Description: While all lawyers are subject to the same ethical duties, those duties may be implicated in unique ways for estate planning attorneys. This program will include an overview of the lawyer’s duties of competence, confidentiality, loyalty, and how those duties can be implicated when representing individuals, couples, or multiple generations in estate planning matters and related areas. The program will also include a discussion whether a lawyer has duties to non-clients, such as beneficiaries.

Speaker: Bradford Hise is a Partner and General Counsel for Hanson Bridgett LLP in San Francisco. He advises attorneys on conflicts of interest, legal ethics, and other professional responsibility and risk management issues. He also works with the firm's management to develop and implement internal policies and procedures in the areas of business intake, conflicts, records management, and lateral attorney hiring. Brad is a frequent speaker on risk management matters.

This program has been approved for credit in the following jurisdiction(s):

State Bar Of California

Credit has been approved with the State Bar Of California for 1.00 General credit and 1.00 Specialization in Estate Planning, Trust & Probate Law credit.

Probate Department of the San Mateo Superior Court

800 N Humboldt St,
San Mateo, CA 94401

Materials available with registration:

Cancellations must be received ONE WEEK BEFORE the event. If you do not cancel one week prior to the event or do not show up to the event, you will be charged the full amount.