Craig Alexander Talks about Legal Ethics in Estate Planning Practice

08.13.19

Craig Alexander presented “Legal Ethics in Estate Planning Practice” during a NBI Seminar in Birmingham on August 12. During the lecture, Alexander reviewed topics to assist attorneys in avoiding ethical dilemmas that can occur with estate planning such as:

  • Defining Who Your Client Is from the Start
  • Handling Clients with Diminished Mental Capacity
  • Lawyers Acting as Fiduciaries
  • Estate Status Updates for Clients
  • Preventing Unauthorized Practice of Law by Legal Staff

The presentation was part of a comprehensive two-day seminar entitled, “Estate Planning: The Ultimate Guide.” A copy of the course materials or audio CD are available at NBI Seminars.

 
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