MN Wild

CLE & Events

LAWYERS AS TRUSTEES – Things to consider before you say yes

Date: Wednesday, March 11, 2015 12:00 PM to 1:00 PM
Venue: Minnesota Room / Dorsey & Whitney LLP  Minneapolis, MN United States  Get Directions
Total Price: $30.00

Deadline to Register: March 9, 2015

Which Rules of Professional Conduct apply to a lawyer acting as trustee?  Rule 8.4(d) on “conduct prejudicial to the administration of justice?”  The trust account rules, or just some of them? What about the conflict rules?   How do the Rules relate to fiduciary duties?  Cases before the Minnesota Supreme Court and the Lawyers Board answer these questions in ways that lawyer-trustees find surprising. This CLE will discuss these cases, as well as practical concerns for the lawyer-trustee.

Lunch and registration will begin at 11:30 a.m. The program will begin at 12:00 p.m. 


William J. Wernz, Legal Ethics Counselor and Consultant
Paul Dinzeo, Founder of Summit Hill Professional Trustee Services

CLE Credits:

1.0 Ethics CLE Credit Approved| Event Code: 201079


Probate and Trust Law Section Members: $10
MSBA Members (but not members of the Probate and Trust Law Section): $25
Non-MSBA Members: $30
Law Students:  FREE

Join the Probate and Trust Law Section and attend the CLE for FREE! MSBA members who are not members of the Probate and Trust Law Section can join the Section and attend this CLE for FREE.  Please call Tram Nguyen at 612-278-6316 to register under this option.

Remote Participation: 

Particicipation by teleconferencing is available. Please indicate remote participation when registering. Instructions will be sent via e-mail one day prior to the CLE.

To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Want more information about the Probate and Trust Law Section
Questions? Contact Tram Nguyen | 612-278-6316

No sessions have been associated with this event.