February Luncheon: "I Prepared the Decedent’s Will"
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Luncheon: 11:30AM-1:00PM
Title: “I Prepared the Decedent’s Will” – To Tell or Not to Tell? That Is the Question? [ethics presentation]
Every day, attorneys and other estate professionals traverse an ethical minefield with regard to their possession of original wills and their copies. For example, the attorney reads in the paper, sees on the Internet, or is told by the client’s accountant, insurance professional, or financial planner that one of the attorney’s former clients has died. The information indicates that the client died intestate. This is news to the attorney and perhaps the client’s other advisors. What should happen? Is the attorney obligated to come forward and present the original if the attorney has it or a copy to the court? If the attorney doesn’t have to, may the attorney? And may other professionals tell the family that the attorney prepared the will and has the original or a copy? This presentation explores these and similar difficult questions about revealing information about a client’s testamentary documents after death.
Photo Disclaimer: By attending this event, you acknowledge that you are aware your image may appear in on EPCCT social media platforms, promotional material and other media as requested. Questions: contact Lisa Gallo at atxEPCCT@gmail.com.
Menu: Special food requests cannot be guaranteed onsite. Please note any special dietary requirements or food allergies on the registration page.
Deadline to register or cancel is Friday, February 20 at noon. Guarantees to the venue necessitate this policy.
New Guest Policy: Guests may attend our meetings for $75. Eligible guests who qualify for membership may attend once per program year before we ask them to join.
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