October Luncheon: Escaping the Estate Planning “Blue Screen of Death”
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Luncheon: 11:30AM-1:00PM
Title: Escaping the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices
All it takes is one careless act to place you in the hot seat for months or years where you might watch your personal, professional, and financial life crumble around you an estate planner may become a defendant in a case involving an estate he or she planned in two main ways. First, the attorney may have performed his or her services in a negligent manner potentially creating exposure to malpractice liability. A recent study revealed that 10.67% of malpractice claims are based on conduct relating to estate, trusts, and probate. Second, the attorney’s conduct may have lapsed below ethically acceptable standards. This presentation reviews the exposure an estate planner may have to malpractice liability and then focuses attention on ethical issues that may arise while preparing or executing the plan. By pointing out potentially troublesome areas, you will avoid the ramifications of drafting a flawed estate plan or having a lapse of ethical good judgment, which may lead to the frustration of the client’s intent, financial loss to the client or the beneficiaries, personal embarrassment, and possible disciplinary action. [Qualifies for MCLE Ethics credit.]
Speaker: Dr. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
Prof. Beyer, a nationally and Texas recognized expert in estate planning, joined the faculty in 2005 as the first holder of the prestigious Governor Preston E. Smith Regents Professorship. He teaches, researches, speaks, and publishes in the areas of estate planning, wills and trusts, probate, and property. In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015. [read more]
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, October 23 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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