Ethics Sessions
Home  /  Heckerling Institute on Estate Planning  /  Ethics Sessions

 

The following sessions may be approved for ethics credits by many of the accrediting agencies. Ethics credit for these sessions may not be available in all instances. Please reference the ethics accreditation information for your specific jurisdiction and profession.

 

Wednesday, January 14, 2015 Special Session II-E (3:50 - 5:20 p.m.)
Covering Your Assets (Digitally and Ethically Speaking) and Managing Cyber Risks: Are You, Your Firm, and Your Clients Cyber-Secure?

 

John T. Rogers, Jr., Scott Brown, Suzanne B. Walsh

Cyber-attacks used to be science fiction; now they are very real. They range from annoyances such as spam e-mail to sophisticated schemes to destroy or steal data, steal money, disrupt business, and damage reputations. As professionals, we face not only risks of our own losses, but also risks of liability if we do not take reasonable steps to protect client information and confidentiality (including posthumously). This panel will discuss the latest threats, what the future holds, and what you and your clients should (and should not) be doing to address cyber risk and post-mortem issues from the legal, ethical, and practical standpoints.

 

Thursday, January 15, 2015 (11:45 a.m. - 12:35 p.m.)
Ethical Considerations in Acting as an Executor or Trustee: Do You Really Want to Do This?

 

Charles D. “Skip” Fox, IV

This session will review the ethical considerations that lawyers and other professionals must take into account when deciding whether to be named as an executor or trustee and when acting as an executor or trustee. Among the subjects to be covered are avoiding conflicts of interest, communications with beneficiaries and third parties, hiring the lawyer’s firm to represent the trust or estate, how to and not to charge fees, and confidentiality of information including possible responsibilities to the IRS.

 

Thursday, January 15, 2015 - Special Session IV-B (3:50 - 5:20 p.m.)
Case Studies in the Ethical Considerations in Acting as an Executor or Trustee

 

Charles D. “Skip” Fox, IV, Amy K. Kanyuk, Mary F. Radford

Using case studies, the panel will examine different ethical issues that arise when a lawyer or other professional acts as an executor or trustee.


Heckerling Institute on Estate Planning
University of Miami School of Law, 1311 Miller Drive, Room C-423, Coral Gables, FL 33146
Telephone: 305-284-4762   |   Fax: 305-284-6752   |   Email: heckerling@law.miami.edu