joint clients; (b)...
Thought-Leader Series, Estate Planning, Business Planning, Ethics,