Ethics Practitioners in the 21st Century: Age-Old Issues In A New Environment



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Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Legal Ethics
Original Air Date:
November 17, 2020
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

A lively discussion on ethics, risk management, and legal malpractice considerations for trust and estate practitioners. Anne Rudolph and Heather L. Rosing will discuss critical issues such as the nature of the client, scope of representation, and conflict of interest issues specific to the practice area. They will discuss not only the rules and case law applicable to these threshold matters, but practical solutions for minimizing your risk and avoiding run ins with the State Bar.

Ms. Rudolph practices in the area of probate and T&E litigation, and has substantial experience on issues pertaining to attorney ethics.

Ms. Rosing practices in the area of legal malpractice defense, and provides counseling and expert witness testimony pertaining to the Rules of Professional Conduct.

While times are changing, these age-old issues continue to be at the front and center of any risk management plan. Strengthen your internal protocols and processes by attending this critical panel presentation.

Meet the Speakers
Anne M. Rudolph


Shareholder Hughes & Pizzuto, APC

Anne M. Rudolph is a Shareholder focusing in Probate and Trust Administration, Probate and Trust Litigation, and Appeals. Anne is the Chair of the Firm’s Appellate Section.

Anne has earned a reputation as a smart and diligent advocate for her clients. She is a caring and determined presence as she works to help clients resolve their legal matters. Anne’s knowledge of the law and ability to navigate the sometimes complex and emotional issues are both valuable and reassuring. Anne values and pursues excellent client relations, the highest levels of professionalism, and integrity in all aspects of her practice.

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Heather Linn Rosing


CEO and President Klinedinst PC

Heather L. Rosing is CEO and President of Klinedinst PC and the long-standing Chairperson of the Complex Litigation and Professional Liability Department. A Certified Specialist in Legal Malpractice Law, Ms. Rosing has developed a nationwide reputation for her experience and skill in the areas of complex litigation, malpractice and fraud, director and officer claims, and management liability. Known for her strong advocacy, Ms. Rosing’s track record includes notable victories in State Court, Federal Court, and arbitration. Ms. Rosing also represents professionals before disciplinary agencies, including the State Bar of California, and represents judges and commissioners in matters before the Commission on Judicial Performance. 

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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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