Difficult Estate Planning Clients: How to Spot Them, How to Manage Them and How to Part with Them

Event Description

Sponsored by the RCBA Trusts & Estates Section

Deadline to Register: November 12, 2019*

Description:

Practical ways to navigate ethical issues and avoid malpractice pitfalls when dealing with difficult estate planning clients. We will discuss current trends of legal malpractice claims with respect to trusts and estates, common red flags to help spot difficult clients before undertaking the representation, how attorneys can manage relationships that have begun to deteriorate, and how attorneys can end a representation in a way that reduces the likelihood of a subsequent malpractice or ethics complaint by the client’s estate or a beneficiary.

Registration and lunch will begin at 11:30 am, the CLE program will run from 12:00 pm to 1:00 pm. Lunch is included in your registration.

LUNCH: We will provide a selection of sandwiches. For dietary restrictions or a vegetarian lunch, choose the appropriate selection on the registration screen.
PAYMENT OPTIONS:   Credit card payment preferred. To register, click the Register button to the right. To register and pay later, send an email to info@ramseybar.org or call 651-222-0846. Feel free to mail this form with your registration, if you prefer.

Presenters:

Danielle Parry | Claims Attorney, Minnesota Lawyers Mutual Insurance Company
Patty Beck | Claims Attorney, Minnesota Lawyers Mutual Insurance Company


CLE Credits:

1.0 Ethics CLE Credits Applied For | Event Code: 279845

Cost:

RCBA Members: $15.00   
Non-RCBA member:  $30.00  

Getting there:

The First National Bank Building Conference Center Training Room is on the street level, just inside the building entrance at the corner of Fifth and Minnesota Streets in downtown St. Paul. The building address is 332 Minnesota Street.


Remote Participation:  

Remote participation will be available. Please indicate this option when registering. Instructions will be emailed to you the week day prior to the CLE.

 

*After online registration closes, you can register by sending an email to info@ramseybar.org or call 651-222-0846
Need to cancel? Cancellations are accepted until midnight, two days before the CLE. To cancel, send an email to info@ramseybar.org or call 651-222-0846
Questions? Contact Thea Anderson  | 651-222-0846

Register for this Event

Register

DATE
Thursday, November 14, 2019
TIME

12:00 PM to 1:00 PM

VENUE
Conference Center Training Room / First National Bank Building Saint Paul, MN United States