Malpractice Exposure When Representing a Senior Estate Planning Client



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Credit Details
Credit Hours:
Specialty Area:
Legal Malpractice Law
Credit Type:
Original Air Date:
January 18, 2024
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

Our speaker, a veteran estate planning counsel, will discuss questions to help attorneys assess malpractice exposure. Were there pre-estate plan transmutations? Are both spouses equally willing to make a large gift? Can spouses agree that they can communicate with their attorney in confidence from each other? Are there vestiges of the privity rule in estate planning malpractice cases? Can the estate planning attorney become an unwitting player in the violation of interspousal fiduciary duties? Can the attorney’s violation of an ethics rule play a role in a later malpractice case? Our speaker will address these questions and other issues relating to an attorney’s malpractice exposure in a presentation which is must for any estate planning counsel representing older clients.

Meet the Speakers
Randy Spiro


Estate Planning Attorney

Randy Spiro, a long-time and well regarded estate planning specialist, will share practical problems that come up when dealing with clients who are older and possible solutions culled from his many years of experience.

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