Trusts, Estates & Probate

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Estate Planning Ethics: Conflicts of Interest When Representing Families

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 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
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Pending 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 Carolina CLE Approved 1 Total
North Dakota CLE Approved 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 Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah 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
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Live Online
1 hour
Stephen Diamond
With Stephen E. Diamond from Stephen E. Diamond LLC

Mon, Dec 28, 00:00 AM – 00:00 PM

Product ID 102850

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Course Includes
$199

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

One Family, One Attorney, One Set of Rules - And a Dozen Ways It Can Go Wrong

Estate planning attorneys routinely represent spouses, parents and children, business partners, and blended families, often without stopping to ask whether they should. When the goals align, joint representation is efficient and cost-effective. When they don't, it can become an ethical minefield. This course examines the conflicts of interest that arise most frequently in family estate planning engagements: identifying them at intake, managing communication when clients' interests diverge, and knowing when to withdraw. Examine rules of professional conduct through realistic planning scenarios - register today!

  • Spot the conflict triggers estate planning attorneys most often miss, before they become bar complaints.
  • Apply MRPC 1.7 and 1.9 to your most common joint representation scenarios: spouses, parent-child, blended families, and business co-owners.
  • Draft engagement letters and consent disclosures that hold up when family dynamics shift.
  • Recognize when withdrawal is required - and how to exit without making things worse.

Abbreviated Agenda

  1. How Conflict Risk Changes Across the Planning Lifecycle: Intake, Drafting, Execution, Administration
  2. Identifying Conflicts at Intake: Non-Disclosing Spouses, Unequal Gifts, Disinherited Children
  3. Informed Consent: What It Requires and What It Doesn't Excuse
  4. Joint and Successive Representation Scenarios in Practice
  5. When and How to Withdraw Representation
  6. Building an Ethics-Safe Family Representation Protocol

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102850

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 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
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Pending 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 Carolina CLE Approved 1 Total
North Dakota CLE Approved 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 Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah 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
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Estate Planning Ethics: Conflicts of Interest When Representing Families

    1. How Conflict Risk Changes Across the Planning Lifecycle: Intake, Drafting, Execution, Administration
    2. Identifying Conflicts at Intake: Non-Disclosing Spouses, Unequal Gifts, Disinherited Children
    3. Informed Consent: What It Requires and What It Doesn't Excuse
    4. Joint and Successive Representation Scenarios in Practice
    5. When and How to Withdraw Representation
    6. Building an Ethics-Safe Family Representation Protocol

Who Should Attend

This legal ethics guide is designed for attorneys. Paralegals may also benefit.

Speakers

Stephen E Diamond
Stephen E.
Diamond
Stephen E. Diamond LLC
Speaker bio
Stephen E Diamond

Stephen E. Diamond

Stephen E. Diamond LLC
Stephen Diamond

is a solo practitioner at Stephen E. Diamond LLC with 40 years of experience. He has relocated to Daytona Beach Florida and continues to provide consulting services to New York attorneys in the areas of estate and elder law planning. Mr. Diamond earned his J.D. degree from Pepperdine University and his LL.M. degree in taxation from the University of Florida Gainesville. He is admitted to practice in New York, Florida, and Massachusetts. Mr. Diamond is a past chairman of and prior legal counsel to the Dutchess County Regional Chamber of Commerce, and Habitat for Humanity of Dutchess County. In 2023, he was awarded the New York State Bar Association Root Stimson Award, given annually to one attorney each year in recognition for outstanding commitment to community service and improvement of the justice system. Mr. Diamond served in the Arlington Fire District for 19 years and his last 5 as Assistant Chief. He has served as a Judge in the Town of Union Vale from 2022- 2025.

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