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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
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Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
1 Total |
| Alabama CLE |
|
1 Total |
| Arkansas CLE |
|
1 Total |
| Arizona CLE |
|
1 Total |
| California CLE |
|
1 Total |
| Colorado CLE |
|
1 Total |
| Connecticut CLE |
|
1 Total |
| Delaware CLE |
|
1 Total |
| Florida CLE |
|
1 Total |
| Georgia CLE |
|
1 Total |
| Hawaii CLE |
|
1 Total |
| Iowa CLE |
|
1 Total |
| Illinois CLE |
|
1 Total |
| Indiana CLE |
|
1 Total |
| Kansas CLE |
|
1 Total |
| Kentucky CLE |
|
1 Total |
| Maine CLE |
|
1 Total |
| Minnesota CLE |
|
1 Total |
| Missouri CLE |
|
1.2 Total |
| Northern Mariana Islands CLE |
|
1 Total |
| Mississippi CLE |
|
1 Total |
| Montana CLE |
|
1 Total |
| North Carolina CLE |
|
1 Total |
| North Dakota CLE |
|
1 Total |
| Nebraska CLE |
|
1 Total |
| New Hampshire CLE |
|
1 Total |
| New Jersey CLE |
|
1.2 Total |
| New Mexico CLE |
|
1 Total |
| Nevada CLE |
|
1 Total |
| New York CLE |
|
1 Total |
| Ohio CLE |
|
1 Total |
| Oklahoma CLE |
|
1 Total |
| Pennsylvania CLE |
|
1 Total |
| Rhode Island CLE |
|
1 Total |
| South Carolina CLE |
|
1 Total |
| Tennessee CLE |
|
1 Total |
| Texas CLE |
|
1 Total |
| Utah CLE |
|
1 Total |
| Virginia CLE |
|
1 Total |
| Vermont CLE |
|
1 Total |
| Washington CLE |
|
1 Total |
| Wisconsin CLE |
|
1 Total |
| West Virginia CLE |
|
1.2 Total |
| Wyoming CLE |
|
1 Total |
Select Jurisdiction
CLE
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
La Koshia R. Roberts
is attorney and owner of La Koshia R. Roberts Legal and Consulting, LLC in Lake Charles, Louisiana. She has been practicing law since 1999 and has experience in bankruptcy, banking, personal injury, healthcare, workers' compensation, government law, civil rights, property/real estate law, Medicare, medical malpractice, construction law, contract law, contract negotiations, estate planning, wills and successions. Ms. Roberts served as attorney/counsel for the State of Louisiana, municipalities, towns and a parish. She has been named Young Lawyer of the Year by the Fourth Judicial District Bar and is a former member and chair of multiple Attorney Disciplinary Hearing Committees of the Louisiana Attorney Disciplinary Board. Since 2018, Ms. Roberts has been a member of the Louisiana Board of Ethics and the Supervisory Committee on Campaign Finance. She has served as chair of the Board of Ethics since 2022. Ms. Roberts is also a past board member and vice chair of the Southwest Louisiana Law Center, Inc. She had the privilege of serving as the research and writing attorney for the defense and appellate team of C. J. Stewart in the case of State of Nevada v. Orenthal James (O.J.) Simpson and Clarence J. (C.J.) Stewart, a case in which the Nevada Supreme Court agreed with the defense's severance argument and overturned Mr. Stewart's conviction and ordered his release from prison. Ms. Roberts also created educational resources used by Louisiana district court judges for the "Judges in the Classroom" program. She graduated from Southern University, earning a Bachelor of Science in Secondary Education (English) and a Master of Education (Administration/Supervision). She also graduated from the Southern University Law Center with a Juris Doctor. Ms. Roberts also completed the Harvard University John F. Kennedy School of Government's Senior Executives in State and Local Government Program.
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