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Overview
Keep Your Estate Administration Practices Beyond Reproach
Legal ethics duties and dilemmas in probate practice are unique and require a special set of skills to ensure compliance. This specialized ethics guide breaks down key ethical challenges probate practitioners are likely to face in their daily work and offers best practices for meeting the highest standards of the profession. Don't let your daily routine slide into noncompliance - register today!
- Determine what ethical duties to the decedent remain and how to fulfill them.
- Avoid simple mistakes that can cost you your law license.
- Learn from the mistakes of others - analyze recent discipline decisions stemming from probate cases.
- Face scope of representation challenges head-on.
- Uncover conflicts of interest that often go undetected and learn how to resolve them.
- Keep up with what duties of competence and diligence mean in real-life probate practice.
Abbreviated Agenda
- Relevant Rules of Professional Conduct Update
- Duties of Competence and Diligence: What it Means to Specific Probate Tasks
- Who is Your Client?
- Conflicts of Interest and Joint Representation
- Data Security Considerations
- Confidentiality Duty Post-Mortem
- Fiduciary Duties
- Common Scope of Representation Issues
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 03-20-2027 |
| Alabama CLE |
|
1 Total | 12-31-2025 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 03-20-2027 |
| California CLE |
|
1 Total | 03-20-2027 |
| Colorado CLE |
|
1 Total | 12-31-2027 |
| Connecticut CLE |
|
1 Total | 03-20-2027 |
| Delaware CLE |
|
1 Total | 03-20-2027 |
| Florida CLE |
|
1 Total | 09-30-2026 |
| Georgia CLE |
|
1 Total | 12-31-2025 |
| Hawaii CLE |
|
1 Total | 03-20-2027 |
| Iowa CLE |
|
1 Total | |
| Idaho CLE |
|
1 Total | 03-20-2030 |
| Illinois CLE |
|
1 Total | 03-19-2027 |
| Indiana CLE |
|
1 Total | 03-20-2026 |
| Kansas CLE |
|
1 Total | 03-19-2026 |
| Louisiana CLE |
|
1 Total | 03-20-2026 |
| Maine CLE |
|
1 Total | 03-19-2027 |
| Minnesota CLE |
|
1 Total | 03-20-2027 |
| Missouri CLE |
|
1.2 Total | 03-20-2027 |
| Northern Mariana Islands CLE |
|
1 Total | 03-20-2027 |
| Montana CLE |
|
1 Total | 03-20-2028 |
| North Carolina CLE |
|
1 Total | 02-28-2026 |
| North Dakota CLE |
|
1 Total | 03-20-2028 |
| Nebraska CLE |
|
1 Total | 03-20-2027 |
| New Hampshire CLE |
|
1 Total | 03-20-2028 |
| New Jersey CLE |
|
1.2 Total | 01-17-2026 |
| New Mexico CLE |
|
1 Total | 03-20-2027 |
| Nevada CLE |
|
1 Total | 03-20-2028 |
| New York CLE |
|
1 Total | 03-20-2028 |
| Ohio CLE |
|
1 Total | 12-31-2025 |
| Oklahoma CLE |
|
1 Total | 03-20-2027 |
| Oregon CLE |
|
1 Total | 03-20-2028 |
| Pennsylvania CLE |
|
1 Total | 03-20-2027 |
| South Carolina CLE |
|
1 Total | 12-31-2025 |
| Tennessee CLE |
|
1 Total | 03-19-2027 |
| Texas CLE |
|
1 Total | 02-20-2026 |
| Utah CLE |
|
1 Total | 12-31-2025 |
| Vermont CLE |
|
1 Total | 03-20-2027 |
| Washington CLE |
|
1 Total | 03-19-2030 |
| Wisconsin CLE |
|
1 Total | 12-31-2026 |
| West Virginia CLE |
|
1.2 Total | 03-20-2027 |
| Wyoming CLE |
|
1 Total | |
| North Carolina Continuing Paralegal Education |
|
1 Total | 02-28-2026 |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Legal Ethics in Probate
- Relevant Rules of Professional Conduct Update
- Duties of Competence and Diligence: What it Means to Specific Probate Tasks
- Who is Your Client?
- Conflicts of Interest and Joint Representation
- Data Security Considerations
- Confidentiality Duty Post-Mortem
- Fiduciary Duties
- Common Scope of Representation Issues
Who Should Attend
This legal ethics briefing is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Kenneth A. Votre
is an attorney at Votre & Associates, P.C. He practices commercial litigation, taxation, tax litigation, international business litigation, legal malpractice, and intellectual property litigation. Mr. Votre earned his bachelor's degree from the University of Bridgeport, as well as his J.D. degree, magna cum laude. He earned his LL.M. degree in taxation from the University of Bridgeport and his LL.M. degree in international and comparative law from Georgetown University Law Center. Mr. Votre is admitted to practice law in Connecticut; New York; U.S. District Court, District of Connecticut; U.S. Tax Court; U.S. Court of Appeals, Federal and Second circuits; U.S. Court of International Trade; U.S. Supreme Court; and U.S. District Court, Northern District of Illinois.
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