Event Description
Deadline to
Register: May 7, 2018
On the Solo Small
Community, a member recently pointed out a $29 estate plan offer (complete with
a will, health care directive, and power of attorney) from an outfit in Florida
called Willing. The question arises how an Attorney can ethically compete
with such an offer, and with such entities as Groupon, LegalZoom, and the
like.
This CLE
will feature a panel discussion on the ethics involved in competing with a $29
estate plan. The panelists will discuss whether it is ethical – in terms of
diligence, fees, competence, advertising, and other ethical rules – for an
attorney to offer a lower price for an estate plan, how attorneys can ethically
market themselves to potential clients to get the potential clients to hire the
attorney, what attorneys can ethically do to protect themselves and consumers
from the unauthorized practice of law, and whether Willing is engaged in the
unauthorized practice of law.
Co-sponsored by the Practice Management & Marketing Section,
Solo and Small Firm Section, and Probate & Trust
Section
Lunch and
registration will begin at 11:45 a.m. The program will begin at 12:00
p.m.
Panelists:
Richard Baum | Hawke Law Group
Margaret Barrett | Safe Harbor Estate Law
Rebecca Bell | RB Legal,
LLC
Kimberly Hanlon | Lucere Legal, LLC
Robert Schuneman |
Law Office of Robert M. Schuneman PLLC
Jayne Sykora | Sykora &
Santini PLLP
Moderated
by:
Robin Wolpert | Sapientia Law Group
CLE
Credits:
2.0 Ethics CLE Credit approved | Event Code:
257143
Cost
(includes lunch):
Practice
Management & Marketing, Solo and Small Firm,
and/or Probate
& Trust Section Members: $10
MSBA Member not in the section: $25
Non-MSBA
Members: $30
Law Students: Free
Remote
Participation:
Teleconferencing and webcasting are available.
Instructions will be emailed the day before the program.
Want more information about the
Practice Management and
Marketing Section?
To
register with a check, please mail in this registration
form.
Need to cancel? Please see our
cancellation
policy.
Questions? Contact Kayla
Erbach |
612-278-6325
If you need reasonable
accommodations to participate in this event please notify Kayla
Erbach at 612-278-6325 or kerbach@mnbar.org. Please provide notification at least 72 hours prior
to the meeting to allow sufficient time to make arrangements for accommodations
at this event.