Trusts, Estates & Probate

4.67

Estate Planning and Probate Ethics: Who is Your Client?

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
OnDemand
58 minutes
Jason Hicks
With Jason F. Hicks from Guilford County Attorney's Office
Recorded November 17, 2025.
Product ID 101208

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Overview

Applying RPCs to Unique Types of Trusts and Estates Clients

This incisive course addresses unique ethical complexities trusts and estates practitioners face when representing unique types of clients. Seasoned attorney faculty will explore the application of specific rules of professional conduct - conflicts of interest, confidentiality, attorney duties of loyalty - to various parties in estate planning matters. Navigate intricate matters of inheritance planning and probate administration responsibly and effectively - register today!

  • Clearly define the attorney-client relationship and communicate roles and obligations to third parties.
  • Analyze ethical obligations and responsibilities concerning client representation, confidentiality, and conflicts of interest.
  • Identify additional ethical challenges when representing fiduciaries.
  • Learn what unique ethics challenges beneficiary clients present.

Abbreviated Agenda

  1. Who is Your Client? Clearly Signaling Your Duties and Priorities to Third Parties in Meetings and Communications
  2. Conflict of Interest Checks and Waivers (and Red Flags to Watch out for)
  3. Unique Ethical Considerations in Representing Fiduciaries
  4. Representing Beneficiaries
  5. Top Legal Ethics Issues When the Client is the Grantor
  6. Representing Married Couples
  7. Legal Ethics Duties to Deceased Clients

Related Topics

Product ID 101208

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Planning and Probate Ethics: Who is Your Client?

    1. Who is Your Client? Clearly Signaling Your Duties and Priorities to Third Parties in Meetings and Communications
    2. Conflict of Interest Checks and Waivers (and Red Flags to Watch out for)
    3. Unique Ethical Considerations in Representing Fiduciaries
    4. Representing Beneficiaries
    5. Top Legal Ethics Issues When the Client is the Grantor
    6. Representing Married Couples
    7. Legal Ethics Duties to Deceased Clients

Who Should Attend

This legal ethics guide is designed for attorneys in trusts and estates practice. Paralegals and legal staff will also benefit.

Speakers

Jason F Hicks
Jason F.
Hicks
Guilford County Attorney's Office
Speaker bio
Jason F Hicks

Jason F. Hicks

Guilford County Attorney's Office
Jason Hicks

is an assistant county attorney with Guilford County, North Carolina. He is licensed in both Tennessee and North Carolina. Over the course of his career, Mr. Hicks has practiced family/divorce law, probate and litigation, as well as elder law, juvenile law, and local government law. He is a member of the District 24 (North Carolina); Putnam County (Tennessee); and Tennessee, North Carolina, and American bar associations. Mr. Hicks is currently the president of the North Carolina DSS Attorney's Association. He is past president of the Putnam County Bar Association and Upper Cumberland Trial Lawyers Association. Mr. Hicks is also the past vice president of the Tennessee Bar Association-Young Lawyers Division. He is a frequent speaker at legal education seminars, having presented over forty CLE presentations. Mr. Hicks is a barrister member of the Guilford Chapter, American Inn of Courts. He earned his B.A. degree from The University of Tennessee, Knoxville and his J.D. degree from Faulkner University, Thomas Goode Jones School of Law.

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